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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
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.
6817 Dogwood Road
Woodlawn, MD 21244
Additional details can be found at the MACPAs Annual Chesapeake Conference website.