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Women, Protect Yourself!

Wealth Wisdom Blog

Sam Snyder

January 28, 2011 | Subscribe to our RSS Feed


We are sad to say goodbye to our colleague and friend, Sam Snyder.  Sam died on January 21st after a long battle with Pick’s Disease, a rare neurological disorder.

http://www.baltimoresun.com/news/obituaries/bs-md-ob-samuel-snyder-20110127,0,5222269.story

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A Seminar for Women- Protect Yourself

January 10, 2011 | Subscribe to our RSS Feed

On February 5th from 9am to 12noon, Glass Jacobson is partnering with Hodes, Pessin and Katz to present a very important seminar for women- Protect Yourself.

This is a free seminar FOR WOMEN.  Learn how to protect yourself, your family and your business in discussions about legal and financial protection, womens’ health and nutrition issues and self defense.

The agenda is as follows:

9:00 a.m. – 9:15 a.m. Coffee, Tea and Greetings

9:15 a.m. – 10:15 a.m. SESSION 1 (attend 1 of 2 sessions offered)

HOW TO PROTECT YOURSELF FINANCIALLY and LEGALLY OR

HOW TO PROTECT YOUR BUSINESS FINANCIALLY and LEGALLY

10:15a.m. – 10:30 a.m. Break

10:30 a.m. – 11:30 a.m. SESSION 2 (attend 1 of 2 sessions offered)

SELF DEFENSE ADVICE AND TECHNIQUES OR

NUTRITION AND MEDICAL ADVICE

11:30 a.m. – Noon Meet the Presenters

For more information, please view the full PROTECT YOURSELF Invitation.

To register, contact Erin Covell at (410) 938-8800 or ecovell@hpklegal.com.

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Jon Dinkins recognized by Eagle Scouts

November 17, 2010 | Subscribe to our RSS Feed

Jonathan Dinkins, Financial Services Partner at Glass Jacobson was awarded the “Eagle to Eagle” award by the Boy Scouts of America on November 9, 2010.  The award is given to an adult Eagle Scout for demonstrating role model leadership back to scouting.

Jon is active with the Baltimore Area Council – Boy Scouts of America, serving on its Executive Board and numerous committees.  Himself, an Eagle Scout, he believes in building a stronger community to improve the lives of Baltimore’s citizens.

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GJ Announces DC Expansion and Gov’t Expertise

September 13, 2010 | Subscribe to our RSS Feed

FOR IMMEDIATE RELEASE


Glass Jacobson Expands to Reach Stimulus-Impacted Clients

Merger with Rockville Firm Adds Wealth Management to Local Tax and Accounting Practice

ROCKVILLE, Md. – September 7, 2010 – CPA and wealth management firm Glass Jacobson today announced its merger with Rockville, Md.-based accountant Douglas C. White and his team.  The timely merger extends Glass Jacobson’s sophisticated accounting, tax and investment services to Washington, DC metro area clients impacted by federal stimulus spending.  The merger is effective immediately.

“Many government contractors who received stimulus dollars are frustrated by the lack of personal service bigger firms provide,” Glass Jacobson President Ed Jacobson said.  “Glass Jacobson’s holistic approach to client management will help these business owners deal with the personal and business issues resulting from stimulus generated opportunities.”

According to the latest statistics, federal dollars earmarked for goods and services in Maryland rose year-over-year by nearly $9 billion.  The Census Bureau reported on Tuesday that the U.S. government spent more than $34 billion in stimulus dollars with Maryland contractors last fiscal year, a 35 percent increase in procurement.

“The stimulus dollars have had an impact on our client base.  Contracting for the government complicates accounting compliance,” Mr. White said. “Glass Jacobson’s approach to full-service wealth management and accounting services gives us more ways to help them.”

Mr. White brings to Glass Jacobson extensive knowledge of the service, consulting, lobbying and high-tech industries, real estate management , development and construction firms, and political organizations.  He has a life and health insurance license, is a Certified Valuation Analyst (CVA) and has been designated as an expert witness in Montgomery County, Md. for domestic relations and business valuation cases.  Mr. White also currently serves as the President of Integra International, an affiliation of over 100 independent member firms worldwide, enabling Glass Jacobson to leverage a global perspective.

Steve Cho, CPA and Hugh Vivian will also join Glass Jacobson as a part of Mr. White’s team.

Questions?

sarah.sedlak@glassjacobson.com

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.

CONTACT
Jeffrey Bukowski
443-655-3774
jdbukowski@bukowskipr.com

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GJ Creates Women-Owned Business Practice

July 30, 2010 | Subscribe to our RSS Feed

FOR IMMEDIATE RELEASE

Glass Jacobson Creates Women-Owned Business Practice

Tammy Schneider, CPA, Named as First Director of New Department

OWINGS MILLS, Md. – July 30, 2010 – Wealth management and CPA firm Glass Jacobson is pleased to announce the creation of the Women-Owned Business Practice, devoted to serving the unique needs and challenges of women-owned businesses. Tammy Schneider has been named as the department’s director.

According to a recent report from the U.S. Women’s Chamber of Commerce, the number of women-owned businesses nationally is growing, but their share of total business revenue is declining. In the Baltimore metro region, women business owners are too often without the resources they need to achieve the highest possible level of success. Glass Jacobson’s unique Women-Owned Business practice will proactively reach out to this growing population, assisting them in accomplishing their professional goals, growing their businesses and increasing revenue.

“Creating this department represents a natural evolution in Glass Jacobson’s commitment to providing full-service wealth management,” said Glass Jacobson President Ed Jacobson. “Women represent an increasingly significant portion of business owners in the Baltimore area, and we are excited to be a devoted partner in helping them achieve to their highest potential.”

Promoting Ms. Schneider, who has been with Glass Jacobson since 2007, to head the department was also a natural decision. Ms. Schneider has worked with women business owners throughout her career, becoming well-known as a premier accountant for their needs. In addition, she is a member of the National Association of Women Business Owners (NAWBO).

“Glass Jacobson recognizes and understands that there is a difference in how women approach business,” Ms. Schneider said. “I’m extremely proud to work for such a firm, and to be in a position to help women significantly grow their businesses.”

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.

CONTACT
Jeffrey Bukowski
443-655-3774
jdbukowski@bukowskipr.com

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