Jordon Rosen, CPA

DIRECTOR – Tax & Small Business

 

Meet Jordon
Asset | Advocate | Advisor | Speaker

Jordon is a Director and shareholder at BLS and heads the firm’s estate and trust practice. Jordon also provides tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the Immediate 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. Jordon also serves as Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a member of the AICPA Trust, Estate and Gift Technical Resource Panel and is 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 also holds the designation of Accredited Estate Planner and has been recognized multiple years as a 5-Star Wealth Manager by Philadelphia Magazine and Delaware Today.

Jordon 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 Master’s degree in Taxation from Widener University.

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

Pennsylvania Institute of Certified Public Accountants

Delaware State Chamber of Commerce – Tax Committee Chair

Chester County Estate Planning Council

Estate Planning Council of Delaware

National Association of Estate Planners and Councils – Immediate Past President

Wilmington Tax Group – Former Chairman
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Temple University – Bachelor of Science Degree in Accounting

Widener – Master of Science Degree in Taxation

Accredited Estate Planner (AEP®)
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Delaware Community Foundation – Planned Giving Committee Member

2014 Appointed to Legislative Tax Force to study and improve Delaware’s Unclaimed Property Program

Trust, Estate and Gift Tax Technical Resource Panel Member
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Recognized in Delaware Today as a 2014, 2013 and 2012 Five Star Wealth Manager

Recognized in Philadelphia Magazine as a 2014, 2013, 2012 and 2011 Five Star Wealth Manager

Recognized in 2014 by the Chester County Estate Planning Council for national and local service
to the estate planning profession

Jewish Community Center Young Leadership Award Recipient in 1996

 

Contact Jordon

302.573.3911 or jrosen@belfint.com

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