Jordon_Rosen

Jordon N. Rosen CPA, MST, AEP® (Distinguished)

Director, BLS CPA

Jordon N. Rosen, CPA, MST, AEPĀ® (Distinguished) is a Director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he is a member of the firm's estate and trust practice. Jordon also provides tax consulting and compliance services to the firm's multi-generational high net worth clients and business owners. He is a past President of the National Association of Estate Planners and Councils (NAEPC) and has served as president of the Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. He is a past Chair of the Tax Committee of the Delaware State Chamber of Commerce, a past Board member of the Delaware Society of CPAs, a past member of the AICPA Trust, Estate and Gift Technical Resource Panel and currently serves on several AICPA committees, including the AICPA Tax Professional Strategic Advisory Group and the ENGAGE Conference Planning Committee. He is also a member of the editorial board of Thomson Reuters Focus publication. Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of CPAs, Delaware Society of CPAs and the AICPA Tax Section. He holds the designation of Accredited Estate Planner and was inducted into the NAEPC Estate Planning Hall of Fame in December 2020. Mr. Rosen has also been recognized as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today. Mr. Rosen is a frequently sought out speaker both locally and nationally on tax planning and related issues and has published more than 100 articles. He has been a frequent television and radio guest and a past host of Money Talk on 1450-WILM. He received his undergraduate degree in Accounting from Temple University and his Masters' degree in Taxation from Widener University.

Appearances