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7 Money Tips for New Grads

Posted by Zinner & Co. on Jun 13, 2019 6:29:00 AM

It’s June and that means lots of young folks are graduating. For those of you getting ready to walk across the stage and receive your diploma…CONGRATULATIONS! Now, it’s time to start “adult-ing”.

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Topics: debt, financial planning, Financial Planning - College, college

5 Key Metrics You Should be Monitoring in Your Professional Services Business

Posted by Zinner & Co. on Jun 11, 2019 9:35:00 AM

Running a professional services firm requires a steady hand a keen eye. You have to be able to implement changes on the ground in real-time.

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Topics: Business - Management, Issues & Concerns, Productivity

5 Key Reasons Why You Should Take Vacation Time (and Your Employees Should Too)

Posted by Zinner & Co. on Jun 6, 2019 10:39:00 AM

One of the hardest things about running a small business or not-for-profit is the fact that you’re never really off. Evenings, weekends, nights, and holidays – you’re always either at work, thinking about, or creating plans to improve it.

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Topics: Operations, SMB

5 Reasons Why We Hire Interns

Posted by Zinner & Co. on Jun 4, 2019 5:09:00 AM

Each year, Zinner & Co. hires interns to work during tax season alongside seasoned professionals to deliver accurate tax returns and provide insightful advice. Zinner & Co. invests a significant amount of time and resources recruiting, training, and mentoring the college interns…and it’s completely worth it! Here are a few really important reasons why we do it:

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Topics: Firm news, accounting

IRS Issues Inflation-Adjusted Limits for HSA Deductions for 2020

Posted by Zinner & Co. on May 30, 2019 10:46:00 AM

Health Savings Accounts (HSAs) are a type of medical savings account that allows eligible individuals to make deductible contributions and withdraw tax-free disbursements for the payment of eligible medical expenses. Each year the IRS evaluates the limitation amounts on HSA deductions based for inflation.

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Topics: HSA, IRS, health care

The Pros and Cons of Selling to Employee(s)

Posted by Zinner & Co. on May 28, 2019 6:44:00 AM

If you’re planning on selling your business, one potential market is your current employees. They understand the business and how it runs. They have some sense of the value, or potential value of the business. But before you offer to sell to your employees, you should know the pros and cons of taking that route.

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Topics: transaction advisory, Business - Management, Issues & Concerns, SMB

The 10 Biggest Mistakes to Avoid in Estate Planning

Posted by Zinner & Co. on May 21, 2019 7:29:00 AM


If you’re like most, you want to be able to leave something to your progeny when you die. Leaving a legacy for our children is just part of the American dream of wanting them to “have it better” than we did. But many well-intended parents have had their wishes left unfulfilled because of simple errors in estate planning.

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Topics: real estate, Retirement Planning & IRAs, Estates, Gifts & Trusts, Insurance

10 Cash Flow Killers that Crush Small Companies

Posted by Zinner & Co. on May 14, 2019 8:26:00 AM

Cash is the lifeblood of any small business. With sufficient cash flow you’re more nimble and have greater freedom. Without it, you’re a captive to covering your next payroll.

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Topics: financial planning, Business - Management, Issues & Concerns, Operations

5 Efficiency Tools You Should Evaluate

Posted by Zinner & Co. on May 7, 2019 5:17:00 AM

Do you ever feel like there aren’t enough hours in the day? Do large, important tasks get waylaid by frequent, trivial disruptions? You’re not alone!

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Topics: Business - Management, Issues & Concerns, Productivity

BEWARE: Scammers are Targeting Companies and Individuals with Very Sophisticated Attacks

Posted by Zinner & Co. on May 6, 2019 1:57:02 PM

Hackers and scammers are back at it again … and they’re better than ever. Recently we’ve seen a big upswing in the number, and relative sophistication, of hacker and scammer attacks. They’re sending sophisticated emails and “snail mail” invoicing to target unwitting individuals and companies.

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Topics: identity theft, security, cybersecurity


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