Announcing the “Protect Yourself” Series!
July 25, 2011 | 
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Series Focuses on Unique Challenges Women Face
Owings Mills, Md. – July 25, 2011 – Following on the success of February’s “Protect Yourself” seminar, CPA Wealth Management firm Glass Jacobson and law firm Hodes, Pessin & Katz are pleased to announce that the seminars will become a regular series, with the first to take place Tuesday, September 20. Subsequent seminars will take place in November, January and May.
Financial and legal professionals from both firms will present at the series, called “Women: Protect Yourself: Financial and Legal Strategies for Navigating Life’s Stages.” Devoted to help women navigate the unique challenges they face, each of the free seminars will focus on a distinct topic, such as:
- Women in Business- Business 101 and 201
- Women with Young Families
- Women taking care of Aging Parents
- Women facing an “Empty Nest”
“Glass Jacobson and Hodes, Pessin & Katz have a long-standing commitment to serving the women of our community,” said Tammy Schneider, director of Glass Jacobson’s Women In Business Practice. “The ‘Protect Yourself’ series is an extension of that commitment and will give women the valuable information they need to further themselves, their businesses and their families.”
“Protect Yourself” also provides a fully rounded experience, giving women valuable life information. In addition to providing women with crucial financial and legal advice, the seminars will also feature leading nutritionists and self-defense experts to teach women how to live fuller and healthier lives.
“In the Baltimore metro region, women are too often without the resources they need to achieve the highest possible level of success,” said Nicole Ames, director of marketing and business development at Hodes, Pessin & Katz. “With these seminars, we seek to provide those needed resources and give women a new sense of empowerment.”
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.
About Hodes, Pessin & Katz
Hodes, Pessin & Katz, P.A. (HPK) is one of Maryland’s leading law firms. With offices in Towson, Columbia, Bel Air and Cambridge, HPK is comprised of over 60 lawyers, paralegals and law clerks, whose practices span the legal field.
Practice areas include bankruptcy, corporate and business law, criminal law, education law, estate planning, litigation, insurance law, intellectual property matters, labor and employment law, medical malpractice defense and same sex/LGBT law. HPK’s size, diversity and team approach provide clients with confidence. They know they can rely on HPK to help them navigate a myriad of legal issues—throughout their lives.
Bob Cohen Joins Glass Jacobson
June 29, 2011 | Subscribe to our RSS Feed
Owings Mills, Md. – June 27, 2011 – CPA Wealth Management firm Glass Jacobson is pleased to announce that Robert “Bob” Cohen has joined the firm as a Principal. Mr. Cohen will be responsible for managing and growing the firm’s tax preparation services and for continuing to expand the firm’s presence in the Washington, D.C. metro region.
Prior to joining Glass Jacobson, Mr. Cohen was a tax partner at BDO Seidman, a national accounting and consulting firm. His work at Glass Jacobson will focus on tax and wealth planning for closely-held businesses in real estate, construction, distribution, and professional services. He specializes in advising businesses through mergers and acquisitions through expert advice with tax, legal structure and financing.
“Glass Jacobson’s unique approach for building wealth for both our individual and businesses clients through our combined tax, accounting and financial/ investment planning practices is exactly the way I’ve practiced my entire career,” Mr. Cohen said. “Combining my broad and deep tax experience with my financial planning background as a CERTIFIED FINANCIAL PLANNER®, Glass Jacobson is a perfect fit.”
A New Jersey Native, Mr. Cohen is a graduate of The University of Maryland for both undergraduate and graduate studies, Mr. Cohen is a member of the University’s Alumni Association. In addition, he serves on Maryland Association of Certified Public Accountants; American Institute of CPAs; Technology Council of Maryland; and Suburban Maryland Estate Planning Council. He has written articles for publication in the areas of tax and financial planning.
“Bob Cohen has a stellar and well-deserved reputation as a financial services professional and is clearly devoted to providing his clients the highest level of service and reliability,” said Glass Jacobson President Edward Jacobson. “We are excited at the potential for growth he brings to our expansion into the D.C. market.”
