Jordon Rosen, CPA, MST, AEP<sup>®</sup>

Jordon Rosen, CPA, MST, AEP®

Retired Director
Tax & Small Business

302.225.0600

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'."

About Jordon

Jordon retired on December 31, 2021 with more than 21 years of service at BLS and over 43 years in public accounting!

Prior to joining BLS, Jordon served as a partner in other prominent CPA firms, but he specifically mentions Carolyn Fausnaugh of Carolyn J. Fausnaugh & Associates, P.A. as having the most impact on his career.  He credits her (one of the first female CPAs to have her own firm in Delaware) with bringing him to Delaware, and mentoring his 26-year old self on the journey of owning a CPA firm himself when he ultimately purchased half her practice.

Jordon began his two-decade long career at BLS on November 6, 2000, when he joined as a Principal with a specialty in tax. He was admitted as a Shareholder and Director on December 1, 2003 and went on to develop and expand a robust estate, gift, and trust practice. His commitment to this practice group reaped a personal reward when he was inducted into the NAEPC Estate Planning Hall of Fame in 2020 – an event that Jordon cites as one of the most gratifying of his career.

Jordon was a Director and shareholder at BLS and lead the firm’s estate and trust practice. Jordon provided tax consulting and compliance services to the firm’s higher net worth clients and business owners. He is the 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 was also a member of the AICPA Trust, Estate and Gift Technical Resource Panel and was a member of the editorial board of Thomson Reuters Focus publication.

Jordon continues to be 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.

Areas of Specialization

Estate & Trust Services High Net Worth

Professional Memberships & Recognition
  • American Institute of Certified Public Accountants
  • Delaware Society of Certified Public Accountants
  • Pennsylvania Institute of Certified Public Accountants
  • Delaware State Chamber of Commerce
  • Chester County Estate Planning Council
  • Estate Planning Council of Delaware
  • National Association of Estate Planners and Councils – Past President
  • Wilmington Tax Group – Former Chairman
  • Elected into the NAEPC Estate Planning Hall of Fame®
  • Honored as an Accredited Estate Planner® (Distinguished) Designee by the NAEPC
  • 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
Boards & Committees
  • Nemours Planned Giving Committee – Chair
  • Delaware State Chamber of Commerce – Tax Committee Member
  • AICPA Tax Reform Resource Task Force – Committee Member
  • AICPA Tax Profession Strategic Advisory Group – Member
  • AICPA 2020 ENGAGE Planning 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
Education
  • Temple University – Bachelor of Science Degree in Accounting
  • Widener – Master of Science Degree in Taxation
  • Accredited Estate Planner (AEP®)

Insights from Jordon

Need Additional Information?

If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!