Julie on the economy The last decade has familiarized us to the aftermath of financial bubbles. We all remember the dot-com bubble when even grandmothers were investing in IPO’s! Then the real estate bubble popped leading to the market decline of 2008 -2009. Because I have been in this business for over a decade, experience…
Around the water cooler Julie’s daughter Julie Grace is a graduate student a Georgetown University and has recently been selected by Fox News to be their congressional reporter intern. Mary Malazita attended a two day IRS tax problem resolution boot camp this July in Baltimore. This intense seminar has provided her with many of…
Top Tax Tips This is a good time to realize capital gains! As the Bush tax cuts are set to expire it is likely that capital gains tax will increase from a rate of 15% or lower in some cases to 20%. The time is now to divest of that appreciated rental property that you…
* Best Tax Tips * Our deficit is now up to 14 trillion dollars and our country is spending double what it brings in from income tax revenue- taxes have no where to go but up. Shelter what you can now by using vehicles such as: Roth IRAs Employer plans Fixed annuities as a substitute…
Article First Appeared in the Summer 2010 Issue of Phlare Magazine 10 Important Financial Considerations when Experiencing Employer Transition Written by Julie Brufke Wenger: While the economic crisis seems to be winding down and while some people may be hopeful about the future, one major uncertainty remains for others: how to handle a job transition.…
January 18, 2012 – Julie Brufke Wenger spoke at the Woman Owned Business Network of Montgomery County Community College. As a successful entrepenuer and business professional Julie was asked to shared her story and provide practical advice for women business owners and entrepeneurs as they start and look to grow their business both professionally and financially. …
Tax Business Do’s and Dont’s by Mary Malazita As a CPA, I handle all of our business mowners that are incorporated as corporations and partnerships; however I do not meet with everyone who is self-employed and files a Schedule C. As a sole proprietor, there are many ways that you can minimize your tax liability. …
Realtor Assistance Program Originally Posted on February 16, 2011 Our Realtor Assistance Program provides a resource for real estate professionals to distinguish themselves from other realtors. Become your client’s hero and realize more sales by partnering with us to answer questions like these for your clients: How will a home purchase impact your client’s tax return?…
Are You Getting a Tax Refund or Writing a Check? Posted on February 2, 2011 Do you know if you will be getting a refund or have to write a check for your 2010 tax return? As a working professional responsible for bills, savings, and other’s it is very beneficial to know if you will…
10 Common Tax Write Offs Posted on February 4, 2011 Remembering those important deductions can seriously help you come tax time. Here’s a list of 10 Common Tax Write Offs that you shouldn’t forget. Educational Expenses – These are eligible in the case of career advancement or job improvement. Student Loans & Home Loan Interest Casualty…