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Blog & Newsroom

The Internal Revenue Service just issued a Revenue Procedure revising the scope of the IRS letter-forwarding program: the IRS will no longer forward letters on behalf of plan sponsors or administrators of qualified retirement plans (including qualified termination administrators of abandoned plans), who are attempting to locate missing plan participants and beneficiaries.

Jack Borkey Sr. established Professional Electric Products Company (PEPCO) in 1968 and has achieved great success with his family owned and operated company ever since. Jack is a scheduled panelist for a discussion on “The Transition Process – Planning for the future” during the 2012 Family Business Conference, sponsored by Zinner & Co. 

After starting Marous Brothers Construction Inc. in 1980, local businessman Chip Marous has achieved great success with his family owned and operated company for over 30 years. Chip is a scheduled panelist for a discussion on “ The Transition Process – Planning for the future” during the 2012 Family Business Conference, sponsored by Zinner & Co.          

As of July 1, Zinner & Co. is proud to name Christopher Valponi, CPA, as our new Audit and Assurance Supervisor. 

You've received an e-mail from a foreign lawyer telling you that a long-lost relative has died and that you are the only heir. You are entitled to millions from the deceased's estate. Can this be possible?

The IRS issued temporary and proposed regulations providing guidance on the requirements for electing portability of a deceased spouse's unused exclusion (DSUE) and the surviving spouse's use of the DSUE amount.