Blog & Newsroom

9 Keys to Education Planning

9 Keys to Education Planning

by | 8 Oct | , , , , ,

 

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.education planning

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…

Back-to-School Sales Tax Holiday: What You Need to Know That Can Save You Dough

Back-to-School Sales Tax Holiday: What You Need to Know That Can Save You Dough

by | 26 Dec | ,

With school just a few weeks away, many parents are in the thick of back-to-school shopping. The thought of spending countless hours in the stores and comparing sale prices online to save on pencils, paper, book bags and school clothes can be daunting.

Fortunately, the State of Ohio has renewed legislation allowing for a second sales tax holiday, August 5 – 7, 2016.  This sales tax holiday only applies to certain types of goods purchased from 12:01 am August 5th through 11:59 pm August 7th. Sales_Tax_Holiday_2016.png

read more…
Use of Section 529 plans now available for elementary and high school tuition

Use of Section 529 plans now available for elementary and high school tuition

by | 30 Aug | , ,

High school and elementary school tuition can now be paid through a 529 savings plan.

For many families, use of Section 529 plans or “Qualified Tuition Programs” for college tuition planning has provided a great way to exempt the growth of a dedicated asset account when used for qualified education expenses. 

The 2017 Tax Cut and Jobs Act made changes to this tool to allow for up to $10,000 in annual expenses for tuition with enrollment or attendance at a qualified elementary or secondary public, private or religious school.

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

by | 24 Jun | , , , , , ,

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…

About Us

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.

Recent Blog Posts

DOL Proposes New Independent Contractor Rule

March 11, 2026 at 1:56 PM

What Employers and Workers Should Know The U.S. Department of Labor’s Wage and Hour Division announced a proposed rule intended to clarify when a worker is an employee and when the worker may be classified as an independent contractor under the Fair Labor Standards...

USPS Postmark Changes

March 5, 2026 at 9:06 AM

A Tax Filing Risk Alert for Taxpayers For decades, many taxpayers have relied on a simple rule of thumb: if it is in the mail by the deadline, you are fine. However, recent U.S. Postal Service (USPS) clarification makes that assumption riskier. On Dec. 24, 2025, the...

Top Security Issues Tax Clients Must Watch Out for in 2026

February 17, 2026 at 1:39 PM

Tax season has always been a prime opportunity for scammers, and 2026 is emerging as one of the most dangerous years yet. With increased filing confusion, AI‑powered fraud tactics, and a surge in data breaches fueling identity theft, tax clients need to be more...

Zinner & Co. Volunteers at Cleveland Food Bank Healthy Choice Market

January 30, 2026 at 4:02 PM

On Jan. 22, Zinner & Co. employees spent the afternoon volunteering at the Greater Cleveland Food Bank’s Community Resource Center Healthy Choice Market. Our team was proud to support neighbors directly by helping make the shopping experience easier, more...

No Tax on Overtime Pay

January 12, 2026 at 9:45 AM

The recently enacted One Big Beautiful Bill Act introduces a major change to the federal tax code, delivering welcome news for both employees and employers for tax years 2025 through 2028, as qualified overtime pay will not be subject to Federal income tax. This...

Have Nagging Financial Questions?

Ask The Expert

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

Categories

Share Your Idea For 
A Zinner Blog Article

Submit Your Idea