Women, Words, Wisdom

Her Success Story

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.