Association of Tax
Efficiency Professionals
Membership
About
Association of Tax Efficiency Professionals (ATEP) is an association of professionals in different fields, each having the common interest of providing their clients with tax efficient outcomes.
ATEP was created to facilitate the “free-flow” exchange of ideas, proven expertise, effective strategies and research materials between different areas of specialty. This confluence of specialized knowledge provides a tremendous resource for those who tap into it. This approach allows you to expand the services you can offer to current clients, increase the size of your client base, and maintain close client relationships without fear of encroachment.
Benefits of Membership
As an ATEP member, you will have
unprecedented access to industry leading
strategies, research and expert knowledge.
Including the following:
-
Access to research materials developed over the last 20 years with a specific focus on tax issues.
-
Request responsive and authoritative research on particular issues you're facing.
-
Access to tax opinion letters written on a “more likely than not” standard.
-
Custom power point presentations suitable for marketing to new clients.
-
You can collaborate with other ATEP professionals individually or approach new clients as a team if you so choose.
How to Apply
If you wish to seek membership to ATEP,
be prepared to demonstrate continuing
focus on providing tax efficient solutions
for clients. You must provide:
​
-
Detailed resume outlining areas of focus regarding your experience and training.
-
Redacted sample cases of actual work done, or programs developed, to create tax efficiency for your client(s).
-
Willingness to accept and abide by all rules and standards of conduct put forth by the ATEP.
-
Industry and personal references, as well as your given permission to have a comprehensive professional background check conducted if requested.
Tax Efficient Solutions For:
-
Individuals
-
Farms
-
Family Businesses
-
Real Estate Developers
-
C-Corps
-
S-Corps
-
LLCs
-
Trusts
-
Songbooks
-
Intangibles
-
Intellectual Property