Jordon Rosen Retires

Jordon N. Rosen, CPA, AEP ® (Distinguished), director of estates and trusts, retired from Belfint, Lyons & Shuman, P.A. (BLS) on December 31, 2021 with more than 21 years of service at BLS and over 43 years in public accounting.

Rosen began his two-decades-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.

“Without a doubt, my entire career, especially the past 21 years at BLS CPAs, has been exciting and rewarding. BLS has been my second home and my clients have been my second family. It has been both a pleasure and honor to have worked alongside such strong professionals and amazing clients. I leave the firm and the profession with many memories and no regrets.” said Rosen.

The DSCC extends a special congratulations and thanks to Jordon who volunteered his time and expertise on our Tax Committee for many years!