Multi-Disciplinary Teaming- A Best Practices Approach
Where: Bascom's Chop House located at 3665 Ulmerton Road, Clearwater.
When: 4:00pm - 6:15pm
Advance reservations are required. This is a joint meeting with the Suncoast Estate Planning Council.
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 tax consulting and compliance services to the firm’s higher net worth clients and business owners. He 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. Mr. Rosen has also served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. He is a member and past chair of the Delaware State Chamber of Commerce tax committee, a past member of the AICPA Trust, Estate and Gift Tax Technical Resource Panel and Tax Reform Resource Task Force and has 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 also holds the designation of Accredited Estate Planner® (Distinguished) and has 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 Master’s degree in Taxation from Widener University.