Zinner & Co. Blog and Newsroom

My child has special needs. What can I do to ensure that he is cared for?

Posted by Zinner & Co. Tax Team on Jul 11, 2019 6:59:00 AM

One of the challenges when providing for loved ones with special needs is to do so in a way that they do not lose their eligibility for governmental assistance such Supplemental Security Income (SSI) or Medicaid. Recipients can lose eligibility for these programs if their assets exceed a certain level. One of the ways around this is to create a trust.

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Topics: social security, Estates, Gifts & Trusts

The 10 Biggest Mistakes to Avoid in Estate Planning

Posted by Zinner & Co. on May 21, 2019 7:29:00 AM


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.

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Topics: real estate, Retirement Planning & IRAs, Estates, Gifts & Trusts, Insurance

Use of Donor Advised Funds is on the Rise!

Posted by Zinner & Co. Tax Team on Dec 3, 2018 8:06:08 AM

Donor advised funds appear to be gaining in popularity and use. Part of the reason for this is due to changes in the tax code brought about by the 2017 Tax Cut and Jobs Act (TCJA.) The TCJA has made significant changes to the deductibility of charitable gifts…

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Topics: Estates, Gifts & Trusts

Changes to the Estate and Gift Tax Exemption under TCJA

Posted by Zinner & Co. Tax Team on Nov 29, 2018 6:30:00 AM

The Tax Cut and Jobs Act (TCJA) has brought about the largest change to the U.S. tax code in

over 30 years. One of the areas of the code that has been significantly impacted by these sweeping changes deals with estates.

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Topics: Estates, Gifts & Trusts, Tax Cuts and Jobs Act of 2017

How the 65th Day of the New Year Could Help You Save on your Taxes

Posted by Zinner & Co. Tax Department on Dec 26, 2016 6:02:00 PM

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 brackets that apply to them.  In addition, it is important to note that estates are subject to most of the same tax treatment as trusts.

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Topics: Taxes - Individual, Estates, Gifts & Trusts

Timely Tips for Small to Mid-Sized Estates

Posted by Eric James on Oct 25, 2016 9:59:55 AM


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Topics: Estates, Gifts & Trusts

Are Your Retirement Plan Assets Protected?

Posted by Robin Baum, CPA, Managing Partner on Sep 20, 2016 3:00:35 PM

Based on presentation by Robin Baum at the 2016 Cleveland Boy Scout Estate Planning Seminar. Article submission to the Ohio Probate Law Journal

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Topics: Retirement Planning & IRAs, Estates, Gifts & Trusts, Robin Baum

Using a Buy-Sell Agreement to Establish Estate Tax Value

Posted by DeAnna Alger, CPA on Sep 13, 2016 2:56:59 PM

Many closely-held business owners devote the majority of their lives to developing a successful business. 

Therefore, as part of their estate planning strategy, small business owners want to ensure that the worth of their business is properly valued, especially if the business must be sold in order to pay estate taxes.  If drafted properly, a buy-sell agreement is an effective tool that can be used to set the value of a closely-held business interest. 

Read more from Deanna Alger, CPA

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Topics: business valuation, deanna alger, Estates, Gifts & Trusts

5 Things You Need to Know About Naming a Beneficiary

Posted by Zinner & Co. Tax Department on Aug 26, 2016 12:00:00 PM

 As busy professionals, caregivers, and the like, we tend to put off until tomorrow that which isn't deemed critical today.  One such item that we cannot afford to delay is the filing of a beneficiary designation form.

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Topics: Estates, Gifts & Trusts

Using Your 990 to Tell Your Story

Posted by Chris Valponi, CPA on Jul 17, 2016 9:30:00 AM

More and more third parties are looking at not-for-profit organizations’ IRS Form 990, so don’t just report; learn how you can use your 990 to tell your organization’s story.

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Topics: non-profits, Estates, Gifts & Trusts, Chris Valponi


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