GJ Named a Top Wealth Manager
July 28, 2010 | 
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Glass Jacobson Investment Advisors is pleased to announce our recognition in the 2010 Top Wealth Manager Survey by “Wealth Manager” magazine. The survey represents the largest, most well established Registered Investment Advisors in the country, and we are proud to be named among them.
Read about the survey criteria and the named firms here.
Glass Jacobson’s Tammy Schneider Elected President of Camp Fire USA Baltimore
July 7, 2010 | Subscribe to our RSS Feed
FOR IMMEDIATE RELEASE
CONTACT:
Jeffrey Bukowski
Bukowski Public Relations
443-655-3774
jdbukowski@bukowskipr.com
Glass Jacobson’s Tammy Schneider Elected President of Camp Fire USA Baltimore
Will Serve Two-Year Term for Learning and Leadership Organization
OWINGS MILLS, Md. – July 7, 2010 – Camp Fire USA Baltimore, a leading experiential learning program, is pleased to announce the election of Tammy Schneider as the organization’s president and chairperson of the board. Ms. Schneider’s term begins immediately.
She replaces Erin Lineberry of Laureate Education, who served a two-year term prior and will continue to serve on the board.
Under Schneider’s leadership, the board will focus on securing additional, ongoing support, particularly from the corporate sector.
“I am extremely proud to serve as president and chair for this very important organization,” Ms. Schneider said. “I have had the privilege of serving on the board with a great group of people and am eager to oversee Camp Fire USA Baltimore as we continue to grow and make a difference in the lives of Maryland children.”
Ms. Schneider is an accountant at Owings Mills-based CPA wealth management firm Glass Jacobson, where she uses her expertise to help business owners achieve their business and personal financial goals, and has long specialized in guiding women business owners. In addition to her long-standing work at Campfire USA Baltimore, 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.
About Camp Fire USA Baltimore
Serving hundreds of young people annually through after-school programs and summer day camps, Campfire USA Baltimore builds caring, confident youth and future leaders. Through its
socially responsible and environmentally focused experiential learning programs, Campfire USA Baltimore teaches children to be creative, work together as a team, communicate their ideas and manage conflicts. For more information, please visit http://www.discovercfusa.org.
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 personal CFO, 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.
Success for Emerging Technology Companies
June 25, 2010 | Subscribe to our RSS Feed
*** MEDIA ADVISORY ***
Glass Jacobson Sponsors Presentation by Paul Palmieri, President and CEO, Millennial Media
EXCELLENT INTERVIEW OPPORTUNITY WITH MOBILE ADVERTISING GURU
Owings Mills-based wealth management and CPA firm Glass Jacobson is pleased to sponsor a presentation by Millennial Media President and CEO Paul Palmieri to be held at the offices of Emerging Technology Centers (ETC) on Tuesday, July 29. Mr. Palmieri is a pioneer and industry leader in the global mobile entertainment and data marketplace, and will share his expertise regarding challenges entrepreneurs faced on the road to success, how they overcame obstacles and the lessons they want to pass on.
WHAT: “ETC Success Stories: Paul Palmieri” sponsored by Glass Jacobson
WHERE: Emerging Technology Centers
2400 Boston Street, 3rd Floor
Baltimore, MD 21224
WHEN: Tuesday, June 29, 2010
12:00 – 1:00 p.m.
RSVP: You may register for the presentation by visiting http://etcsuccessmillennialmedia.eventbrite.com/
As Millennial Media’s President and CEO, Mr. Palmieri is responsible for leading the company’s growth and industry leadership. He has guided the company from startup to its current position as the leading mobile advertising network in the U.S. by focusing on the needs of advertisers, innovative technologies and industry growth. He was recently named “2010 Ernst & Young Entrepreneur of the Year.” We look forward to seeing you there.
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 personal CFO, 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
Pay for Performance- Valuing Quality
June 22, 2010 | Subscribe to our RSS Feed
Update: 7/28
The success of the P4P session raised a lot of questions regarding the staff stability area of the P4P program. Revisit that portion of the presentation here, and we will be hosting a condensed follow up session on this topic soon. Details to follow.
Nursing Facilities seeking funding- Pay for Performance is here. Effective July 1, 2010, nursing facilities in Maryland are being scored and the top rated facilities will receive additional funding.
Glass Jacobson’s Patrick Trotta, CPA and Wendy Warner Utz, Owner of Achieve Health Services will tell you what you need to know about this system to score your best and secure funding you need on Wednesday July 14th at 9:00am.
Learn more about the event here: P4P Information
This program will offer the information providers need to understand the pay for performance (P4P) system in Maryland and how improving quality outcomes in specific P4P measures can affect payment. in addition, providers will hear operational strategies to improve quality and better position the facility to receive P4P funds.
For more information or to register, visit www.hfam.org/category/events
How To: Maximize Profitability and Reduce Costs
May 7, 2010 | Subscribe to our RSS Feed
GJ Tax Manager Jeff Cohen authored an article on Cost Reduction in the May 7th edition of the “Baltimore Business Journal.”
Jeff is our resident expert on spend management best practices, including personal property tax recovery and reduction, sales/use tax recovery and reduction and accounts payable auditing.
Read the full article here: Cost_reduction
Glass Jacobson is a charter member of the Center For Spend Management Excellence (CSME), dedicated to innovating best practices for cost reduction, educating the community on the science of spend management, and helping companies save money on line items such as shipping, telephone, marketing and advertising, energy and office supplies.