Jordon N. Rosen, CPA, AEP®, Elected into the NAEPC Estate Planning Hall of Fame® and Honored as an Accredited Estate Planner® (Distinguished) Designee by the National Association of Estate Planners & Councils.

Belfint, Lyons & Shuman, CPAs (BLS) announced that the National Association of Estate Planners & Councils (NAEPC) recognized Jordon N. Rosen, CPA, AEP® as an entrant into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2020. This award was presented on Wednesday, December 2, 2020, by NAEPC leadership during a special virtual election ceremony.

Jordon is one of only seven estate planning professionals to receive this prestigious award in 2020, which is given annually in recognition of lifetime achievement and outstanding contributions to the practice and profession of estate planning within the professional disciplines of accounting, insurance and financial planning, law, philanthropy, trust services, and academia.

Jordan Rosen 500X500
“It would be convenient for me to say that all the hard work finally paid off, but when you enjoy what you are doing as much as I do and an honor like this is put upon you, it just becomes very special and humbling. I have been able to turn my passion of helping others into an extremely fulfilling career.” Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director and Chair of the firm’s estate and trust practice

Jordon provides 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 is also a member of the Delaware State Chamber of Commerce tax committee, the AICPA Trust, Estate and Gift Tax Technical Resource Panel, the AICPA Tax Reform Resource Task Force, and the editorial board of Thomson Reuters Focus publication. As the Delaware Ambassador of the Financial Literacy Foundation, Jordon has spearheaded October being proclaimed as Estate and Gift Planning Month in Delaware for the past two years.

Michael French 500X500
“Congratulations to Jordon on this truly great achievement! He has been a stalwart in the estates and trust field, within our firm, our community and our industry throughout his career. One of his mentees, Karly Laughlin, recently said that she was ‘very lucky to have a mentor who is so highly respected in the field for not only being a technical expert, but also for making such significant contributions in enhancing the estate planning community.’ I speak on behalf of our entire firm in saying that we couldn’t agree more.” Michael French, CPA, Managing Director, Belfint, Lyons & Shuman, CPAs (BLS)

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Belfint, Lyons & Shuman, PA

Belfint, Lyons & Shuman was founded in 1923, as a small accounting practice whose staff was committed to building long-standing, mutually beneficial relationships with clients and business associates. Today, with more than 60 professionals, we have become one of the largest and most respected certified public accounting firms in Delaware while never losing sight of our founding commitments. We have a diverse client base and offer services such as: accounting & auditing, tax planning & compliance, small business services, litigation support, employee benefit plan audits, succession planning, business & management consulting, and corporate services for investment holding companies. We also have an office in West Chester, Pennsylvania.

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