Financial Planning for Generation X & Y Women
 
Notice: Because of a database server upgrade, this site may be partially non-functional from August 21st to August 22nd. No data will be lost. We apologize for any inconvenience.
Under slight reconstruction until 5PM CST today... Please excuse the dust!
NEW! See our Public Service Announcements on Youtube!
11/30 — Financial Management at Year Learn more »
To register for the teleconference:

Before the call, go to this website:www.dol.gov/wb/mentor2.aspand receive the toll free call-in number and passcode.
The Wi$eup Network
Please join us on January 31st for...

Wi$eUp Experts

Financial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project.

On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.

Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org


Return to list

Rosemary Ervin, CPA
Director - Tax Department
Hunter Group

Areas of Expertise:

  • Calculating future needs
  • Financial planning
  • Life stage financial planning
  • Paying for college
  • Retirement savings

Bio:

Currently a Director in the tax department of Hunter Group CPA LLC, Rosemary Ervin joined the firm in 1989. Prior to her joining the tax department, Rosemary was a supervisor of accounting services for Hunter Group, one of New Jersey's leading certified public accounting and business consulting organizations.

A frequently-quoted expert on issues relating to tax and tax planning, Rosemary's comments have appeared in The Star Ledger and The Record. In addition, she has appeared on the News 12 cable TV programs discussing the impact of several Federal and New Jersey tax law revisions. Rosemary is a frequent speaker on tax issues and is also the author of technical papers on the subject, including recent submissions published in Tax Advisor, the AICPA's national professional journal.

A member of the New Jersey State Society of Certified Public Accountants (NJSCPA) as well as the American Institute of Certified Public Accountants (AICPA), Rosemary is active in state society professional committees. Her committee work has included Federal Taxation, Cooperation to IRS, and State Taxation, where she is currently chairperson of the Meeting with Directors subcommittee. Rosemary is also a member of the advisory board for the NJSCPA's quarterly magazine, NJ CPA.

Rosemary has been a board member for the Girl Scouts of Bergen County and presently serves on the Nominating Committee. Currently she serves on the board of the Volunteer Center of Bergen County. Rosemary is also an active member of Commerce and Industry Association of NJ's Women's Leadership Initiative. A graduate of Fairleigh Dickinson University, Rosemary earned a Bachelor of Arts degree in economics and a Masters in Business Administration in accounting.

 
The Wi$eUp web site is maintained by the Texas AgriLife Extension Service. The Texas AgriLife Extension Service Mission: Improving the lives of people, businesses, and communities across Texas and beyond through high-quality, relevant education. Educational programs of Extension are open to all people without regard to race, color, sex, disability, religion, age, or national origin. We strive to deliver web information in a format that can be used by all.
Texas AgriLife Extension Service logo
The Wi$eUp website was last updated on November 24, 2009. Please send all your suggestions and questions to .