Taxpayers looking to contribute to charities and non-profits no longer have to do extensive research or play the guessing game when it comes to tax deductions.
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Posts By: Zinner & Co.
New Tax Credit Puts Money in the Pocket of Small Business Owners
Employers with less than 25 full-time employees earning less than an average of $50,000 a year can now take advantage of the new Small Business Health Care Tax Credit.
read more…Deducting Employee Business Expenses
Deducting Employee Business Expenses
read more…But, It’s My Money! What you need to know before withdrawing funds from your 401k
Many folks face the new year with a fresh-start mindset, new goals, and a handful of resolutions. For some, 2017 is still at the top-of-mind with credit card balance carry-overs and a loan or two.
For others, the new year brings ideas of travel, home renovations, or major purchases. Regardless of the intent, oftentimes folks think they can simply borrow or withdraw from their 401(k) to pay for these things when their bank account is not liquid. After all, the money is theirs and just “sitting” untouched. So why not tap into the account – life is short, right?
FREE Ebook: Guide to Year End Planning now available
With the 2017 tax year coming to a close, many individuals and business owners are asking what they can do to reduce their tax obligation, discover tax credit opportunities, or set themselves in a more favorable tax position.
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Zinner & Co. Quickbooks Support Policy: What you need to know
Effective June 1st 2018 Zinner & Co. will officially adopt Intuit’s Quickbooks Discontinuation policy. If you are using Quickbooks version 2015 or older, you will need to upgrade to maintain compliance. This policy will maintain support for the three most recent versions of Intuit Quickbooks. The annual drop date for the oldest product version is May 31st. Intuit’s current “Disco” policy states:
Electronic Delivery of Invoices to Begin January, 2018
Fall 2017 | Winter 2018
Zinner & Co. is ready to ring in the New Year with a commitment to sustainability, focus on our environment, and assurance that our clients receive year-round service. 
As part of this initiative, beginning in January 2018, business client invoices will be delivered via electronic mail. To ensure timely and effective receipt of your invoice, please take a moment to update your company information by downloading the form here and adding your billing department information if it is different than your primary company contact. (Please let us know if you prefer to continue to receive your invoice via USPS). You can return the form to us at ClientUpdate@zinnerco.com or via US mail:
How Can I Possibly Plan at Age 30?
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
All in (or out of) the Family: Who will inherit the family business?
As a business owner, one often invests much time and energy into the day-to-day operations. As a result, many owners are likely to sidestep or forget to take the time to establish a long-term plan for the business and simply presume their child will hold the same passion for the business and knowledge in the industry as they have. But, what happens if the child or children have no desire to inherit the business? 
First, having a succession plan in place for the business is just as important as having a will for ones personal assets. Without a succession plan, the company’s future, assets, and legacy are potentially at risk, regardless of who handles the business when an owner retires.
Tis the Season of Saving: 5 things you can do now to help reduce your taxes
In the quest for gifts and seasonal savings together with the promise of continued prosperity, many taxpayers overlook some of the simple year-end moves they can do that will help to reduce their taxes and improve the bottom line. There are many action steps you can perform today in order to save taxes for the next tax period. Below, find a shining display of our top five tips to save future tax dollars. 
Since 1938, Zinner has counseled individuals and businesses from start-up to succession. At Zinner, we strive to ensure we understand your business and recognize threats that could impact your financial situation.
Race for the Place Raises over $350,000
Thanks to the generosity of sponsors and donors, including Zinner & Co., the 2020 Virtual Race for the Place raised $352,155! The Race is The Gathering Place’s largest annual fundraising event. All of the money raised through the Race for the Place will help to...
Eileen Saffran – Moving the Needle to next Phase of Her Career
While some people struggled trying to figure out what to do while stuck at home due to Ohio’s “Stay at Home” order, Eileen Saffran was busy starting a new business, MTN Strategies. The founder and former CEO of The Gathering Place, Saffran retired in 2019 after 20...
Zinner & Co. Adopting QuickBooks Support Policy
Zinner & Co. has officially adopted Intuit’s QuickBooks Discontinuation policy. If you are using QuickBooks version 2017 or older, we encourage you to upgrade to maintain compliance. This policy will maintain support for the three most recent versions of Intuit...
Music Settlement Moves Online During Pandemic
The COVID-19 pandemic has proved challenging for many businesses and non-profit organizations, forcing them to rethink how they go about their work. For The Music Settlement (TMS), it has included re-imagining the ways they do things. The Music Settlement is a...
LAND studio – Transforming Open Spaces for the Greater Social Good
In the wake of recent protesting over racial inequality and injustice, LAND studio stands with those, who are using the public realm to speak out. The mission of LAND studio is to create places and connect people through public art, sustainable building and design,...
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