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.
Posts By: Zinner & Co.
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.
Ask the Expert: How much life insurance should I carry?
Zinner & Co. business succession , Retirement Planning & IRAs , Estates, Gifts & Trusts , Insurance
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.
7 Pitfalls to Avoid in Succession Planning
Zinner & Co. business valuation , business succession , SMB
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.
Ohio BWC Issuing Rebate Checks
Zinner & Co. Bureau of Worker's Compensation , Ohio business owners , Insurance , SMB
In May, we informed you the Ohio Bureau of Workers’ Compensation (BWC) would be issuing $1.5B in rebates to employers; and true to their word, many local employers have started receiving rebate checks in the mail.
The BWC is issuing rebates equal to 88% of the employer’s 2018 premiums (for the period running July 1, 2017 to June 30, 2018.)
6 Tips for Hiring the Right Bookkeeper for Your Business
Zinner & Co. quickbooks , Business - Management, Issues & Concerns , SMB , start ups , Bookkeeping
A bookkeeper can be one of the most important hires your organization ever makes. A good bookkeeper can keep you on the straight and narrow. A bad one can take you off the rails.
There are key skills and attributes you should look for when hiring a bookkeeper; here are 10 of the most important:
5 Ways to to Grow Revenue from Your Existing Clients
Zinner & Co. Business - Management, Issues & Concerns
As speculation about the state of the world economy continues, many companies are beginning to think about how to grow their revenues. One of the best places to start is to mine your current roster of clients.
Studies suggest that existing clients are 50% more likely to buy from an existing vendor. Selling to your current clients can reduce your cost of sales, reduce the time of your sales cycle and improve margins. Here are a few ideas on how to grow revenues from your existing clients:
9 Keys to Education Planning
Zinner & Co. education , financial planning , Financial Planning - College , 529 plan , college , tuition
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.
Zinner & Co. Sponsors Cleveland Play House’s production of “Into the Breeches!”
Zinner & Co. Firm news , not-for-profit , Community
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.
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.
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.
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