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December 5, 2012 — Belfint, Lyons & Shuman, P.A., a certified public accounting and consulting firm in Wilmington, Delaware and West Chester, Pennsylvania, is happy to announce that Jordon N. Rosen, CPA, AEP has been elected to the executive committee of the National Association of Estate Planners & Councils. Jordon is a director in the firm’s Tax & Small Business department and chairs the Estate and Trust section.
NAEPC is a national organization of professional estate planners and affiliated estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s needs in estate planning.
Jordon also chairs the 50th Annual NAEPC conference planning committee. The conference will be held November 20-22, 2013 in Las Vegas, Nevada. The annual conference draws attorneys, trust officers, accountants, insurance and financial planners and planned giving professionals from across the country and features a talented collection of local and national speakers in the estate planning industry.
About Belfint, Lyons & Shuman, P.A.:
Belfint, Lyons & Shuman was founded in 1923 as a small accounting practice whose staff was committed to building long-standing, mutually beneficial relationships with clients and business associates. Today, with more than 60 professionals, we have become one of the largest and most respected certified public accounting firms in Delaware while never losing sight of our founding commitments. We have a diverse client base and offer services such as: advisory services, assurance, auditing, tax planning & compliance, small business services, litigation support, employee benefit plan audits, succession planning, business & management consulting and corporate services for investment holding companies. Visit our website at www.belfint.com.