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Cleveland Leadership Center’s is Now Accepting Applications from Those with Ideas Big and Small to Pitch at Accelerate

Cleveland Leadership Center’s is Now Accepting Applications from Those with Ideas Big and Small to Pitch at Accelerate

Zinner & Co. client, The Cleveland Leadership Center, is currently accepting applicationsCLC Accelerate accepting submissions from individuals with ideas to improve Northeast Ohio to pitch at their annual Accelerate competition. In addition to the seed funding each finalist wins, the competition connects those with the ideas to key individuals who can help make their vision a reality. 

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The Lost or Misplaced Trust Agreement

The Lost or Misplaced Trust Agreement

One of the first things we ask for when we obtain a new trust client is “Can you provide us with a copy of the trust agreement?”

You’d be surprised that, sometimes, the answer is, “I’m not sure where it is and I’ll have to find it and send it over later,” or, “It was created by Mom or Dad’s estate and I don’t have a copy,” and worst yet, “I’ve lost it and don’t have another copy”.

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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.
4 Things to Consider Before Gifting Your House to Your Child

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. One move you may be considering is giving...

The Equifax Data Breach – What you need to know now

On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that, according to the Wall Street Jurnal, exposed vital personal identification data — including names, addresses, birth dates, and Social...

Ask the Expert: What Does ‘Like-Kind’ Mean in a 1031 Exchange?

Q: What Does ‘Like-Kind’ Mean in a 1031 Exchange? A: As you are probably aware, a 1031 Exchange refers to a provision in the U.S. tax code, which allows real estate investors to sell or dispose of a piece of real property and purchase another piece of “like-kind”...

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