Financial Planning

Planning for the future

 

Whether it's for retirement or to send your child to college, the time to start planning for the future is NOW.

Start making your financial blueprint a reality.

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Opportunity begins here

 

We foster a collaborative working environment and champion the personal success of each and every employee.

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Nonprofit Audit Update

Nonprofit Audit Update

 

Does your nonprofit need to have an independent audit?

Bookmark our audit & assurance news page for all the latest industry updates.

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Relieving Tax Stress

Filing taxes doesn't have to be a taxing event

 

Did this year's tax deadline prove to be stressful?

Learn how to take simple steps throughout the year to avoid the annual strain.

April 15 Tax Day
Tax Extenders

We're still waiting...

 

Congress is just now beginning to address the expiring tax provisions. We'll keep you posted.

Talk to a member of our tax department team to learn more.

The Vital Importance of Financial Managemen
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Meet the financial and operational leaders and advisors behind our full-service accounting, tax and wealth-management consulting firm.

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Named One of the "Largest Accounting Firms"

describe the imageZinner & Co. LLP included in the "Largest Accounting Firms" section of the 2015 Book of Lists, published by Crain's Cleveland Business

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Zinner & Co. LLP...

is a certified public accounting and management consulting firm in Cleveland whose primary business is providing solutions that help our clients succeed. 

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In 1938, Harry Zinner had a vision for long term success. He built a company founded on integrity, commitment and a pledge to help individuals, not-for-profit organizations and closely-held companies grow and prosper, not just for today, but for decades to follow.

From filing your first tax return to life-changing events, to succession planning that positions your children and grandchildren while ensuring continuity during mergers, acquisitions or sell-offs, our team of experts will prepare you with strategies for some of today’s most challenging personal and business financial decisions.

Learn more about why we are the right firm with the right ideas to achieve the right results. 



News from the Zinner & Co. Blog:

Friday, Jul 24, 2015
By Ken Sable, JD, MBA Senior Tax Manager I once had a wealthy client who was a private business owner that wanted to gift a vacation home to his children.  Based on prior gifting, to transfer the property outright, he would have incurred a 40% gift tax rate on a portion of the value of the...Read More
Monday, Jul 20, 2015
By Michael Hermes Tax Senior ...be aware of the tax credits and consequences of renting out your home The countdown clock has begun for the opening of the Republican National Convention . It is estimated that 50,000 people will descend upon Cleveland in July of 2016, spending an estimated...Read More
Wednesday, Jul 15, 2015
With the recent Independence Day holiday weekend, social media has been buzzing about reasons to be proud to be an American. Obvious reasons include our rich culture (hello, melting pot of the world) and freedoms that citizens of other countries can only dream about. Where else in the world can...Read More
Monday, Jul 13, 2015
By Ken Sable, J.D., MBA Senior Tax Manager IRA (Individual Retirement Account) rules are complex when it comes to annual contributions and timing for required minimum distributions (RMDs), let alone the differences between traditional and Roth accounts.  Many understand the idea of an IRA...Read More
Thursday, Jul 9, 2015
By Howard Kass, CPA, CGMA, AEP® Partner  Business owners, take notice. On July 1, 2015, the IRS rule imposing signficant fines on small businesses took effect. As a Firm focused on value-added services by sharing knowledge and insight, the recent article appearing in Accounting Today ...Read More
Wednesday, Jul 8, 2015
The IRS updated its frequently asked questions on June 16, indicating that taxpayers will no longer automatically receive closing letters after filing Form 706. Taxpayers will have to request closing letters if they filed after June 1. Those who filed before June 1 will still get an automatic...Read More

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