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Wealth Wisdom Blog

Medical Economics Names Owings Mills – Based CPA for Third Consecutive Year

November 30, 2009 | Subscribe to our RSS Feed

Owings Mills, Md. – Nov. 30, 2009 – Owings Mills wealth management firm Glass Jacobson is pleased to announce that Jonathan S. Dinkins has been recognized for the third consecutive year as one of the “150 Best Financial Advisers for Doctors” by Medical Economics magazine. Dinkins is one of five Maryland-based financial advisers on the prestigious list.

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Glass Jacobson Presents an Innovative Business Model

November 25, 2009 | Subscribe to our RSS Feed

OWINGS MILLS, Md. – November 25, 2009 – At last month’s Integra International Worldwide conference in Montreal, Owings Mills-based wealth management firm Glass Jacobson demonstrated its leadership and forward thinking to a global audience.

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First Time Homebuyer Credit – Some BASIC Info

November 23, 2009 | Subscribe to our RSS Feed

Q. What is the credit?

A. The first-time homebuyer credit is a new tax credit included in the Housing and Economic Recovery Act of 2008. For homes purchased in 2008, the credit operates like an interest-free loan because it must be repaid over a 15-year period. The credit was expanded in 2009 for homes purchased in 2009, increasing the amount of the credit and eliminating the requirement to repay the credit, unless the home ceases to be your principal residence within the 36-month period beginning on the purchase date. It was further expanded in late 2009 to extend deadlines and to allow long-time homeowners buying replacement homes and people with higher incomes to qualify for the credit.

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Feds Looking To Help Small Business

November 19, 2009 | Subscribe to our RSS Feed

Treasury Secretary Timothy F. Geithner presided over the Small Business Financing Forum presented by the Treasury Department and the Small Business Administration (SBA) on November 18 in Washington, D.C. While the program was aimed at exploring financing issues, recent tax cuts were highlighted as a potential method by which the government could help small businesses increase their cash flow during the current tough economic environment.

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Christine Schmitz Awarded Personal Financial Specialist Credential

November 18, 2009 | Subscribe to our RSS Feed

Glass Jacobson is pleased to announce that our own Christine Schmitz has been awarded the Personal Financial Specialist (PFS) Credential by the American Institute of Certified Public Accountants (AICPA).

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