As a trusted advisor, one’s CPA is often one of the first people notified when a client dies. As a CPA, it is critical to know and understand both the legal and moral steps involved in helping a family cope with a death.
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5 Efficiency Tools You Should Evaluate
Do you ever feel like there aren’t enough hours in the day? Do large, important tasks get waylaid by frequent, trivial disruptions? You’re not alone!
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The Pros and Cons of Selling to Employee(s)
If you’re planning on selling your business, one potential market is your current employees. They understand the business and how it runs. They have some sense of the value, or potential value of the business. But before you offer to sell to your employees, 
you should know the pros and cons of taking that route.
BEWARE: Scammers are Targeting Companies and Individuals with Very Sophisticated Attacks
Hackers and scammers are back at it again … and they’re better than ever. Recently we’ve seen a big upswing in the number, and relative sophistication, of hacker and scammer attacks. They’re sending sophisticated emails and “snail mail” invoicing to target unwitting individuals and companies. read more…
Education Celebration: 3 Cheers for the new FAFSA!
The new 2017 Federal Application for Student Aid (FAFSA) is now available and for many applicants, especially those renewing their FAFSA, the improved process and streamlined criteria is a welcome change.
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10 Tips to Improve Your Small Business or Not-for-Profit Website
Your organization’s website can be one of your greatest assets or a HUGE liability. It’s largely a factor of how much effort you put into building and maintaining it.
Your website should be like a round-the-clock salesperson or fundraiser, but only if you follow best practices and put time and attention into developing and maintaining it.
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IRS Systems to Get a Makeover
The IRS recently announced a 6 year plan to update and modernize its information technology systems and infrastructure. The move will bring much needed resources to an agency beleaguered by nearly a decade of consecutive budget cuts. 
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The 10 Biggest Mistakes to Avoid in Estate Planning
If you’re like most, you want to be able to leave something to your progeny when you die. 
Leaving a legacy for our children is just part of the American dream of wanting them to “have it better” than we did. But many well-intended parents have had their wishes left unfulfilled because of simple errors in estate planning. read more…
6 Quick Tips to Help You Promote Your Non-Profit Organization
One of the hardest things about running a non-profit is getting the word out to prospective donors and constituencies about your mission and why donors should support your fundraising efforts. With many causes competing for prospective donors’ time and attention, it can be difficult to get and keep their interest. read more…
10 Cash Flow Killers that Crush Small Companies
Cash is the lifeblood of any small business. With sufficient cash flow you’re more nimble and have greater freedom. Without it, you’re a captive to covering your next payroll.
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.
AICPA Not for Profit Conference Highlights Upcoming Changes
In June, the American Institute of Certified Public Accountants held a virtual Not for Profit Conference, which discussed a range of issues including stimulus funding, changes to tax law, cybersecurity and changes to independent auditors report. Stimulus Funding There...
From a Business Perspective – What Has COVID Taught Us?
As we re-open our economy after 16 long months of closure due to the global pandemic, business owners have been forced to pivot in many different areas in order to survive. Looking back at the seemingly split-second decisions many businesses were forced to make, what...
The Biden Administration’s Proposed Tax Law Changes
In early June, the U.S. Treasury Department released its general explanations of proposed changes to the U.S. tax code. Please note, the following items have only been proposed. In order to become law, they must pass through both the U.S. House of Representatives and...
IRS Sends Out Letters Regarding Monthly Child Tax Credit Payments
In early June, the Internal Revenue Service started sending letters to families about how they may be able to qualify for monthly Child Tax Credit payments. The letters are going out to families who may be eligible based on information they included in either their...
Zinner & Co. LLP Formal Office Reopening on June 1
On June 2, the Ohio Department of Health issued a Director’s Order to rescind the vast majority of former health orders regarding mask mandates and social distancing. Businesses may continue to require mitigation measures (e.g., masking and social distancing) among...
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