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.

header_meet_final.jpg

Jordon N. Rosen, CPA, AEP®

Jordon Rosen, CPA

DIRECTOR – Tax & Small Business

 

Meet Jordon
Asset | Advocate | Advisor | Speaker

Jordon has a gift. In his unique way, through questioning, sifting and sorting – he filters all of the details
of your estate planning and net worth scenario and comes up with a succinct and brilliant tax plan. He
helps clients make unbiased, clear choices, and we think of him as an advocate for clients’ best estate plans.

That’s why Jordon leads our Estates & Trusts Section, writes tax articles and presents on tax topics –
including a guest appearance on Good Day Philadelphia.

What Jordon enjoys most, though, is getting his clients’ “ducks in a row,” minimizing taxes and organizing their
financial affairs. Don’t be surprised if he asks you about your wills. And know that your next meeting with your
financial planner or attorney will go extremely well, thanks to Jordon’s expert guidance.

Perspectives from Jordon

“It’s important that we are an asset at the table with our client’s financial planner and attorney, or other advisors.
We need to be part of the ‘A Team.’ ”

“We help our clients set goals. We enable them to make unbiased, clear choices.”

Professional Snapshot

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants – Treasurer of the DSCPA-PAC

Pennsylvania Institute of Certified Public Accountants

Delaware State Chamber of Commerce – Tax Committee Chairman

Chester County Estate Planning Council – Board Member, Former Board President (2009-2010)

Estate Planning Council of Delaware

National Association of Estate Planners and Councils – President Elect

Wilmington Tax Group – Former Chairman
__

Temple University – Bachelor of Science Degree in Accounting

Widener – Master of Science Degree in Taxation

Accredited Estate Planner (AEP®)
__

Delaware Community Foundation – Planned Giving Committee Member
__

Recognized in Delaware Today as a 2013 and 2012 Five Star Wealth Manager

Recognized in Philadelphia Magazine as a 2013, 2012 and 2011 Five Star Wealth Manager

Jewish Community Center Young Leadership Award Recipient in 1996

 

Contact Jordon

302.573.3911 or jrosen@belfint.com

Download Jordon’s vCard

  • CONTACT BLS

    Don’t hesitate to contact us for  information or if you have a question to discuss with one of our experts.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

    • Patient Centered Outcome Institute Fees Due by July 31, 2014

      If your company offers a self-insured health and welfare plan, a HRA, or a FSA, your company must pay a fee per covered person by July 31, 2014 on Form 720.

    • Fraud Interviews

      Imagine that I am standing over a hunched plan administrator in a dark room with a single bright light shone on them screaming “did you take money from the plan?!?”

  • BELFINT NONPROFIT 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.