ZOOM - Estate Planning For The 99% Of Us
Registered for this event? Login now to view additional event details.
ABOUT THE PROGRAM
Estate Planning For The 99% Of Us. This session will explore the reasons why many Americans with estates under the federal exclusion amount no longer see the need for estate planning and the reasons why it is still so important. We will explore why making gifts to 529 plans and other lifetime gifts still matter, beneficiary designations, electing portability after the death of the first spouse including state inheritance tax issues, basis issues, along with post-mortem tax elections when filing the decedent's final tax return and the estate's fiduciary tax return. We will also look at elections where the decedent was an owner in a passthrough entity and the always exciting, estate planning for your pet!
ABOUT THE SPEAKER
With over 43 years of accounting experience, Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a former Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he headed the firm’s estate and trust practice and provided estate, trust and income tax consulting and compliance services to the firm’s higher net worth clients and business owners. He also served as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s adherence to its risk management policies.
Mr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which in 2020 inducted him into the Estate Planning Hall of Fame. He has also served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is also the past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force, as well as a member of the editorial board of Thomson Reuters Focus publication and has served as chairperson of the Nemours Planned Giving Committee.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Mr. Rosen is a frequently sought out speaker both locally and nationally on income, estate and trust tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Masters degree in Taxation from Widener University.
