Zinner & Co. Blog and Newsroom

FREE Business Workshops Planned for November

Posted by Zinner & Co. on Oct 17, 2017 10:47:16 AM

HURRY!  Reserve your seat today!

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Topics: Speaker Series

Medicare Open Enrollment Begins October 15: What you need to know now

Posted by Gary Sigman, CPA, M.Tax, PFS, AEP on Oct 17, 2017 8:18:07 AM

For many, Medicare open enrollment is an opportunity to fine tune their healthcare coverage needs and assess (or anticipate) what coverage may be needed in the coming year.

Open enrollment may also allow you to save money as plans are reevaluated and adjusted and in some instances, improve coverage where you recognize you may have gaps. While the open enrollment plan changes may seem confusing, it is your opportunity to switch Medicare health and prescription drug plans to better suit your needs.

What is the Medicare open enrollment period?

The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In addition, your health-care needs may have changed over the past year. 

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Topics: Gary Sigman, Taxes - Individual, Medicare

Hurricane Tax Provisions Included in Bill Passage

Posted by Zinner & Co. Tax Department on Sep 29, 2017 3:13:15 PM

Disaster Tax Relief and Airport and Airway Extension Act of 2017 expands the application of disaster-related tax relief to the hard-hit US Virgin Islands and Puerto Rico. 

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Topics: Howard Kass, Brett W. Neate, Taxes - Planning, Rules and Returns

Today is the Day the New I-9 Form Must be Put to Use by Employers

Posted by Zinner & Co. Tax Department on Sep 19, 2017 5:01:39 PM

The I-9 Form updated 7/17/17 must be used for all new hires starting today, 9/18/17. The form can be found on the U.S. Citizenship and Immigration Services' (USCIS) website at https://www.uscis.gov/sites/default/files/files/form/i-9.pdf.  

Related read: What to know if you are planning to hire in the coming weeks

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Topics: Howard Kass

The Equifax Data Breach - What you need to know now

Posted by Gary Sigman, CPA, M.Tax, PFS, AEP on Sep 15, 2017 10:16:44 AM
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that, according to the Wall Street Jurnal, exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers — on as many as 143 million consumers, roughly 55% of Americans age 18 and older.

This data breach was especially egregious because the company reportedly first learned of the breach on July 29 and waited roughly six weeks before making it public (hackers first gained access between mid-May and July) and three senior Equifax executives reportedly sold shares of the company worth nearly $2 million before the breach was announced.

DOWNLOAD: FREE Ebook - Income Tax Return Fraud and Identity Theft

Moreover, as CNN points out, consumers don't choose to do business or share their data with Equifax; rather, Equifax — along with TransUnion and Experian, the other two major credit reporting agencies  — unilaterally monitors the financial health of consumers and supplies that data to potential lenders without a consumer's approval or consent.

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Topics: fraud, Gary Sigman

Brett Neate Featured Speaker at Wire-Net Event

Posted by Brett W. Neate, CPA, MTax on Sep 14, 2017 3:24:59 PM

Learn “5 Things Every Business Owner Should Do Before December 31” during WIRE-Net’sOctober workshop, Thursday, October 12 at Cuyahoga Community College’s Advanced Technology Training Center. The event is open to members and non-members. 
 
Partner Brett Neate will educate business owners and decision makers as they face the Q4 flurry of activity that is critical to accurately closing 2017 and properly preparing for 2018.

The full-morning session will address business succession, inventory and fixed assets, financial statement preparation, compensation and budgeting, and daily management of a business. 
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Topics: Brett W. Neate, Taxes - Corporate & Business, Business - Management, Issues & Concerns

Equifax Announces Cybersecurity Incident Involving Consumer Information

Posted by Zinner & Co. Tax Department on Sep 8, 2017 1:00:00 PM

What we're reading today:

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Topics: fraud, Howard Kass, Taxes - Individual

What We're Reading... Cities continue to fight with state over tax collections

Posted by Zinner & Co. Tax Department on Aug 31, 2017 9:21:49 AM

The idea is to make it easier for businesses to pay their municipal net profits taxes. 

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Topics: Taxes - Corporate & Business, Zinner News

How Can I Possibly Plan at Age 30?

Posted by Eric James on Aug 30, 2017 8:34:42 AM

Financial planning at any age can be challenging, and more so, when one is approaching or a few years removed from turning 30. So many life-changing events that ultimately, affect one's personal budget. 

Every so often, we come across a great article that catches our attention and hits the nail on the head. We are thrilled to share this great read with you from Anne Bucciarelli and the folks at Bernstein.com. 

Did you like it too? Drop us a line; we'd love to hear from you and should you have any questions about financial planning, tax strategies, or business advisory, we're happy to help and ready to start the conversation. Contact us at 216.831.0733 or info@zinnerco.com 

Download our FREE Ebook, What to do Before Saying I Do

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Topics: financial planning, Eric James, Gabe Kemble, Millennial Concepts

IRS Gives Tax Relief to Victims of Hurricane Harvey; Parts of Texas Now Eligible; Extension Filers Have Until Jan. 31 to File

Posted by Zinner & Co. on Aug 29, 2017 10:29:44 AM

Aug. 28, 2017  WASHINGTON –– Hurricane Harvey victims in parts of Texas have until Jan. 31, 2018, to file certain individual and business tax returns and make certain tax payments, the Internal Revenue Service announced today.

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Topics: Howard Kass, Taxes - Corporate & Business, Taxes - Planning, Rules and Returns, Taxes - Individual, IRS

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