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Blog & Newsroom

Tax Partner Howard Kass is newly certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils, an organization focused on establishing and monitoring the highest professional and educational standards in the estate planning industry.

On June 26, 2013, the United States Supreme Court issued its decision in the case of The United States v. Windsor which essentially ruled the federal Defense of Marriage Act (DOMA) unconstitutional. Given the widespread national press this case received, we will not rehash the details of the case here, but in short, the Windsor case treats same-sex couples who are validly married under state law as married for federal purposes. While this case is viewed as a huge civil rights win, it could potentially be a huge financial win for same-sex couples, but the ruling has raised as many questions as it has answered particularly in states such as Ohio that do not currently recognize same-sex marriage.

 

Zinner & Co. was honored to receive two awards from an elite panel of judges at the 2013 Smart Business World Class Customer Service Awards, held June 6 at Executive Caterers at Landerhaven.

The World Class Customer Service Awards serve to raise awareness of the importance of customer service in the business world, recognize organizations that demonstrate exceptional customer service and share best practices in customer service from those that do it the best.

For the second year in a row Zinner & Co. was among the 25 Northeast Ohio companies recognized for a commitment to delivering top-notch customer service. Based off interviews conducted at a VIP reception in April, we were also selected as one of the top “Best in Class” winners this year, garnering us our second award of the night.

Zinner & Co. stands out from the competition due to making “the platinum rule” – do unto others as they want you to do unto them – a mandatory part of our company’s testing and training in our new employee orientation process. We train employees on how to alter their personal communication methods to adapt to how the client wants to be communicated to or is accustomed to being communicated with. We also set firm-wide SMART goals (Specific, Measurable, Accountable, Realistic, Timely) designed to help increase customer service satisfaction with clients.

Zinner & Co. would like to congratulate our good friends at the Greater Cleveland Film Commission for also being recognized for their superior customer service and “Best in Class” designation.

On hand to collect our firm’s two awards were Partners Gabe Adler, Robin Baum, Howard Kass and Susan Krantz and Firm Administrator Matt Aloisi. We look forward to continuing our practice of superior customer service for the next 75 years to come! 

There was finally a break in the clouds this past Sunday, just in time for the annual Race for the Place 5K. Several members of the Zinner & Co. family participated.

Posted by: Sue Krantz, CPA