Rea & Associates' Bowie Awarded Estate Planning Designation

Rea & Associates' Bowie Awarded Estate Planning Designation

2 January 2008

Marietta, Ohio – Inez Bowie, CPA, CSEP, an accountant at Rea & Associates, a regional accounting and business consulting firm, has earned the professional designation of Certified Specialist in Estate Planning (CSEP). This designation was awarded by the National Institute for Excellence in Professional Education, LLC, in conjunction with various state societies of CPAs and Surgent and Associates, LLC.

To earn this designation, Bowie was required to complete a curriculum of eight courses, meeting core and elective obligations ranging from basic ideas to advanced concepts. At the completion of each course, each candidate must earn a passing grade on a rigorous timed exam. Designation candidates are also required to meet prerequisites of education and experience and to meet high ethical standards. Bowie will also be required to meet ongoing standards of continuing education to retain this designation in good standing.

“We congratulate Inez on this outstanding accomplishment,” said Jim Hensler, CPA, shareholder and manager of Rea’s Marietta office. “She has continuously demonstrated her dedication to providing the highest level of client satisfaction.”

As a manager with Rea, Bowie provides services such as income and estate tax planning and compliance. She received a Bachelor of Science degree in business administration from Glenville State College, where she graduated Summa Cum Laude. She resides in Ellenboro, WV.

The program is designed not only to promote professional competence in estate planning and trust taxation, but also to provide the public with a high standard by which estate planning professionals may be judged. Those who have successfully earned the Certified Specialist in Estate Planning designation have achieved this goal through completion of an intensive series of integrated courses in this subject area, and thus have earned the practical knowledge necessary to provide the best possible service to the general public.