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Client Spotlight: Nica Shields Breaks a World Record!

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Business Management, Coronavirus Leave a Comment

At Glass Jacobson, we love seeing our clients accomplish all their life goals. In May of 2019, we got to see one of our clients, Maria “Nica” Shields, break the …

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Glass Jacobson Hires R. Daniel Gartrell as Senior Tax Manager

Glass Jacobson Wealth Advisors Glass Jacobson News Leave a Comment

Baltimore CPA and wealth management firm, Glass Jacobson Financial Group, announced the hiring of R. Daniel Gartrell, CPA, Esq. as Senior Tax Manager. Gartrell brings 22 years of experience to …

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New SBA Guidelines Provide More Clarification for PPP Loan Forgiveness

Edward J. Jacobson, CPA, CVA Coronavirus, Business Management Leave a Comment

As expected, the Small Business Administration issued new guidance on PPP loan forgiveness in a May 22 release of new interim final rules. An additional memo with new interim rules …

When Can We Expect Economic Normalcy?

Jonathan S. Dinkins, CPA/PFS, CIMA®, AIF® Personal Finance, Tax Planning For Individuals, Investing, Economic Update, Coronavirus Leave a Comment

As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our economic well-being. Please consider that …

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SBA Issues PPP Loan Forgiveness Guidance

Glass Jacobson Wealth Advisors Business Management, Coronavirus Leave a Comment

The wait is over for small businesses looking for guidance from the Small Business Administration regarding the PPP loan forgiveness process. The new guidance that was promised for the end …

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Maryland 529 plan: Benefits of Contributing to an MD 529 Plan

Byron T. Deese Personal Finance 3 Comments

Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible to receive dollar-for-dollar matching contributions …