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MACPA Chesapeake Tax Conference: Estate Planning for the 99%

September 18, 2019 @ 1:00 pm - 2:00 pm

Jordon N. Rosen, CPA, AEP will be presenting on Day 2 of the MACPA’s 50th Annual Chesapeake Tax Conference on the topic Estate Planning for the 99% / Basic Estates & Trusts!

Maryland Association of Certified Public Accountants (MACPA)

50th Annual Chesapeake Tax Conference

September 18, 2019
1:00 pm
Estate Planning for the 99% of Us / Basic estate and trusts

Speaker: Jordon Rosen, CPA, MST, AEP – Belfint, Lyons, Shuman

This session will emphasize the continued need for planning for our clients with estates under the $11.4 million exclusion amount. We will cover both upfront planning techniques as well as post-mortem planning and elections for the decedent’s final income tax return, fiduciary and administrative elections including portability and elections available when the estate has an ownership interest in a partnership or S corporation.

Martin’s West

6817 Dogwood Road

Woodlawn, MD 21244

Additional details can be found at the MACPAs Annual Chesapeake Conference website.

Venue

Martin’s West
6817 Dogwood Road
Woodlawn, Maryland 21244
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If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!