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DTSTART:20241119T183000Z
DTEND:20241119T220000Z
LOCATION:Barristers Club 1114 Walnut St, Allentown, PA 18102
UID:2565220241119T183000ZEstate Planning for the 99% of Us
DTSTAMP:20260430T035509Z
DESCRIPTION:\nWe are excited to welcome Jordon N. Rosen to present on "Estate Planning for the 99% of Us" on Thursday, November 19th, 2024. \n  \n \nThe event will be held at The Barristers Club, 1114 Walnut St, Allentown, PA 18102 \n  \nTwo continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA, and PACE.  \n  \n1:30 - 2:00 PM Registration \n  \n2:00-4:15 PM Program w/ Break \n  \n4:15 -5:00 PM Social Reception & Opportunity for Professional Headshots  \n \nJoin 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.\n \nHe 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.\n \nWith over 43 years of accounting experience, Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a\n  \nformer Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, \nwhere he headed the firm’s estate and trust practice and provided estate, trust and income tax \nconsulting and compliance services to the firm’s higher net worth clients and business owners. He also \nserved as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s \nadherence to its risk management policies. \n  \nMr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which \nin 2020 inducted him into the Estate Planning Hall of Fame. He has also served as president of the \nDelaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is also \nthe past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of \nthe AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force, as well \nas a member of the editorial board of Thomson Reuters Focus publication and has served as chairperson \nof the Nemours Planned Giving Committee. \n  \nJordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of \nCPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has \nbeen recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today. \nMr. Rosen is a frequently sought out speaker both locally and nationally on income, estate and trust tax \nplanning and related issues and has published more than 100 articles. He has been a frequent television \nand radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in \nAccounting from Temple University and his Masters degree in Taxation from Widener University.
SUMMARY:Estate Planning for the 99% of Us - Estate Planning Council of the Lehigh Valley 
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