Phoenix Tax Consultants continues to expand. Stay up to date with some of our recent happenings and awards below.
Having a Voice on Capital Hill
Representing small businesses as a Goldman Sachs 10kSB alumni, Julie Brufke Wenger meets with Congresswoman Chrissy Houlahan to discuss the needs and concerns of small business owners.
Industry disruptor Phoenix Tax Consultants LLC combines strategic tax planning, unparalleled expertise, and pioneering technology to offer “a new way of doing taxes.”
by Bill Donahue
Why Every Planner Needs to Understand the New Tax Laws
by Julie Bruke Wenger
Keep an eye out for our monthly educational webinars and events!
|January||Avoid the horrors of identity theft|
|February||Must know tax tips for retirement accounts, |
tax withholding, Roth conversions, cap gains, and more
|March||Powerful strategies to protect your assets|
|April||The pros, cons, and pitfalls of retirement plan rollovers |
and pension elections
|May||Get strategic with Social Security planning|
|June||When cash does not cut it – other strategies for better-than-the-bank earnings |
while remaining conservative
|July||**Month off, enjoy the summer!**|
|August||Must know information on 529 plans and navigating education |
credits for powerful tax results
|September||Have you done legacy planning? What you need to know including |
info on estate taxation, wills, beneficiary planning, and more
|October|| Choosing Medicare supplemental insurance? Get your answers and insure |
that you are on the best plan
|November||Starting a business? Own a business? |
Get tips on starting out right and keeping it right
|December||It’s not too late to save money on taxes. |
Tax tips for the year-end.
Main Line Today has featured our own Julie Brufke Wenger as the Face of Certified Financial Planning two years in a row! It was an honor to be featured among an incredible group of professionals in the Philadelphia area.
Phoenix Tax Consultants is recognized with a Women’s Business Enterprise National Council designation. This means that we went through a rigorous and stringent certification process to confirm the business is owned, managed, and controlled by a woman or women.
Phoenix Tax Consultants was honored to receive a Certificate of Recognition on the expansion of our offices in Historic Phoenixville. We are proud to be a part of this community and are humbled by this great recognition.
In September 2019, we were proud to receive a letter from City of Philadelphia’s councilman Allen Domb, in congratulations of her ranking in the Philadelphia Business Journal’s 2019 Women-Owned Business recognition.
Julie Brufke-Wenger had two articles featured in the Journal of Financial Planning (from the Financial Planning Association® or FPA®) in November 2019, covering the topics of “Why Every Planner Needs to Understand the Tax Law” and “Strengthening Client Relationships by Segmenting Meetings into ‘Seasons’”. The FPA® is the principal membership organization for CERTIFIED FINANCIAL PLANNER™ professionals*, educators, financial services providers and students who seek advancement in a growing, dynamic profession. The primary aim of FPA is to elevate the profession that transforms lives through the power of financial planning.
Julie was proud to be featured in a National Association of Women Business Owners Spotlight article in November 2019. Julie is a NAWBO member, participating as a mentor in their Semicircle program and is co-host for the Phoenixville Power Friday group.
Phoenix Tax Consultants was named #12 on the Philadelphia 100 list of fastest-growing companies in 2019. The Philadelphia100® was co founded by the Entrepreneurs’ Forum of Greater Philadelphia to celebrate the success of both its CEO members and local CEOs. The Philadelphia100® awards identify and honor the 100 fastest-growing, privately-held entrepreneurial companies in the Greater Philadelphia Region.
Julie Brufke-Wenger was recognized as a Business Star of the Year finalist during the 2019 Perikomen Valley Chamber Awards Gala in February. It was an honor to be recognized!
Julie was featured in March’s Phoenixville News, in an “At the Table With” segment. She discussed her business, background, and family life.
In January 2020, Phoenix Tax Consultants was featured as a Business Spotlight in the Route 422 Business Advisor, which is a free monthly news and issues magazine focusing on the burgeoning business community along the Route 422 and Route 100 Corridors in Montgomery, Chester, and Berks counties in Southeastern Pennsylvania, USA.