Sheryl Rowling is a certified public accountant (CPA), personal financial specialist (PFS), and Principal of Rowling & Associates, a progressive fee-only wealth management firm helping a diverse clientele with investments, taxes, and financial planning. Active in her field, Sheryl has been named one of the nation’s top 250 financial advisors by Worth magazine for three consecutive years and has been included as one of Accounting Today’s Top 100 Most Influential in Accounting. Her industry association membership includes:
•American Institute of Certified Public Accountants (AICPA), tax and financial planning divisions
•Financial Planning Association (FPA)
•California Society of Certified Public Accountants
•National Association of Personal Financial Advisors (NAPFA)
•All-Star Financial Group, former president
In 2006, Sheryl’s book, Tax and Wealth Strategies for Family Businesses was published by CCH. She also has a personal finance book, Your Financial Travel Guide to Life, available for purchase on Amazon. Co-authored by members of the Rowling & Associates team, the book provides advice and guidance needed to help people achieve their goals at any stage of life. Sheryl regularly writes columns for the San Diego Jewish World (www.sdjewishworld.com), Morningstar (www.morningstar.com) and InvestmentNews (www.investmentnews.com). She is often quoted in both local and national publications.
Her books, available on Amazon, include:
By Sheryl Rowling SAN DIEGO — The new tax laws are here and they are very confusing. Rather than list out a bunch of boring rules, I thought I’d try to clarify some of the common misconceptions. Charitable contributions are no longer deductible. FALSE Charitable contributions do not reduce your income taxes if you don’t […]
True or False on the new tax laws Read More »
Sheryl Rowling, Travel and FoodSDJW staff report SAN DIEGO (SDJW) – In synagogues in San Diego and across the country, Jews and their friends answered the call of the American Jewish Committee to “Show Up for Shabbat” to demonstrate just one week after the Pittsburgh massacre that people of good conscience will not be intimidated. Contributors to San Diego
Snippets from ‘Show Up on Shabbat’ weekend Read More »
David Ogul, Donald H. Harrison, Eileen Wingard, Eva Trieger, Jewish Religion, Lawrence Baron, Sheryl RowlingBy Sheryl Rowling SAN DIEGO — Before I begin, I must start with a disclaimer: I think everyone should have a comprehensive financial plan. After all, if you don’t have a coordinated plan to reach your goals, how will you get there? A comprehensive financial plan is appropriate at any stage of life. It is
All you need to know about financial planning Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — The Tax Cuts and Jobs Act (TCJA) is complicated and confusing. If you’ve been reading articles, you’ll have seen illustrations of how the new rules will increase a typical individual’s tax liability while others were certain that TCJA will decrease the average taxpayer’s tax hit. Just know – The ramifications
Money Maven: What new tax laws mean Read More »
Sheryl Rowling, Travel and FoodSAN DIEGO (Press Release) — Rowling & Associates, a leading independent wealth management firm, has announced the availability of company founder Sheryl Rowling’s new book, Your Financial Travel Guide to Life. This personal financial management guide addresses the changing financial issues people face as they journey through the many stages of their lives. The easy-to-read
Rowling authors ‘Your Financial Travel Guide to Life’ Read More »
Sheryl RowlingBy Sheryl Rowling SAN DIEGO –In the wake of the Equifax breach, many of you are now hearing ads about the danger of home equity fraud. The ads claim that cyber thieves can search public records to determine how much equity is in your home, forge a couple of papers, tap into your home equity
Is Your Home Equity At Risk? Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — Q: Do I have to pay my taxes throughout the year? Can I just pay on April 15th? A: Unfortunately, the IRS requires you to pay your taxes throughout the year. If you wait until April 15th, you might get hit with penalties. In order to avoid penalties, you
Money Maven: No escape from paying taxes Read More »
Sheryl Rowling, Travel and Food, USABy Sheryl Rowling SAN DIEGO — Q: My daughter is starting college. She doesn’t have much of a college fund. How do we pay the bills? A: There are several ways to pay for your children’s college expenses. Your basic choices are: 1-Pay the costs out of your own savings and investments. 2-Encourage grandparents (and other
Money Maven: Paying for your child’s college Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — No matter whether you’re old or young, experienced or naive, you could be the target of a financial scam. There are many of them out there! In this article, I will describe a few recent ones. Grandson needs bail money: This is an old scheme, but it must be
Money Maven: Watch out for financial scams! Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — Q: My New Year’s resolution was to start a savings account, but I can’t seem to do it! How can I save money? A: Saving money, like many goals, is more easily accomplished when you have a plan. First, decide how much you want to save. Next, develop
Money Maven: Saving for a rainy day Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — Here is Part 2 on how to save taxes by the end of the year. Part 1 may be accessed via this link: https://www.sdjewishworld.com/2016/12/07/money-maven-year-end-tax-planning-can-save-money/ Q: How can I lower my tax bill if my 2016 taxable income will be higher than in 2017? A: Because your tax bracket will
Some end of the year tax tips Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — Q: Can you please tell me how I can lower my 2016 tax bill before it’s too late? A: I’ll try. By planning before January 1st, you might be able to reduce your 2016 tax bill and plan ahead for 2017. Your tax planning will need to address
Money Maven: Year-End Tax Planning Can Save Money Read More »
Sheryl Rowling, Travel and FoodBy Sheryl Rowling SAN DIEGO — We are facing a new administration in 2017. Without focusing on scary “what ifs, ” I thought it would be good to look at the potential tax and financial implications of a Trump presidency. It remains to be seen whether and to what degree the new President and Congress
Post-Election Financial Thoughts Read More »
Sheryl Rowling, USABy Sheryl Rowling SAN DIEGO –The media has been covering the presidential election nonstop. At least the Olympics have been a good distraction! As the Olympics come to a close, we’ll be back to seeing more of the election year soap opera. But, what about real information? We’ve heard very little about the candidates’ tax
Oy vey! Tax proposals from Trump, Clinton Read More »
Sheryl Rowling, USA