Estate Planning for the 99% of Us
Date: Tuesday, November 19, 2024
Time: 1:30pm - 5:00pm
Location: Barristers Club 1114 Walnut St, Allentown, PA 18102
Speaker: Jordon N. Rosen, CPA, MST, AEP®
We are excited to welcome Jordon N. Rosen to present on "Estate Planning for the 99% of Us" on Thursday, September 19th 2024. Mark your calendars and stay tuned for more information.
With over 43 years of accounting experience, Jordon N. Rosen, CPA, MST, AEP® (Distinguished) is a
former Director and shareholder at the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman,
where he headed the firm’s estate and trust practice and provided estate, trust and income tax
consulting and compliance services to the firm’s higher net worth clients and business owners. He also
served as Director of Tax Practice Quality Control for the firm, providing oversight of the firm’s
adherence to its risk management policies.
Mr. Rosen is a past President of the National Association of Estate Planners and Councils (NAEPC), which
in 2020 inducted him into the Estate Planning Hall of Fame. He has also served as president of the
Delaware Estate Planning Council and the Chester County, PA Estate Planning Council. Mr. Rosen is also
the past Chair of the Tax Committee of the Delaware State Chamber of Commerce, is a past member of
the AICPA Trust, Estate and Gift Technical Resource Panel and Tax Reform Resource Task Force, as well
as a member of the editorial board of Thomson Reuters Focus publication and has served as chairperson
of the Nemours Planned Giving Committee.
Jordon is a licensed CPA in Delaware and Pennsylvania and is a member of the Pennsylvania Institute of
CPAs and the AICPA Tax Section. He also holds the designation of Accredited Estate Planner and has
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 income, estate and trust 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.
