Planning for Estates Under $10 Million

Date: Thursday, October 22, 2015
Time: 11:15am - 1:30pm
Location: King Center at SDSM&T (Christensen Hall of Fame Room)
Speaker: Jordon Rosen

Jordon N. Rosen, CPA, MST, AEP® is a Director and shareholder in the Wilmington, Delaware CPA firm of Belfint, Lyons & Shuman, where he 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 current 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.  Mr. Rosen 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 the past 4 years 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 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.

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