Rochester, New York – Mario Di Luigi and Dave Veniskey, Partners at EFPR Group, have been given the Accredited Estate Planner (AEP) designation by the National Association of Estate Planners & Councils (NAEPC). They were recognized by EPC Rochester and NAEPC for their professional distinction in the accounting profession at a ceremony on Tuesday, May 17, 2016. 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. 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.
Mario is a Partner in the Tax and Business Services department and has been with the firm for over 25 years. He manages a variety of tax engagements, and provides supervision and training for staff on tax procedures, standards and other technical issues. His current area of practice includes high net-worth individuals, estate and trust administration, home builders, medical and professional services, and real estate management. Mario has extensive experience in numerous industries including residential construction, professional services, real estate management and closely-held businesses.
Dave is also a Partner in the Tax and Business Services department and has been with the firm since 1984. He oversees a wide variety of engagements, and provides internal resources and guidance on an array of technical issues. Dave has acquired experience in numerous industries including emerging technology, engineering, manufacturing, distribution, construction and professional services. Dave service area expertise includes: Individual and business tax compliance, business advisory services, estate and trust planning and administration, business tax and investment incentives, strategic planning and, merger and acquisition related services. Dave is also the managing principal of EFPR Solutions, LLC, a division that provides outsourced and resource-based accounting and finance services.
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 education standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC build a team approach involving cross-professional disciplines to better serve the public’s need for estate planning.
EFPR Group, LLP is one of Western New York’s largest accounting, business consulting and reputation management firms serving over 10,000 clients across the United States. The firm is headquartered in Rochester, New York with offices in Buffalo, Corning, The Finger Lakes, New York City and Jupiter, Florida.