Archive for the ‘Uncategorized’ Category

Diane Brewer, CPA, Speaks at “Successful Women in Business” Event

Posted on: May 9th, 2012 by Debbie Chamberlain No Comments

 

Diane Brewer, CPA, was recently a member of a skilled panel that met for an event coordinated by the ”Successful Women in Business Program.”  The topic of the event was “Taking Care of Elderly Relatives, or What You Need to Consider for Your Own Retirement Needs.”   The panel addressed the resources available to those about to experience the journey through these processes.  The event was held at the Severna Park Community Center in Severna Park, Md.

The “Successful Women in Business Group” is focused on providing support, knowledge and inspiration to women in business. It is a group within the Greater Severna Park Chamber of Commerce.

Ms. Brewer is a Certified Public Accountant who specializes in Estates and Trusts and often presents to the public on these topics. She is presently a manager with HeimLantz, PC in Annapolis, MD.

 




HeimLantz Supports SECAF

Posted on: May 3rd, 2012 by Debbie Chamberlain No Comments

 

HeimLantz is supporting the Small and Emerging Contractors Advisory Forum (SECAF) as a Silver Sponsor at the SECAF 4th Annual Government Contractor Awards. The Small and Emerging Contractors Advisory Forum (SECAF), is the premier organization for the small and emerging government contractor. The SECAF Awards Gala is the premier commemorative event honoring small and emerging government contractors and the players in the industry that rely on small business. The winners will be announced at the gala on Thursday, May 3, 2012 at the Hilton McLean Tysons Corner. Their website can be found at secaf.org

“SECAF represents government contractors who collect less than $25 million in annual revenue, and so we believe this niche market is well-deserving and in need of recognition of jobs well done,” said Kwesi Rogers, chairman of SECAF and president of Federal National Payables. “SECAF is honored to present these awards to those contractors and partners in our community that consistently put forth great work and produce business results that benefit the Washington, D.C. area.”




Congratulations to Kathie Sulick on her Recent Achievements!

Posted on: March 19th, 2012 by Debbie Chamberlain No Comments

 

Kathie was recently recognized in the February issue of Baltimore magazine as one of Baltimore’s 2012 “Five Star Wealth Managers.”  This honor was given to a select group who represent less than 3 percent of the wealth managers in the Baltimore area. To be awarded, Kathie had to satisfy 10 eligibility and evaluation criteria including having a favorable regulatory and complaint history and fulfilling a firm review based on internal firm standards.

Kathie will also be featured in the March edition of the Baltimore Daily Record with her advice in an article on financial and retirement planning for women. This article will be available on March 31st.

Finally, Kathie has been accepted as a member of the “Anne Arundel Women Giving Together” organization. This group supports initiatives which improve the quality of life for women and their families in Anne Arundel County.

Congratulations Kathie on all your accomplishments!




HeimLantz Team Members Celebrate St. Patricks Day with “Cash for Comfort”

Posted on: March 16th, 2012 by Debbie Chamberlain No Comments

 

HeimLantz team members kept their suits hanging in the closet for one day. They each donated cash for the opportunity to “dress down” for a day.  The team members entered their business card into a drawing and the winner selected decided what charity the donated cash would go to. Kathi Lynch was the winner of the drawing of more than one hundred dollars. She is going to donate the funds to a local family that could use some help. 

 




HeimLantz Hosts Sustainable Income Solutions Seminar

Posted on: December 15th, 2011 by Debbie Chamberlain No Comments




HeimLantz Open House a Great Success!

Posted on: November 8th, 2011 by Debbie Chamberlain No Comments

 

Recently, HeimLantz hosted their annual open house event. It was attended by over eighty clients, guests and associates. Guests enjoyed food and refreshments, seated massages, and a baseball cap to take with them. The winner of the IPad2 was Bruce Eppard of Sun Trust Bank. Thanks to everyone who attended. See you next year!

 




HeimLantz Hosts Annual Open House

Posted on: October 19th, 2011 by Debbie Chamberlain No Comments




HeimLantz is a Silver Sponsor for the Light House Shelter Run

Posted on: October 3rd, 2011 by Debbie Chamberlain No Comments

 

Recently the Annapolis Light House Shelter held their 4th Annual Run for Shelter. HeimLantz was proud to be a sponsor of the event. The HeimLantz team members contributed to a donation for the shelter and HeimLantz matched their donations.  It was an unusually cold morning for early October. Kathi Lynch (pictured) is shown at the event.   

 

 

 

 

 

 

 




Cash Flow: Solid Defense Helps Create Easy Offense

Posted on: July 26th, 2011 by Debbie Chamberlain No Comments

 

Carter Heim was quoted in this article about proper cash management. Link to the article is here.




Private Company Financial Reporting

Posted on: July 26th, 2011 by Debbie Chamberlain No Comments

 

Now is the time for CPAs, lenders, investors, other financial statement users, private companies and small business owners to let the FAF know of their support for much-needed historic changes in private company financial reporting. Support the recommendations of the Blue Ribbon Panel on Private Company Financial Reporting. For more information read this document.






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