Zinner & Co. Blog and Newsroom

On a Personal Level - What Has COVID Taught Us?

Posted by Robin Baum, CPA, Managing Partner on Jun 2, 2021 9:31:00 AM

Since last March, our world dramatically changed in many ways! Based upon all of the changes that have been thrust upon us, what have we learned about the following areas of concern that we may not have thought about pre-COVID, regardless of age?

    • If I am unable to communicate on my own, do I have all of the necessary legal documents in place to address my wishes? Do I have a will? Do I need a trust?

    • Have I thought about my healthcare wishes if I become unable to make my own medical decisions? Do I have a Living Will and Healthcare Power of Attorney in place?

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Topics: financial planning, Estates, Gifts & Trusts, planning, Insurance, COVID-19

11 Quick Tips to Improve Cash Flow

Posted by Zinner & Co. on Jan 15, 2019 7:56:00 AM

 

Steady cash flow is the lifeblood of any small business. With it, you have flexibility to make important purchases, hire additional employees and acquire new assets. Without it, you may be in jeopardy of losing your best people and perhaps customers.

So here are 11 quick tips to help you improve your cash flow:

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Topics: accounting, planning, Productivity

Important Tax Dates and Deadlines for 2019

Posted by Zinner & Co. Tax Team on Dec 6, 2018 7:10:00 AM

Well, 2019 is right around the corner, and before you know it important tax-related deadlines will be upon us. Due to changes in the tax code created by the Tax Cuts and Jobs Act (TCJA) we highly recommend you allow extra time in gathering required information for the 2018 tax season.

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Topics: taxes, income tax, planning

10 Things You Should Be Doing NOW to Prepare for Tax Season

Posted by Zinner & Co. Tax Team on Oct 23, 2018 6:07:00 AM

10 Things You Should Be Doing NOW to Prepare for Tax Season

The Tax Cut and Jobs Act (TCJA) has brought about the largest change in the tax code in over 30 years. The changes will have a much greater impact on the coming tax season than most realize, so we recommend you take a proactive approach to tax preparation this year.

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Topics: taxes, Tax Cuts and Jobs Act of 2017, planning

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