October 29, 2010
11:00-1:00
Zinner’s Lobby
Located on 2nd floor
In addition to cupcakes, brownies, cookies, etc., there will be a small section of doggy treats!
Jailbird Helps Muscular Dystrophy Association
Posted by: Gabe Adler, CPA
read more…
Zinner & Co.’s Wellness Program
For the last 2 tax seasons, we have implemented a Wellness Program to encourage healthy habits and reduce stress at a time when the work days are longer, the workloads are heavier and eating habits are more quick and convenient instead of nurturing. We form teams for a 9-week walk-a-thon challenge to encourage active movement throughout the day and enhance staff camaraderie. By providing every employee with a pedometer, the goal is to walk as much as possible over the course of each week and the individual with the most steps is rewarded with their choice of items like weights, exercise videos and books, yoga balls, water bottles, gym bags, gift cards for healthy eating options, and much more.
read more…Important Considerations for Non-Spouse Beneficiaries of Inherited IRAs
Posted by: Zinner & Co.
read more…Important Considerations for Non-Spouse Beneficiaries of Inherited IRAs
The Individual Retirement Account (IRA) rules are complex when it comes to annual contributions and timing for required minimum distributions (RMDs), let alone the differences between traditional and Roth accounts.
read more…Digging For Gold or Precious Metals in Your IRA?
Diversification is the cornerstone of a solid investment portfolio. Until the mid 1990’s, when stocks started producing extraordinary profits, most investment advisors recommended a balanced portfolio with a mixture of stocks, bonds, and precious metals. Stocks provided the opportunity for growth, bonds produced income and precious metals protected against inflation and financial chaos because gold and silver prices have typically enjoyed an inverse pricing relationship, when compared to stock prices over the long run.
read more…Inherited IRAs: Are These Assets Considered Retirement Funds?
Posted by: Barbara Theofilos, CPA
read more…Zinner CPA Talks IRA Issues In TV Interview
Zinner CPA Talks IRA Issues In TV Interview:
read more…New 3.8% Medicare Tax on Net Investment Income: How Will this Affect YOU?
Posted by: Barbara Theofilos, CPA
read more…The Celiac Tax Deduction; What’s New?
Posted by Howard J. Kass, CPA
read more…
Kass completes term as President of the Cleveland/Akron Chapter of the Society of Financial Service Professionals
In June, Zinner & Co. Partner Howard J. Kass, CPA, AEP®, CGMA, finished his one-year term as president of the Cleveland/Akron Chapter of the Society of Financial Service Professionals (CAFSP). A CAFSP member since 2010, Kass was thankful for the support he...
IRS Okays home equity deductions
The Tax Cuts and Jobs Act of 2017 affected the tax deduction for interest paid on home equity debt as of 2018. Under prior law, you could deduct interest on up to $100,000 of home equity debt, no matter how you used the money. The old rule is scheduled to return in...
Rethinking retirement contributions
The Tax Cuts and Jobs Act of 2017 generally lowered federal income tax rates, with some exceptions. Among the ways in which lower rates impact tax planning, they make unmatched contributions to traditional employer retirement plans less attractive. Example 1: Chet...
Proposed legislation supports unlimited above-the-line charitable contribution deduction
A proposed bill has the potential to put taxpayers in a charitable mode. U.S. Rep. Chris Smith (R-NJ) and U.S. Rep. Henry Cuellar (D-TX) recently introduced the “Charitable Giving Tax Deduction Act,’ a bipartisan bill that would make charitable tax deductions...
“Kiddie Tax” impacted by Tax Cuts and Jobs Act
Many higher income taxpayers have long made it a practice to open investment accounts for their children, hoping to take advantage of their lower tax rates. Many years ago, Congress imposed, what is colloquially known as the “kiddie tax” to place strict limits...
Send us your questions and we’ll share our insights with you on our blog!