Dec 11, 2023
This week Ivy Slater, host of Her Success Story, chats with her guest, Jo-Ann Weiner. The two return to this season’s nonprofit series, and talk about the mission and meaning of Women, Words, and Wisdom.
In this episode, we discuss:
Why and how Jo-Ann is giving back
How her nonprofit is providing scholarships to young women
How she is navigating growth along with many challenges
How to start a business when you aren’t sure how to
What she has learned from the women helped by Women, Words, and Wisdom
Jo-Ann Weiner worked for the IRS for 35 years
before starting her forensic tax accounting practice in
2013. Her practice, J.L. Weiner & Associates, LLC consists
of tax controversy resolution, matrimonial disputes and business
litigations. Jo-Ann is a licensed Enrolled Agent, a Certified Tax
Resolution Specialist, and a Certified Fraud Examiner.
The tax controversy work Jo-Ann has had includes representing
corporate or individual clients being audited, resolution of tax
liens, levy’s, offers in compromise, penalty abatement, Trust Fund
Recovery Penalties, employment tax problems, amended returns,
bankruptcies, installment agreements, innocent spouse relief,
appeals cases, statute of limitations, collection statutes,criminal
investigation representations, and civil case closings after plea
agreements have been entered into.
Jo-Ann currently serves as a national speaker teaching tax law and
tax controversy resolution skills to other practitioners. She has
also been published nationally on indirect methods of proving
income. Indirect methods of proving income are used in several
ways; for example, she uses it in her representation work in tax
audits and she uses it in determining funds available in
divorces.
Jo-Ann is a member of the Association of Certified Fraud Examiners
and a Director on the CFE Board of Directors in Philadelphia, she
is a member of the National Association of Enrolled Agents and the
New Jersey Society of Enrolled Agents and a member of the American
Society of Tax Problem Solvers. She is a Director on the Board of
the NJSEA leading several initiatives for them. She serves on the
Burlington County Women’s Council. In addition, Jo-Ann is on the
Executive Leadership Team and the Red Dress Circle for the American
Heart Association. Jo-Ann is a member of NAWBO’s National Advocacy
Council. and a past Board Member for the National Association of
Women Business Owners - SJ, NAWBO. Jo-Ann received NAACP’s Frances
Hooks Award in 2014 for “showing courage in promoting diversity and
building bridges across cultures and was named a “Woman to Watch”
by SJ Biz magazine. Recently she was named a Spotlight WOW Woman of
the Week by Burlington County Women’s Council.
Jo-Ann has created a 501(c)(3) non-profit corporation called
“Women, Words, and Wisdom” which celebrates women each year with a
Panel of Power Celebrating Women themed for the national Women’s
History Month theme. The Panel of Power showcases knowledgeable
presenters who discuss challenges women face and work to overcome.
Knowledge is shared and information inspires. A board of directors
has now been formed with the goal of raising funds on behalf of
Women, Words, and Wisdom for a scholarship to be provided to two
students per year.