Category Archives: Member Spotlight

Member Spotlight: Jo-Ann Weiner

 

Jo-Ann Weiner, EA, CFE founded J.L. Weiner & Associates, LLC in 2012. As a Forensic Tax Accountant, Jo-Ann’s practice consists of tax controversy resolution, assisting in divorce cases, and criminal work. Jo-Ann is licensed by the federal government as an Enrolled Agent. She is a member of the National and New Jersey Societies of Enrolled Agents and thus is one of “America’s Tax Experts”. She is also a member of the Association of Certified Fraud Examiners. She has recently achieved the distinction of “Fellow” by the National Tax Practitioner’s Institute of NAEA.

As a Director and Board Member for the New Jersey Society of Enrolled Agents, she teaches technical tax topics to South Jersey accountants. In that capacity she taught a course on Indirect Methods of Proving Income and another course on Self-Rentals. Recently Jo-Ann was invited to teach Form 1099-MISC by Lorman Seminars. She serves as a guest lecturer at Atlantic Community College.

Jo-Ann received NAACP’s Frances Hooks Award in 2014 for “showing courage in promoting diversity and building bridges across cultures.” Jo-Ann volunteers her time as a member of the Executive Leadership Team for the American Heart Association.

Do you have a business tip or tool that has helped you in your business to share?

Be organized, try to touch emails only once. PAY YOUR ESTIMATED TAXES AND PAY THEM ON TIME.  ALSO INSURE YOUR 941’S ARE FILED AND PAID!  EVEN IF NOT FILING A RETURN, MUST PAY THE BALANCE DUE.  ITS AN EXTENSION TO FILE NOT AN EXTENSION TO PAY.

Do you have a quote to share and inspire other members?

I always try to answer the question “what have you done with what you have been given?” I strive for that daily.

Do you have a particular mindset that has helped you in life and business that you would like to share?

I like to “stay in my lane” that means do what you know.

 

Facebook: https://www.facebook.com/joann.weiner.1

LinkedIn: https://www.linkedin.com/in/joannweiner/

Twitter: @Coconutw

 

NAWBO South Jersey Announces New Executive Director

The Board of Directors of the National Association of Women Business Owners of South Jersey is pleased to announce that Fran Davis from Marlton, NJ has been named its first part-time Executive Director. Ms. Davis will lead the South Jersey chapter in its effort to propel New Jersey to be a leading state for women-owned businesses.

The appointment was inspired by the organization’s growing influence within the South Jersey business community and by the rise in woman-owned businesses in the state.

In New Jersey, a report released by American Express OPEN estimates the number of women-owned businesses grew 48 percent between 1997 and 2014. The state’s 230,000 women-owned businesses employ nearly 260,000 people and contribute $45 billion to the economy, according to American Express’s analysis of Census data.

Board President Katie Walsh said, “The NAWBO SJ Board is very excited to offer the role of Executive Director to Fran Davis. She is a talented woman with a deep passion for women-owned businesses. The board of directors looks forward to working with her to take NAWBO South Jersey to higher levels of impact and influence.”

Fran Davis comes uniquely qualified for the position. She is the owner of a personal chef service in the South Jersey region which she started in 2010. She has been a NAWBO member since 2010 as well, serving on the South Jersey board as Membership chair, Marketing chair and President of the organization. She has worked diligently to build and improve the NAWBO brand in South Jersey and has a passion for assisting other women business owners and strengthening the business community.

Ms. Davis received her B.A. in Psychology at Boston University, graduating Phi Beta Kappa, and received her M.S. in Social Psychology from the University of Connecticut. During her 15 years in the corporate Information Technology sector, she designed and maintained technology portals for mid-sized companies helping to improve the flow of information and streamline processes within the organizations. She transitioned from corporate employee to business owner in 2010 to allow her to fulfill her dream of working for herself and to have a more flexible schedule during her daughter’s early development years.

Over the past few years she has strived to connect the members of NAWBO to their local representatives and to build partnerships with other networking, non-profit, government and educational institutions. The NAWBO Board is pleased that through her role as Executive Director she will continue to assist with the strategic growth of the organization.

About NAWBO of South Jersey

Chartered in 2003, The National Association of Women Business Owners-South Jersey is a vibrant, professional group of women and men who come together to connect, learn and grow through networking and educational events.  NAWBO of South Jersey strives to help others grow in business by offering education and resource to women business owners in our region, and by providing exposure and promotion avenues for increasing member visibility.  They offer events and membership opportunities in Burlington, Camden, Gloucester, Cumberland, Salem, Atlantic, Cape May and portions of Mercer counties.   Website: http://nawbosouthjersey.org/

About NAWBO

Founded in 1975, the National Association of Women Business Owners propels women entrepreneurs into economic, social and political spheres of power worldwide. The Indianapolis chapter, established in 1997, is the largest chapter in the country with over 200 members. NAWBO remains the only organization that solely represents the interest of women entrepreneurs in all industries. NAWBO’s mission is to strengthen the wealth-creating capacity of its members and promote economic development; create innovative and effective change in the business culture; build strategic alliances, coalitions and affiliations; and transform public policy and influence opinion makers. NAWBO-Indy’s vision is to impact, influence and propel Indiana to be a leading state for women-owned businesses by its advocacy efforts, economic impact, diversity, influence, membership size and power.

Media Contact
Kimberly Milnes, Director of Marketing NAWBO SJ
Owner/Family Travel Boutique
kim@familytravelboutique.com