Kay M. Sowa

Paralegal, EA, AEP®, CTFA

Paralegal, EA, AEP®, CTFA, Business & Tax and Trust & Estate Groups.  In addition to her paralegal duties in tax, accounting and litigation matters relating to trusts, estates and individuals, Ms. Sowa is an IRS Enrolled Agent eligible to represent taxpayers before all administrative levels of the IRS and an Accredited Estate Planner® as administered and maintained by the National Association of Estate Planners & Councils. She is also a Certified Trust and Financial Advisor through the Institute of Certified Bankers.

Education

Camden County College – Finance Related Courses

Penn State – Paralegal Certificate

Bryant & Stratton Business Institute – A.S.

Publications

“Trusts, Estates and Business Succession Blog” (https://capehartestatesblog.com) weekly blog pertaining to issues facing those planning wills, trusts and/or business successions, frequently analyzing common mistakes, tax code updates and more. Contributing Author, 2016–present.

Professional Associations & Memberships

National Association of Enrolled Agents (NAEA)

National Association of Estate Planners & Councils (NAEPC)

Estate & Financial Planning Council of Southern New Jersey (EFPCSNJ)

Institute of Certified Bankers (ICB)

Burlington County Bar Association

Institute for Paralegal Education (IPE) , Advisory Board and Seminar Presenter

National Business Institute (NBI), Seminar Presenter