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.
Securities Offered Through Triad Advisors. Member FINRA & SIPC
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Marina Sidelnikova Earns Prestigious CPWA Designation
May 6, 2011 | Subscribe to our RSS Feed
Glass Jacobson’s Marina Sidelnikova recently earned the Certified Private Wealth Advisor designation. The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth. Marina has worked at Glass Jacobson since November 2007 and is responsible for serving the firm’s individual investment clients.
The CPWA marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax efficient portfolios, business planning, retirement planning, charitable planning, and estate planning. CPWA licensees must also agree to meet ongoing continuing education requirement, uphold IMCA’s Code of Professional Responsibility, and adhere to the Rules and Guidelines for the use of the marks.
IMCA was established in 1985 to set the standards and practices for the investment management consulting profession and provide investment consultants with the credentials and tools required to best serve their clients. IMCA serves more than 7,500 members. For more information about the IMCA or CPWA designation, visit www.IMCA.org.
GJ Making Inroads In DC Region
March 22, 2011 | Subscribe to our RSS Feed
The Montgomery County Gazette covers Glass Jacobson’s expansion into the DC Region on Tuesday, March 15, 2011. Visit the Gazette for the full story, or read on below.
Rockville merger boosts market share for CPA firm
Glass Jacobson of Baltimore makes inroads in D.C. suburbs
A longtime Baltimore-area accounting firm has made solid headway since entering Montgomery County last fall with a merger, executives said.
Glass Jacobson, which was founded in Baltimore in 1962 as a conventional certified public accounting firm, joined with the firm of Rockville accountant Douglas C. White. White is now a partner of Glass Jacobson in its Rockville office.
Glass Jacobson had thought about moving into the suburban Maryland-Washington, D.C., market, with its extensive government contracting and international business, for a couple of years, said Glass Jacobson’s president, Ed Jacobson. White, who previously had worked on projects with Jacobson, called with the merger idea about a year ago, Jacobson said.
“That’s when it clicked,” Jacobson said. “It made sense for us to associate with someone who was highly established in the area, rather than open a brand new office.” The merger was completed Nov. 1.
Clients that receive federal stimulus spending are a key target in Montgomery County, Jacobson said.
“We have been picking up more government contracting clients,” he said. “We are able to piggyback off their technical knowledge.”
Glass Jacobson’s array of services gives White’s clients a much greater range in areas such as investment management and planning and auditing, White said. In turn, White’s firm brings extensive knowledge and clients in the government contracting, nonprofit, high-tech and international areas, he said.
“It’s been a good fit,” White said.
With the merger, the Glass Jacobson-White operation has added three or four more people from the old company and is hiring, White said.
“We are able to compete now with the larger local firms,” he said. “Most of our clients before were in the $2 million to $10 million range. Now, they are in the $5 million to $75 million range.”
White is president of the executive committee of the AAA division of Integra International, an affiliation of more than 100 firms worldwide. This enables Glass Jacobson to leverage the expertise of larger firms, he said.
Sanford E. Saidman also joined the firm as a principal in January after operating his own accounting firm, Saidman Financial Services of Rockville, since 1977.
At some point, the company will likely review opening an office in Northern Virginia, perhaps in the Tysons Corner area, which is undergoing transit improvements, White said.
“That is a big high-tech and business area,” he said.
kshay@gazette.net
Glass Jacobson Recognized in Baltimore Magazine
February 4, 2011 | Subscribe to our RSS Feed
Glass Jacobson’s President, Ed Jacobson, and Managing Partner, Michael Cohen, were both recognized in the February 2011 issue of Baltimore Magazine as “5 Star Wealth Managers.”
The “5 Star Wealth Manager” list is an elite group of Baltimore’s advisors- less than five percent of those in the area, and was compiled through an unbiased survey of 99,000 high-net-worth households in the region.
Ed was recognized as top advisor for business planning and Michael as a top advisor for investments.