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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

Estate Planning Council of Delaware

National Association of Estate Planners and Councils – President Elect

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 – Volunteer Service Team (2014-2015)
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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

Download Jordon’s vCard

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