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David D. Holland, CPA, CFP® and Steven Tacinelli, CPA, CMA®, CVA®, in their respective individual capacities, can serve as trustee, successor trustee, trust protector, and/or personal representative (executor) for clients' estates. Neither Holland, Tacinelli, CPAs, P.A. nor its affiliated companies, is a trust company or bank. David D. Holland and Steven Tacinelli are not attorneys and do not provide legal advice or prepare legal documents. Clients and prospective clients are encouraged to seek legal advice from a licensed attorney of their choosing regarding their estate planning.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.