Tax Guide



The NICEP does not provide to individual consumers either legal, tax, or financial advice. No one should take any action upon anything contained on this (or any other) page until they first discuss their individual fact situation with a licensed, knowledgeable, qualified, experienced attorney or tax advisor in their jurisdiction.

Jerry Smith, CEP®


A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.


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