Estate and Trust Provisions of TCJA - Including a Discussion of Section 199A (the QBI deduction) - Joint Meeting with the BCEPC hosted by the BCEPC
Date: Tuesday, April 16, 2019
Time: 5:30pm - 8:00pm
Location: Doylestown Country Club
Speaker: Jordon Rosen, CPA, MST, AEP®, Belfint Lyons & Shuman, P.A.
This session will cover the trust and estate provisions of the Tax Cut and Jobs Act (TCJA), along with a 30,000-foot overview of the qualified business income (QBI) deduction and what it means to trustees, advisors and tax return preparers.
JORDON ROSEN, CPA, MST, AEP®
Jordon N. Rosen, CPA, MST, AEP® is a Director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, 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. He is a past President of the National Association of Estate Planners and Councils (NAEPC) and has 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 currently serves on the AICPA Tax Reform Resource Task Force. He is also a member of the editorial board of Thomson Reuters Focus publication and serves as chairperson of the Nemours Planned Giving Committee.
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 and has been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.
Mr. Rosen 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 (January 1979) and his Master’s degree in Taxation from Widener University (1981).
Thank you to BNY Mellon Wealth Management for sponsoring this meeting. Please visit their website at https://www.bnymellonwealth.com/index.jsp.
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