JULIA BRUFKE WENGER EARNS MASTER OF SCIENCE IN FINANCIAL SERVICES DEGREE FROM THE AMERICAN COLLEGE OF FINANCIAL SERVICES PHOENIXVILLE, PA – FEBRUARY 22, 2017 – Julia Brufke Wenger, owner of Phoenix Tax Consultants has earned the Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at the American…
JULIE BRUFKE WENGER — Julie finished her Master Degree requirements from the American College with a Masters of Science in Financial Services in December. She also was again invited to be a member of the Women’s Advisory Board at John Hancock, dedicated to empowering women financially and a keynote speaker at the national conference for…
The safe withdrawal rate from savings in retirement of 4% is being challenged as interest rates remain low. The S&P 500 has gained +285.4% (total return) from its 3/09/09 bear market low through the close of trading as of last Friday 11/25/16. Our nation’s national debt was $18.922 trillion as of 12/31/15, a total that…
I need to start this conversation with a huge thank you to my “client family” for your loyalty and patronage in 2016. Tax season can be tiring but seeing the familiar faces of long time clients return each year makes our job very rewarding. As always, our focus is on relationships and providing the best…
TOP TAX RATE: 39.6% PERSONAL EXEMPTION 2016: $4,050 STANDARD DEDUCTION 2016: Married: $12,700 | Single: $6,350 | HOH: $9,350 STANDARD MILEAGE BUSINESS: .54 cents per mile in 2016
Phoenix Tax Consultants was a finalist for the SmartCEO Philadelphia CPA & ESQ Awards for CPA firm. The full press release of winners and finalists from SmartCEO is here: Press Release from SmartCEO Magazine. Julie Brufke Wenger’s profile on SmartCEO’s finalist website.
Did you know that Julie Brufke Wenger, Owner and Enrolled Agent of Phoenix Tax Consultants “The Tax Tacklers” was interviewed for two seperate articles in The Wall Stree Journal? How Being a Worrywort Helps at Work Don’t Sneeze: Office Etiqutte for Flu Season
E-filing can be quicker and easier than paper filing, but that doesn’t mean you should breeze through it without checking for errors. While e-filing can catch some errors, it’s still important to review your return before your submit it. It doesn’t matter if you’re using a pen or your keyboard when you prepare your taxes;…
April will be here sooner than you think, which means it’s time to focus on tax planning. But first, it’s essential to know what tax planning is and how to do it efficiently. Investopedia defines tax planning as: “Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax…
Thanks to smartphones, you now have the ability to track your taxes whenever and wherever you want. While there are many app out there that let you access your tax information, there are still a few important things to keep in mind as you figure out which apps to use, and how to use them.…