You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

Jordon N. Rosen, CPA, AEP Elected to the NAEPC Executive Committee

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.

  • CONTACT JENNI

    Jenni Fleck Jones

     

    For additional details please contact Jenni. She looks forward to hearing from you.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

    • Compensation Issues – Revisited

      We are more than halfway through the retirement plan audit season and we have noticed a number of common errors occurring with compensation. I previously discussed these issues in my blog series “Compensation: The Missing Link - Part 1” and "Compensation: The Missing Link - Part 2," but we want to revisit the issue, since we are seeing this error occur on a rather consistent basis.

  • BELFINT NONPROFIT BLOG

    • Back to School with Charity Navigator

      School has officially started across the country, and it looks like students won’t be the only ones who will be graded out of 100 points this year. Charity Navigator, a nonprofit organization that evaluates charities in the United States and compares them to charities with similar causes, recently changed their rating system from a 70-point scale to a 100-point scale.

  • MATTER OF TAX BLOG

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

© 2014 by Belfint Lyons & Shuman, P.A. All rights reserved.