With the Supreme Court ruling same-sex marriage is a right for all married same-sex couples should know the tax benefits they will receive beginning this year.
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After the “I Do’s”: Tax Tips for Newlyweds
Looking for a gift to give after all those June weddings? How about some solid tax advice for the newlyweds?
Zinner & Co. Receives Business Longevity Award
Zinner & Co. was recently named an honoree of the 2016 Business Longevity Award by Smart Business Magazine. The firm, established in Cleveland in 1938 by Harry Zinner, is led by Managing Partner Robin Baum and partners Susan Krantz, Howard Kass, Gabe Adler and Brett Neate. 
The award will be presented at an August 4th ceremony and will recognize Zinner & Co. in addition to only 44 other regional companies with at least 50 years in business. Honorees must have demonstrated their ability to adapt and evolve with changing times.
“We are thrilled to be named an award honoree and to share the distinction with such a prestigious group of companies,” said Robin Baum, CPA, Managing Partner. Our approach to business growth and sustainability mirrors the same principles that we use when advising our clients; work strategically, with integrity, while never losing sight of the clients’ needs.”
The firm has evolved over the decades, becoming a true business partner that provides services beyond tax and accounting work. Specialty niche service areas not only span a variety of industries including real estate, manufacturing, professional services and not-for-profit, but also provide operational services including management consultancy, outsourced business services and planning and preparation for companies from start-up through succession.
This visionary method to business is part of what keeps the Beachwood-based firm on its successful track; the other part is the culture of giving, a tenet shared among all employees. Employees are active members of the region, whether serving on boards, volunteering, donating their time or talent, or spearheading a cause. “We believe growing our community is just as important as growing our business,” added Baum.
A Smart Business Magazine judging panel reviewed submitted essay’s describing how companies remained viable over the decades and selected the recipients.
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Does your Organization Have a Conflict of Interest?
Many not-for-profit organizations struggle to find qualified financial leaders for their boards. Often individuals possessing higher-level financial experience are asked to take on multiple roles, begging the question, “can a board member be both the treasurer and the chair of the audit committee”? 
Summer Wedding? 6 Ways Getting Married Will Affect Your Taxes
It’s here. Your summer wedding, long in the planning and preparation phase, has finally arrived. You’ve spent many months knee-deep in details, from the “will you marry me” or “I will’s” to selecting the first song you dance to as husband and wife. You’ve bickered and resolved the guest list, swallowing your pride to allow crazy Aunt Alice to the reception even though you would rather not, and begrudgingly penning “and guest” to your best friends invitation even though you think their choice is less-than-stellar. 
In the end, there is one person who many couples usually forget to include when budgeting for a wedding and finalizing the guest list: Uncle Sam.
Yes, there are tax issues that come along with getting married. Here are six basic tips courtesy of the IRS to help you on your road to wedded bliss:
Child Heading Off to College Soon? 3 Important Lessons About 529 Plan Withdrawals
Many 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 in order 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.
Child Heading Off to College Soon? 3 Important Lessons About 529 Plan Withdrawals
Many 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.
Join our Team: Tax Supervisor
Career Opportunity: Staff Accountant II
Position Staff Accountant II
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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.
You Mean I Have to Take the Money?
What you need to know about required minimum distributions. Another year older. And, if you are one of the millions of folks who not only turned 70, but reached the age of 70 1/2 in 2016 (this is where the half year matters), you will need to start taking Required...
Client Alert: Due Dates for Certain Tax Returns are Changing
There are changes in due dates coming for many different business tax returns beginning in 2017, and many business owners are unaware of these changes. What’s changing and how is it changing? Prior to the coming law change, taking effect for 2016 tax...
How the 65th Day of the New Year Could Help You Save on your Taxes
The benefits of trusts in managing one’s financial affairs, both during one’s life and after one’s death, are well documented and quite significant. Among the trade-offs for their benefit are the complexity of their tax structure and the highly compressed tax...
My CPA Says, “Extend.” What Does That Mean to Me?
Each year, some taxpayers find themselves scrambling to find their income tax return paperwork, a year's worth of receipts, and ultimately becomes stressed in the attempt to file their tax return by April 18. Others know and understand that simply filing a tax...
Money: How Much is Enough?
Financial planning is one of the most important (if not the most important) and concerning money topics that many folks share. How much should you have saved by a certain age? Should new parents start to save now for their newborn baby or is it ok to wait awhile? How...
Send us your questions and we’ll share our insights with you on our blog!