Kelli S. Lewis, a principal in the tax and business services department at CPA firm Stone Carlie & Company, has been certified as an Accredited Estate Planner by the National Association of Estate Planners & Councils.
The Accredited Estate Planner 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 CPAs like Lewis, in addition to attorneys, Chartered Life Underwriters, Certified Financial Planners, Chartered Financial Consultants, and Certified Trust and Financial Advisors. 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 designation holder must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics.
The 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.
Stone Carlie & Company provides tax and business advisory services to small and midsized companies and their owners and executives in the Midwest.
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