One nearly universal element of the American Dream is the desire for your children to have more and do better than you. Many parents consider the legacy they will leave for their children as a part of their financial goal. read more…
Posts By: Zinner & Co.
Zinner & Co. Supports Michelle’s Wish Foundation for Thanksgiving 2019
For over 7 years, Zinner & Co. has committed to support the mission of client, Michelle’s Wish Foundation. 
As part of its quarterly commitment to support the local community through charitable giving, Zinner & Co. employees will be donating cash and non-perishable food items to the Foundation’s 2019 “Thanksgiving Baskets” Project. Donations will be used to distribute food baskets to local families in need. read more…
Zinner & Co. Supports Michelle’s Wish Foundation for Thanksgiving 2018
For over 6 years, Zinner & Co. has committed its support to the mission of one of our clients, Michelle’s Wish Foundation.
read more…
11 Items to Include on Your “Love Letter” / “Letter of Instruction”
An important piece of an estate plan (as well as good organization of your paperwork) is to put together a “Love Letter”, also sometimes referred to a “Letter of Instruction”. We have written about them in the past, but in case you are not familiar, a Love Letter is a document that lists important information for your heirs in the event that something should happen to you.
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Do You Have Unclaimed Funds Just Waiting for You to Collect?
Money doesn’t grow on trees! If you have monies owed to you, you should try to collect. At present, there are over $2.6B in unclaimed funds that Ohio is trying to get back in the hands of its rightful owners.
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Selling a Business: Personal Goodwill vs. Business Goodwill
Selling a business is a complicated transaction. The long list of business and personal issues that need to be considered is extensive and at times, confusing. Usually at the top of the list is the tax the seller will pay when the business sells. When selling a business, properly structuring the transaction will minimize taxes owed; ordinary tax rates for corporations are 21% and capital gains tax rates range from 15% to 20%.
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4 Reasons You Should be Using Surveys for Your Not-for-Profit
At one point or another, you’ve probably been asked to complete a survey after visiting a business. Many businesses even offer incentives such as discounts on future purchases or entries into drawings for prizes. These firms invest heavily to hear your feedback, but is it worth it?
Not-for-profits are different from for-profit businesses, but one of their commonalities is the need for high levels of service and ongoing engagement with clients. read more…
5 Steps to Avoid Phishing Attacks
There’s a threat called Phishing and it can put your entire organization at risk. Phishing, a technique malefactors use to steal sensitive information such as user names and passwords, is a growing segment of crime.
Phishing typically involves the use of an authentic-looking email or website that prompts you to enter sensitive data that can be used to hack or hijack your business’s systems. Phishing techniques are becoming increasingly sophisticated and more difficult to spot and prevent. read more…
Zinner & Co. Sponsors Cleveland Play House’s production of “Into the Breeches!”
Zinner & Co. is pleased to sponsor and support Cleveland Play House’s production of “Into the Breeches!” which runs September 14th through October 6th, 2019.
Set in World War 2, “Into the Breeches!” is the story of a group of inspired women who must fight to keep the theater alive during the war, while the men fight overseas. read more…
9 Keys to Education Planning
Whether your children (or grandchildren) are 2 or 20, there’s one big thing probably weighing on your mind: How to pay for college. You’re not alone. According to recent studies, 42% of parents surveyed say their top money concern is paying for their child’s education.
The figures are daunting. Estimates project the cost of yearly tuition at a private college will be over $130,000 per year by the time today’s grade schoolers reach college. The key to tackling these overwhelming figures is to have a strategy and long-term approach to saving for higher education. 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.
Staying Safe Online During The Holidays: A Guide for Everyone
The holidays are a time for fun, gifts, and being with your family, as many people shop online, chat with friends, and share their holiday moments. While the internet can be a great place for all this, it is important to stay safe, especially during the holiday...
Ohio Homebuyer Plus Program
Many Ohioans have faced obstacles to home ownership due to rising prices and high mortgage rates. As such, the Ohio Homebuyer Plus Program is designed to assist Ohioans on their homebuying journey. Ohio is the only state to have such a program, it creates specialized...
Appeals Court grants temporary stay to BOI Reporting
On Dec. 23, the U.S. Court of Appeals, Fifth Circuit granted a temporary stay of the nationwide injunction which we previously communicated with you about related to the Corporate Transparency Act (CTA). This stay has reinstated the enforcement of the CTA, and...
Risk Assessment and Internal Controls – Board Members’ Series (Part 2)
Part 2 of 5 In the current social and economic environment not-for-profit organizations face more risks than ever before. One of the major responsibilities of the Board, as well as management, is to continuously assess the risks facing the Organization, both...
9 Tips to Make Your Business More Salable
You’ve put your blood, sweat and tears into creating and building a business, but at some point it will be time to think about how to sell it and move onto the next phase of your life. A key consideration for what the “next phase of life” looks like is often dependent...
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