Home People on the Move Tax Partner Named an Accredited Estate Planner Designee

Tax Partner Named an Accredited Estate Planner Designee

CLEVELAND, Ohio— Ron Nagle is newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).

Ron is a Tax Partner with Peterson Sullivan and leads the Estate Gift and Trust practice. He has nearly 30 years of experience in the areas of income tax, retirement, and estate planning. He works closely with high-net-worth individuals and families, small business owners, executives, investors, and retirees. Ron also frequently partners with attorneys and fiduciaries in resolving estate and trust accounting and tax issues. His professional affiliations include the American Institute of Certified Public Accountants and the Washington Society of Certified Public Accountants. Ron has been a long time member of the Estate Planning Council of Seattle and is the current Vice President.

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 to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

About The NAEPC
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 for estate planning.