Planning for the 99% of Us
Registration and breakfast will begin at 8:30 with the presentation beginning at 9:00am.
1. Level of difficulty - Intermediate
2. Description of course -
This course will review the various reasons why the modest estate owner still needs to plan. It will cover various post-mortem administrative and trustee elections including when and how to elect portability. We will also cover the filing of the decedent's final 1040 and the initial fiduciary return for the estate along with related elections as well as elections when the decedent is an S corporation shareholder or partner at the time of death.
3. The goals of the course are -
a. To make the participant aware of the critical need for estate planning for those under $13 million of assets.
b. To make the participant aware of the various post-mortem elections available to the estate and trustee during the administration of the estate.
c. To make the participant aware of the pros and cons of making the portability election and understanding the mechanics of filing a timely and complete election.
d. To make the participant aware of the various post-mortem elections when filing the decedent's final income tax return, especially when they were an S corporate shareholder or partner at the time of death.
About the Presenter:
Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a former Director and Shareholder at the Wilmington, Delaware CPA firm, Belfint, Lyons & Shuman, where he headed the firm’s estate and trust practice and provided tax consulting and compliance services to the firm’s multi-generational high-net-worth clients and business owners. He is a past President of the National Association of Estate Planners and Councils (NAEPC) and was inducted into the NAEPC Estate Planning Hall of Fame in 2020. He has served as President of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. He is a past Chair of the Tax Committee of the Delaware State Chamber of Commerce, a past Board member of the Delaware Society of CPAs, a past member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and currently serves as a member of the AICPA ENGAGE Conference Planning Committee and the Tax Professional Strategic Advisory Group. He also served as a member of the editorial board of Thomson Reuters Focus publication.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs, and the AICPA Tax Section. He holds the designation of Accredited Estate Planner (Distinguished). Jordon has also been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Jordon is a frequently sought out speaker both locally and nationally on 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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