Jodi Carter CPA Earns Accredited Estate Planner® Designation

PR Newswire

NEW YORK, Feb. 19, 2014 /PRNewswire/ -- Carter CPA, a Tax and Accounting firm with offices in New York and New Jersey is pleased to announce that owner Jodi Carter, CPA has earned the Accredited Estate Planner® designation.  The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.

Carter CPA's Estate practice focuses both on estate planning and estate administration.  Estate planning services include: business succession planning, gifting strategies, analysis of proposed transactions for estate and gift tax implications, developing strategies to minimize potential estate and gift taxes and implementation of the plan.     Estate administration services include: preparation of estate and gift tax returns, preparation of fiduciary income tax returns, and Trustee services.

As more of Carter CPA's clients approach retirement, their attention is shifting towards estate planning. In New York and New Jersey in particular, the low threshold for State Estate Taxes makes estate planning critical.  As an AEP® professional, Jodi Carter joins an elite group of estate planning professionals who are qualified to provide clients with the advice they need.

"Well thought out estate plans can save families significant amounts of time and money as well as limit their exposure to possible estate litigation.  Bringing Jodi - a CPA with deep knowledge about estate planning- into the process, lets us quantify the effects our plan will have and the potential costs of inaction," said Fiona Van Dyck, an Estate Attorney at Van Dyck Law in Princeton, NJ.

About Carter CPA

Carter CPA, LLC is a tax and accounting firm focused on individuals and small businesses, providing personalized service and strategic planning.  The firm's services include tax preparation, business accounting, payroll services, financial planning, estate planning and administration, and divorce financial services.  For more information on Carter CPA, visit

Bryan Koslow


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