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Zinner & Co. Sponsors Cleveland Play House’s 20th Annual Festival of Trees

Posted by Zinner & Co. on Nov 21, 2019 5:36:00 AM

Zinner & Co. is pleased to sponsor and support our long-time client, The Cleveland Play House, and their 20th Annual Festival of Trees.

The Festival is located in the Allen Theatre Lobby and features over 30 holiday trees decorated and sponsored by leading artists, designers and community organizations. In addition to the tree displays, the festival will feature live choral performances and free photos with Santa.

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Topics: Firm news, Community

Zinner & Co. Supports Michelle’s Wish Foundation for Thanksgiving 2019

Posted by Zinner & Co. on Nov 8, 2019 9:00:00 AM

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.

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Topics: Firm news, not-for-profit, Community

Zinner & Co. Sponsors the Magic of Lights for 2019

Posted by Zinner & Co. on Nov 8, 2019 5:57:00 AM

Zinner & Co. is pleased to continue its support and sponsorship of the Magic of LightsTM, being held at the Cuyahoga County Fairgrounds in Berea, Ohio from November 27, 2019 through January 4, 2020.

Magic of LightsTM has become a yearly tradition for many Northeast Ohio families who marvel at thousands of decorative displays and interactive holiday lights. There are also fun activities for all ages, such as the Jolly Holiday Village, which is an exciting experience where guests can exit their cars to take photos with Santa, decorate snowmen, watch classic holiday movies, play games, enjoy hot chocolate and other seasonal treats, and much more! 

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Topics: Firm news, Community

7 Best Practices for QuickBooks Use

Posted by Zinner & Co. on Nov 5, 2019 5:00:00 AM

If you are using QuickBooks, you are not alone. In fact, QuickBooks is the market share leader for small business accounting. Like most software packages, most users do not take advantage of the full capabilities of the system.

To get the most out of your investment in QuickBooks, you should look at using more of the systems features while avoiding some of the common mistakes. The following is a list of best practices you should consider implementing for your small business:

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Topics: quickbooks, SMB

Long Live Your Budget!

Posted by Zinner & Co. on Oct 29, 2019 5:21:00 AM

Last year you thoughtfully constructed a budget. You painstakingly evaluated your projected income and expenses. You pored over your cash flow projections. You wiled away the hours getting the best snapshot you could of your business in the year to come.

Well, the 4th quarter is here. How did last year’s budget fair? How often did you revisit it? Did you keep it up-to-date?

If you’re like most companies, you probably haven’t touched your budget since you constructed it. Or perhaps you’ve occasionally looked at it to see how you’re doing on your budget vs. actual.

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Topics: expenses, start ups, budgets, cash flow

4 Things to Consider Before Gifting Your House to Your Child

Posted by Zinner & Co. on Oct 23, 2019 5:04:21 AM

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.

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Topics: real estate, gift tax, Estates, Gifts & Trusts

11 Items to Include on Your “Love Letter” / "Letter of Instruction"

Posted by Zinner & Co. on Oct 22, 2019 5:23:00 AM

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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Topics: Estates, Gifts & Trusts, life insurance

Do You Have Unclaimed Funds Just Waiting for You to Collect?

Posted by Zinner & Co. on Oct 17, 2019 5:21:00 AM

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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Topics: personal finance, ohio

Ask the Expert: How much life insurance should I carry?

Posted by Zinner & Co. on Oct 8, 2019 5:20:00 AM


How much life insurance should I carry?

This is a great question! We hear it frequently, so we wanted to cover it here on our blog. The question is usually asked in the context of: “I’m about to purchase a life insurance policy. How much coverage do I need?”

The answer is – it depends.

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Topics: business succession, Retirement Planning & IRAs, Estates, Gifts & Trusts, Insurance

7 Pitfalls to Avoid in Succession Planning

Posted by Zinner & Co. on Oct 1, 2019 4:16:00 AM


At Zinner, we regard ourselves as fortunate to have worked with several of the best multi-generational businesses in Northeast Ohio. It’s always rewarding to see a highly successful business passed into the hands of a willing and able successor who continues to lead it.

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Topics: business valuation, business succession, SMB


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