Zinner & Co. Blog and Newsroom

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

Quick Tips to Help You Clean up Your Email Inbox

Posted by Frank Geric on May 9, 2019 6:27:00 AM

There are few tools more used in today’s business environment than email. For some, email is an indispensable part of their life; to others email is a menace where good ideas and important information goes to die.

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Topics: Productivity

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

5 Reasons Your Non-Profit Organization Should Have a Crisis Communication Plan

Posted by Zinner & Co. Non-Profit Team on May 2, 2019 6:47:00 AM

A public relations disaster can bring any organization to it’s knees, and nowhere is this more true than not-for-profits. A critical component of surviving negative attention is responding to it in a thoughtful and timely way. One of the best ways to achieve this is to have a fully-developed crisis communication plan.

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Topics: non-profits, not-for-profit, Community, fundraising

Lessons from this Tax Season

Posted by Zinner & Co. Tax Team on Apr 30, 2019 7:22:52 AM

Well…it’s over.  This year’s individual tax return filing deadline has come and gone.  As the dust settles and we take stock of this year’s tax season, a few trends have appeared.

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Topics: deductions, taxes, income tax, IRS, Tax Cuts and Jobs Act of 2017

What We’re Reading (Part 2)

Posted by Zinner & Co. on Apr 30, 2019 6:48:00 AM

Earlier in the year, we shared a list of business-related books we enjoyed reading and in which we found great value. It was very well received, so we thought we’d share more of our favorites.

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Topics: Business - Management, Issues & Concerns, Productivity

IRS Systems to Get a Makeover

Posted by Zinner & Co. Tax Team on Apr 29, 2019 8:22:45 AM

The IRS recently announced a 6 year plan to update and modernize its information technology systems and infrastructure. The move will bring much needed resources to an agency beleaguered by nearly a decade of consecutive budget cuts. 

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Topics: IRS

6 Quick Tips to Help You Promote Your Non-Profit Organization

Posted by Zinner & Co. Non-Profit Team on Apr 25, 2019 6:36:00 AM

One of the hardest things about running a non-profit is getting the word out to prospective donors and constituencies about your mission and why donors should support your fundraising efforts.  With many causes competing for prospective donors’ time and attention, it can be difficult to get and keep their interest.

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Topics: non-profits, not-for-profit, Community, fundraising


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