Estate Planning for the 99% of Us
Date: Tuesday, November 19, 2024
Time: 1:30pm - 5:00pm
Location: Barristers Club 1114 Walnut St, Allentown, PA 18102
Speaker: Jordon N. Rosen, CPA, MST, AEP®
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We are excited to welcome Jordon N. Rosen to present on "Estate Planning for the 99% of Us" on Thursday, November 19th, 2024.
The event will be held at The Barristers Club, 1114 Walnut St, Allentown, PA 18102
Two continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.
1:30 - 2:00 PM Registration
2:00-4:15 PM Program w/ Break
4:15 -5:00 PM Social Reception
Join us for an engaging and insightful presentation that dives deep into the evolving world of estate planning, with a special focus on small estates. Learn how proposed legislation could impact your clients. Jordan will break down essential documents and concepts, share powerful lifetime gifting strategies, and highlight the often-overlooked importance of beneficiary designations. You'll also gain a clear understanding of portability and how it compares to conventional trust planning, empowering you to make the best recommendations for your clients.
He will also discuss post-mortem tax elections tailored for smaller estates, the decedent's final tax return, and key administrative and tax elections—from gift and fiduciary to business-related options. Also, discover how to craft estate plans that include the beloved pets of your clients. This session will include actionable insights, practical strategies, and forward-thinking approaches designed to elevate your estate planning expertise.
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.
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