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

7 Steps to Combat Elder Fraud

Posted by Zinner & Co. on Apr 9, 2019 7:02:00 AM

Every year around this time, the IRS issues a warning about scams that attempt to victimize taxpayers and steal from them. More often than not, the victims of these crimes are senior citizens. The scams have varying levels of sophistication. From simple - such as calling on the phone and posing as an IRS agent - to sophisticated phishing scams that attempt to get taxpayers to reveal information that can be used to hack key user accounts.

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Topics: identity theft, fraud, social security, cybersecurity

When Should YOU Begin Taking Social Security Benefits?

Posted by Zinner & Co. on Jan 4, 2013 11:56:00 AM

Posted by: Colleen Kaminsky, CPA 

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Topics: social security, Retirement Planning & IRAs

When Are Severance Payments Subject to FICA?

Posted by Zinner & Co. on Jan 3, 2013 2:01:00 PM

Posted by: Barbara Theofilos, CPA 

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Topics: medical, social security, Taxes - Planning, Rules and Returns


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