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.
Shannon Atwood, a high school student form the Super Learning Center, recently worked at Zinner again on a special internal project.
Posted by: Courtney Ockenden, CPA
Intuit QuickBooks Payroll
Payroll Update: Revised Tax Tables
In a recent case, Turner, T.C Memo. 2011-209, the Tax Court ruled that formal notice of the withdrawal power is not required. The result of this Tax Court case is that, if a notice requirement is not satisfied regarding a particular transfer to a trust, the taxpayer now has an argument that such notice is not required and the annual exclusions claimed were valid.
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.
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