CPA, JD, Partner
Jerrold D. Rosen joined Hochschild, Bloom & Company LLP in 2000 as the director of taxation, and became partner in 2014. Mr. Rosen has also practiced law as a partner at a St. Louis law firm and has been a manager with a national CPA firm. Mr. Rosen has a broad range of experience in all aspects of taxation including tax compliance, tax planning, estate planning, and research. Mr. Rosen’s areas of concentration include corporate and individual federal and state income taxation, retirement plans, compensation planning, estate planning, partnerships, and tax exempt organizations. His duties with the Firm include researching tax and tax-related issues, coordinating tax audits and IRS controversies, review of tax files and returns, presentation of client and in-house seminars, supervision of the Tax Department personnel, administration of the Tax Department and its internal procedures, and providing relevant tax information and updates to the Firm’s tax and accounting staff.
Educational Background And Certifications
Mr. Rosen graduated from the University of Illinois, Urbana-Champaign in 1973 with a Bachelor of Science degree in Economics. Mr. Rosen graduated from the Washington University School of Law in 1976 with a Juris Doctor degree. Mr. Rosen was admitted to the Illinois Bar in 1976 and the Missouri Bar in 1987. Mr. Rosen passed the May 1978 CPA examination and received his CPA certificate (CPA certificate number 6702) from the Missouri Board of Accountancy in 1980. He is licensed to practice law in the States of Missouri and Illinois.
Mr. Rosen has participated in professional development courses sponsored by the American Institute of Certified Public Accountants (AICPA), the Missouri Bar Association, the Bar Association of Metropolitan St. Louis, the Missouri Society of Certified Public Accountants (MSCPA), and Estate Planning Council. His education has included accounting, taxation, ERISA, and estate planning.
Mr. Rosen is a member of the AICPA, the MSCPA, the Missouri Bar, and Bar Association of Metropolitan St. Louis.