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Are You Doing Harm by Doing Good?

By Chris Valponi, CPACharitable giving Zinner CPAs Cleveland-654537-edited_ws.jpg
Audit and Assurance Manager

Leaving a philanthropic gift to a charitable organization can be a rewarding experience, both for the donor and the designated organization.

A popular, but less understood gift is a charitable gift annuity. A charitable gift annuity is a contract (not a "trust"), under which a charity, in return for a transfer of cash, marketable securities, or other assets, agrees to pay a fixed amount of money to one or more donors for their lifetime.

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Yes, You Can Be Paid Too Much...Or Too Little:
Understanding Shareholder Compensation

By Howard J. Kass, CPA, AEP®, CGMAPassing money stock-936885-edited.jpg
Partner

Employees of closely held corporations, whether structured as a C corporation or an S corporation, who also serve as shareholders of that same corporation, may find themselves in a precarious position when it comes to determining their compensation.

Shareholder-employee compensation is one management area to which leadership teams should pay close attention. In the eyes of the IRS, providing unreasonably high or low compensation to a shareholder-employee can be a bright, red, fast-waving flag.

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Money: How Much is Enough?

By Gary Sigman, CPA, M.Tax, PFS, AEP® Business woman under a money rain - isolated over a white background.jpg
Senior Tax Manager

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 much will you need in retirement for healthcare costs or everyday living?

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MARCH FREEBIE...

Identity Theft Checklist

Identity theft is a complex and evolving threat and one that costs U.S. citizens billions of dollars annually. Without question, it is one of the most pressing challenges facing our country. Unfortunately, the problem is growing and fraudsters are always looking for new ways to steal confidential information to commit crimes. As your trusted adviser, we understand your concerns with identity theft and take every precaution to keep your personal information safe.
Download this free Ebook to learn more.

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Charity Treats, founded in early 2016, is an in-house fundraising initiative that firm employees take part in each week through “Jeans Fridays.” The program is a way for employees to learn about our area organizations and the great work they do for the people in our communities. Charities are selected based upon the recommendation from employees through their personal affiliation.

Join the Movement! 

Cleveland CPAs InMotion Gabe Adler_ws.jpgPartner Gabe Adler welcomed InMotion Chief Advancement Officer Nancy McCann and Program Director Benjamin Rossi to the firm as the featured organization for this month’s charity.  

InMotion is a nonprofit center devoted to the health and well-being of those affected by Parkinson’s disease and other movement disorders. Pioneers in their concept for program delivery, the organization has earned national recognition for their approach to improving and maintaining the quality of life for those affected by movement disorders. To learn more about InMotion or how you can join the movement, visit www.beinmotion.org

Cue the Music!

Cleveland CPAs Bluewater chamber orchestra.jpgWe are proud supporters of the arts and the wonderful talent in our community. Partner Howard Kass presented a check to Heather Holdsworth of the Blue Water Chamber Orchestra from the Zinner team who collected and donated funds from the Charity Treats initiative.

BlueWater not only presents amazing concerts, but also works in the community to bring music education to schools, youth groups, and organizations. Learn more: http://www.bluewaterorchestra.com/

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‘Tis the Season for Tax Scams and Fraud
by: Howard Kass, CPA, CGMA, AEP®, Partner

Ohio Tax Changes on the Horizon. Sales Tax to Become Even More Significant.  


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