Latest Past Events

AICPA ENGAGE Tax Strategies Best Ideas

Jordon Rosen is a panelist at the AICPA Engage Virtual Conference! Topic: Tax Strategies Best Ideas Panelists: Julie A. Welch, CPA, PFS, CFP Jordon N. Rosen, CPA, MST, AEP® (Distinguished) Arthur Auerbach, CPA CGMA Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA This panel of tax experts will focus on the best and most current tax planning … Continued

IMPORTANT DEADLINE: Nonprofits

NONPROFITS: Final extended Form 990 filing deadline for calendar year nonprofit organizations. For additional information on these deadlines or to learn about our Nonprofit services, please click here to contact us.

Estate Planning Strategies for Leaving Your Legacy

DE

Congregation Beth Shalom, Jewish Federation of Delaware, and Create a Jewish Legacy Delaware Presents: ESTATE PLANNING STRATEGIES FOR LEAVING YOUR LEGACY presented by Jordon N. Rosen, CPA, AEP. November 14, 2021 6-7:30pm Via Zoom