2015 Year End Tax Planning for Individuals, Trusts & Businesses

Date: Tuesday, December 1, 2015
Time: 4:45pm - 6:15pm
Location: Stony Hill Inn
Speaker: Jordon N. Rosen, CPA, MST, AEP®

BIO - Jordon N. Rosen, CPA, MST, AEP®

Jordon N. Rosen, CPA, MST, AEP has been in public practice for over 35 years and is currently a Director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, P.A., where he heads the firm's estate and trust practice.  Jordon also provides tax consulting and compliance services to the firm's higher net worth clients and business owners. 

Jordon currently serves as president of the National Association of Estate Planners and Councils (NAEPC) and has served as president of several local estate planning councils.  Mr. Rosen also serves as chairman of the Tax Committee for the Delaware State Chamber of Commerce.

Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the AICPA Tax Division, AICPA Trust, Estate and Gift Tax Technical Resource Panel and Delaware Society of CPAs and Pennsylvania Institute of CPAs. He holds the designation as an Accredited Estate Planner (AEP) and has been recognized as a 5-Star Wealth Manager for several years by both Delaware Today and Philadelphia Magazine.

Mr. Rosen is a frequent lecturer, both locally and nationally on tax related topics and has published over 100 articles. He has been a frequent television and radio guest and is a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and a Master's Degree in Taxation from Widener University. 

 

 
Continuing Education:
 
CFP - 1.0 credit “2015 Year End Tax Planning for Individuals, Trusts & Businesses” (Program ID 218947) 

NJ CLE - 2015 Year End Tax Planning for Individuals, Trusts & Businesses (#30)  This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0  hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and 0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law. 

NJ Insurance - 1.0 credit 2015 Year End Tax Planning for Individuals, Trusts & Businesses (Course #88897243)
 
NJ CPE - 1.0 credit 2015 Year End Tax Planning for Individuals, Trusts & Businesses
 
CTFA - 1.25 credits The Institute of Certified Bankers (ICB) approved '2015 Year-End Tax Planning for Individuals, Trusts & Businesses' held on12/1/2015 for the following continuing education credits:

Designation    Credits
CTFA            1.25
- TAX:           1.25

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