Blog & Newsroom

Posts By: Zinner & Co.
Zinner & Co. Receives Business Longevity Award

Zinner & Co. Receives Business Longevity Award

 Zinner & Co. was recently named an honoree of the 2016 Business Longevity Award by Smart Business Magazine. The firm, established in Cleveland in 1938 by Harry Zinner, is led by Managing Partner Robin Baum and partners Susan Krantz, Howard Kass, Gabe Adler and Brett Neate. 75YearsInBusinessIcon.jpg

The award will be presented at an August 4th ceremony and will recognize Zinner & Co. in addition to only 44 other regional companies with at least 50 years in business. Honorees must have demonstrated their ability to adapt and evolve with changing times.

“We are thrilled to be named an award honoree and to share the distinction with such a prestigious group of companies,” said Robin Baum, CPA, Managing Partner. Our approach to business growth and sustainability mirrors the same principles that we use when advising our clients; work strategically, with integrity, while never losing sight of the clients’ needs.”

The firm has evolved over the decades, becoming a true business partner that provides services beyond tax and accounting work. Specialty niche service areas not only span a variety of industries including real estate, manufacturing, professional services and not-for-profit, but also provide operational services including management consultancy, outsourced business services and planning and preparation for companies from start-up through succession.  

This visionary method to business is part of what keeps the Beachwood-based firm on its successful track; the other part is the culture of giving, a tenet shared among all employees. Employees are active members of the region, whether serving on boards, volunteering, donating their time or talent, or spearheading a cause. “We believe growing our community is just as important as growing our business,” added Baum.

A Smart Business Magazine judging panel reviewed submitted essay’s describing how companies remained viable over the decades and selected the recipients. 

read more…
Summer Wedding? 6 Ways Getting Married Will Affect Your Taxes

Summer Wedding? 6 Ways Getting Married Will Affect Your Taxes

It’s here. Your summer wedding, long in the planning and preparation phase, has finally arrived. You’ve spent many months knee-deep in details, from the “will you marry me” or “I will’s” to selecting the first song you dance to as husband and wife. You’ve bickered and resolved the guest list, swallowing your pride to allow crazy Aunt Alice to the reception even though you would rather not, and begrudgingly penning “and guest” to your best friends invitation even though you think their choice is less-than-stellar. Wedding_couple_on_money.jpg

In the end, there is one person who many couples usually forget to include when budgeting for a wedding and finalizing the guest list: Uncle Sam. 

Yes, there are tax issues that come along with getting married. Here are six basic tips courtesy of the IRS to help you on your road to wedded bliss:

read more…
Child Heading Off to College Soon?  3 Important Lessons About 529 Plan Withdrawals

Child Heading Off to College Soon? 3 Important Lessons About 529 Plan Withdrawals

Many of my clients have a child heading off to college in a month or two and have asked about 529 Plan withdrawals to help cover upcoming education expenses.  graduate.jpg

Contrary to what some may think, not all withdrawals are tax-free.  Therefore, it is important to understand the basics of 529 plan distributions in order to avoid paying unwanted federal income tax.

While it can be confusing, much like venturing into a college classroom, we’ve broken it down into three simple lessons.   

read more…
Child Heading Off to College Soon?  3 Important Lessons About 529 Plan Withdrawals

Child Heading Off to College Soon? 3 Important Lessons About 529 Plan Withdrawals

graduate.jpgMany of my clients have a child heading off to college in a month or two and have asked about 529 Plan withdrawals to help cover upcoming education expenses. 

Contrary to what some may think, not all withdrawals are tax-free.  Therefore, it is important to understand the basics of 529 plan distributions to avoid paying unwanted federal income tax. While it can be confusing, much like venturing into a college classroom, we’ve broken it down into three simple lessons.   

read more…
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.
Cleveland COVID-19 Rapid Response Fund

Individuals and Organizations Encouraged to Give On March 18, Philanthropic partners across Northeast Ohio today announced the creation of the Greater Cleveland COVID-19 Rapid Response Fund, which will soon distribute grants to nonprofit organizations serving on the...

IRS Clarifies 90-Day Payment Relief

On March 18, the Internal Revenue Service provided clarification to special payment relief for individuals and businesses in response to the COVID-19 Outbreak. For individual returns, income tax payment deadlines with a due date of April 15, 2020, are...

Ohio Submits Formal Request for Assistance for Small Businesses​

The State of Ohio is taking action to help small business affected by the coronavirus pandemic. On March 17, Ohio Gov. Mike DeWine and Lt. Gov. Jon Husted sent a letter and application to the U.S. Small Business Administration (SBA) to qualify the State of Ohio for...

IRS Deferring Tax Payments by 90 Days

Tax Deadline Remains April 15 While taxpayers still have to file their taxes by April 15, 2020, the deadline to pay taxes has been extended by 90 days until July 15, 2020. During a March 17th press conference regarding the coronavirus pandemic, U.S. Treasury Secretary...

Welcome 2020 Tax Season Interns

Zinner & Co. is proud to introduce our new 2020 tax season interns. We hope this snapshot of them will help you get to know them, as some of our clients will be receiving communications from our interns, as they will work on tax returns this season.  Allen Li...

Send us your questions and we’ll share our insights with you on our blog!

Share Your Idea For 
A Zinner Blog Article