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Wealth Wisdom Blog

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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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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Glass Jacobson Recognized as a Top Investment Firm

October 2, 2009 | Subscribe to our RSS Feed

Glass Jacobson made the Baltimore Business Journal’s list of top Baltimore Investment Firms on Friday, September 28th. While GJ is a regular on the BBJ’s List of Top Accounting Firms, this is our first appearance on the Top Investment Firms list.

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Jeff Cohen Recognized as One of Baltimore’s Top Accountants

September 8, 2009 | Subscribe to our RSS Feed

Glass Jacobson is happy to announce that Jeff Cohen, Senior Tax Manager, has received a Baltimore SmartCEO 2009 SmartCPA Award, which recognizes the top accountants in Greater Baltimore based on their expertise, relationship development, achievements, leadership and innovation.

Jeff was recognized because he has used his ingenuity and well-versed experience with the Maryland tax code to develop a program for reverse auditing company’s personal property tax and sales/use tax. These engagements have resulted in large recoveries for the clients. In this economic climate, small businesses can use that extra money!

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Tax Questions Answered Live

August 21, 2009 | Subscribe to our RSS Feed

Join Glass Jacobson’s Senior Tax Partner, Steve Albert, on “Consuming Interests,” a live chat at the Baltimore Sun.

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