Estate Planning For The 99% Of Us & Past Presidents Dinner

Date: Thursday, February 15, 2024
Time: 5:15pm - 7:30pm
Location: West Chester Golf & Country Club
Speaker: Jordon Rosen, CPA, MST, AEP- National Association of Estate Planners & Councils

Join us Thursday, February 15th at West Chester Golf & Country Club for our Past Presidents' dinner:

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!

Speaker: Jordon Rose, CPA, MST, AEP- National Association of Estate Planners and Councils 

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. 

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111 W. Ashbridge Street,

West Chester, PA 19380


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