Jack Capron, ESQ., CPA, PFS, CFF Named an ACCREDITED ESTATE PLANNER®
Jack Capron, ESQ., CPA, PFS, CFF is newly certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils.
Jack is a principal in our Syracuse office with over 34 years of professional experience. Jack works with a wide scope of different industries including manufacturing, auto dealers, service, construction, and real estate. His experience includes special projects such as corporate and individual tax planning, estate planning, minimizing tax liabilities in mergers and acquisitions, maximizing tax credit planning, tax exempt planning, among other traditional tax services.
The Accredited Estate Planner® (AEP®) designation is a graduate level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. The AEP® designation is available to attorneys (JD), Chartered Life Underwriters® (CLU®), Certified Public Accountants (CPA), Certified Financial Planners™ (CFP®), Chartered Financial Consultants® (ChFC®), and Certified Trust and Financial Advisors (CTFA). It is awarded by the National Association of Estate Planners & Councils (NAEPC) to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics.
The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.