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Women, Protect Yourself!

Wealth Wisdom Blog

Changes to the (8)a Rules Will Affect How you do Biz with the Government

December 16, 2011 | Subscribe to our RSS Feed

On March 14, 2011, the government made some significant changes to the rules for becoming 8(a) certified and maintaining that certification.  These rules affect a lot of people who currently do business with the government or who want to.  Glass Jacobson’s resident government contracting expert, Steve Cho, weighs in on this very informative webinar hosted by our friends at isiFederal.

Check out the webinar below to answer big questions like:

  • how do I qualify and maintain 8(a) certification under the new rules?
  • when do I want to transition out of the 8(a) program?
  • how do I find primary decision makers in the government?
  • how do I work with “influence clusters” to win government contracts?

Questions for Steve?   steve.cho@glassjacobson.com

Questions for Dave Lowe at isiFederal? dlowe@isiFederal.com

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GJ’s Tammy Schneider Honored as one of Baltimore’s Leading Women

December 12, 2011 | Subscribe to our RSS Feed

For Immediate Release

Glass Jacobson’s Tammy Schneider Honored
as One of Maryland’s “Leading Women.”

Award Given to Women of “Tremendous Accomplishment”

Tammy Schneider

Tammy Schneider


OWINGS MILLS, Md. – December 5, 2011 – Baltimore CPA wealth management firm Glass Jacobson is pleased to announce that Tammy Schneider, director of the firm’s Women-Owned

Business Practice, has been honored as one of The Daily Record’s “Leading Women” of 2011.

The annual award was presented this year to 46 women 40 years old or younger “for the tremendous accomplishments they have made so far in their career,” according to Baltimore’s The Daily Record. The women are judged based on “professional experience, community involvement and a commitment to inspiring change.”

Ms. Schneider certainly scored high marks in all three categories. She has been the director of Glass Jacobson’s Women-Owned Business Practice since its inception in 2010 and co-founded the successful series of women-focused seminars – “Women: Protect Yourself!” – that strive to teach women financial and legal strategies to keep their businesses and their personal lives solid, as well as providing relevant personal help in areas such as self-defense and nutrition.

Ms. Schneider is also tremendously active in the Baltimore community and philanthropic activities. For two years she has served on the board of directors for Camp Fire USA – Baltimore, Inc., one of the state’s leading not-for-profit youth development organizations that allow young people to participate in community-based experiential learning programs that are socially responsible and environmentally focused.

She also sits on Junior Achievement MD’s Associate Council and contributes bi-monthly articles to the Independent Insurance Agents of MD’s “Maryland Messenger” publication. Ms. Schneider is a supporting member National Association of Women Business Owners (NAWBO) and volunteers time with Mechanicsville Elementary School PTA, Carroll County YMCA Sports, Oasis Homeless Shelter and her church.

“This recognition shows what we at Glass Jacobson have known since Tammy Schneider joined the firm in 2007 – that she is a dynamic force for positivity for Baltimore’s business community and the women who work in it,” said Glass Jacobson President Ed Jacobson. “Her tireless work ethic, devotion to the community and creativity are an inspiration for everybody who is fortunate enough to work with her.”

The Daily Record received more than 100 nominations for this year’s “Leading Women” award, and Ms. Schneider’s accomplishments stood out as particularly inspirational. In addition to her frenetic professional schedule, she maintains a close and loving family relationship with her husband and two sons and has achieved the balance so many struggle to find.

“While I’m very pleased to be included in a group of truly amazing women, I hope my success can continue helping other women carve their own path to success,” Ms. Schneider said. “If  future “Leading Women” awards are given to women I’ve helped along the way, then I’ll feel like I truly earned the award.”

About Glass Jacobson

Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management Model brings together the essential services of Investment Management, Advanced Planning and Relationship Management, and delivers them with unparalleled expertise and professionalism.  Serving as a business and personal advisor, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see www.glassjacobson.com.

Securities by licensed individuals offered through Triad Advisors, A registered Broker/Dealer, Member FINRA/SIPC.


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Year End Tax Planning Tips for Small/Mid Businesses

December 9, 2011 | Subscribe to our RSS Feed

Resident Tax Expert Jeff Cohen presented year end tax planning tips to a group of Maryland business owners last night.  If you missed the presentation, but want to plan a strong close to 2011 , view the slide presentation below.  Strategies that worked in the past might not this year, while there are some exciting new opportunities.

Questions about how you can plan for the year end and start 2012 on the right foot?

jeff.cohen@glassjacobson.com



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Year End Tax Planning Clinic

December 2, 2011 | Subscribe to our RSS Feed

“Are you ready for some taxes”?

Glass Jacobson tax specialist Jeff Cohen will talk to small businesses about what they need to know to close out the year in a smart way, and get 2012 off on the right foot.

Tax topics will include depreciation, tax credits, deductions, planning tips…….. There are many tax laws about to expire, are you prepared?

Join us on December 8th to hear these and other timely topics to plan for 2011 as it comes to a close and be prepared for 2012.  Click here for information on Year End Urgency for Small Companies.

To rsvp, email Jeff Cohen.

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Jon Dinkins Recognized as “Best Financial Advisor for Doctors”

November 29, 2011 | Subscribe to our RSS Feed

Glass Jacobson’s Jonathan S. Dinkins Recognized as One of the Country’s “Best Financial Advisors for Doctors”

Medical Economics Names Owings Mills-Based Financial Advisor for 2011

Owings Mills, Md. – Nov. 29, 2011 – Owings Mills CPA/-Wealth Management firm Glass Jacobson is pleased to announce that Jonathan S. Dinkins has been recognized as one of the “150 Best Financial Advisers for Doctors” by Medical Economics magazine. Dinkins is one of six Maryland-based financial advisers on the prestigious list, and 2011 marks his fourth year of inclusion.

Published in Medical Economics’ Nov. 10, 2011 issue, the list reflects an exhaustive nationwide search for the best financial advisers for doctors.  “Jonathan Dinkins represents the expertise, professionalism and high level of trust that Glass Jacobson clients expect,” said Edward J. Jacobson, president of Glass Jacobson. “Being recognized again by Medical Economics provides a tangible symbol of what his clients and colleagues have always known – that he is the best of the best when it comes to providing doctors the highest level of financial advice.”

A leading national trade publication, Medical Economics helps educate physicians regarding the business side of medicine, the nonclinical problems associated with running a private, office-based practice.

About Glass Jacobson

Founded in Baltimore in 1962 as a traditional CPA firm, Glass Jacobson has evolved into a wealth management firm to better serve its clients’ diverse, ever-growing financial needs. Today, the firm’s unique Wealth Management model brings together the essential services of accounting and tax, Investment Management, Advanced Planning and Fiduciary Consulting, and delivers them with unparalleled expertise and professionalism.

Serving as a business and personal, Glass Jacobson looks beyond the numbers to get to the core of every client’s financial situation. The firm delivers a full team of in-house CPAs, investment advisors, financial planners and insurance specialists to every client. To learn more about Glass Jacobson, please see www.glassjacobson.com.

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