The Supreme Court’s recent decision in the case Cigna v. Amara sent a very important message to all plan sponsors/employers regarding the importance of maintaining their retirement plan documents including the required summary plan descriptions and summary of material modifications (as applicable).
Zinner CPA Talks IRA Issues In TV Interview:
About Us
Since 1938, Zinner has counseled individuals and businesses from start-up to succession. At Zinner, we strive to ensure we understand your business and recognize threats that could impact your financial situation.
Recent Blog Posts
Have Nagging Financial Questions?
Send us your questions and we’ll share our insights with you on our blog!
Categories
- 1031 Exchange (2)
- 401k (2)
- 529 plan (4)
- ABLE Act (1)
- account systems (3)
- accounting (8)
- Affordable Care Act (8)
- alimony (2)
- American Rescue Plan Act (1)
- Ask the Expert (5)
- Audit and Assurance Department (14)
- audits (8)
- Bank Secrecy Act (1)
- banks (1)
- Barbara Theofilos (6)
- Beneficial Ownership Information (1)
- Bitcoin (1)
- block chain (2)
- BOI (1)
- Bookkeeping (1)
- Brett W. Neate (28)
- budgets (1)
- Bureau of Worker's Compensation (12)
- Business - Management, Issues & Concerns (50)
- business income deduction (3)
- business succession (7)
- business travel expense (3)
- business valuation (5)
- capital gains (2)
- careers (7)
- cash flow (2)
- Child Tax Credit (2)
- Chris Valponi (8)
- City of Cleveland (1)
- Cleveland COVID-19 Rapid Response Fund (1)
- Cleveland Rape Crisis Center (2)
- college (3)
- Community (24)
- Compliance (1)
- Coronavirus (24)
- Corporate Transparency Act (1)
- COVID-19 (30)
- Credit card fraud (5)
- credit reporting (2)
- cryptocurrency (2)
- CTA (1)
- cybersecurity (16)
- dead (1)
- DeAnna Alger (6)
- death (2)
- debt (4)
- deductions (14)
- Deferring Tax Payments (4)
- Department of Job and Family Services (2)
- depreciation (1)
- Digital Tax Payment (1)
- divorce (4)
- DOMA (3)
- Economic Impact Payments (2)
- Economic Injury Disaster Loan (4)
- education (8)
- EIDL (1)
- electronic filing (4)
- Electronic Tax Payments (2)
- Emergency Working Capital Program (1)
- employee benefit plan auditor (1)
- Employee Leave (2)
- Employee or Independent Contractor (6)
- Employee Retention Credit (3)
- employment (2)
- ERC (3)
- Eric James (8)
- Estates, Gifts & Trusts (47)
- expenses (5)
- Families First Coronavirus Response Act (2)
- FASB (1)
- FBAR (1)
- FDIC coverage (1)
- Federal Assistance (4)
- filing (3)
- financial planning (8)
- Financial Planning - College (9)
- financing (3)
- Firm news (119)
- first responders (1)
- FMLA (1)
- foreign assets (3)
- fraud (38)
- FSA (1)
- fundraising (9)
- Gabe Adler (1)
- gift tax (5)
- HDHP (2)
- health care (3)
- home (2)
- home office (1)
- Howard Kass (2)
- HRA (1)
- HSA (5)
- identity theft (30)
- income (1)
- income tax (57)
- independent contractor (1)
- Inflation (1)
- Insurance (7)
- internal control (4)
- international (2)
- Intuit (1)
- investments (4)
- IRS (87)
- jobs (5)
- John Husted (1)
- K-1 (1)
- Laura Haines (2)
- Layoff (2)
- Layoffs (1)
- leadership (3)
- lease accounting standards (1)
- life insurance (1)
- LLC (3)
- Loans (2)
- longevity income annuities (1)
- Lorenzo's Dog Training (1)
- Magic of Lights (1)
- management advisory (3)
- manufacturing (2)
- Matt Szydlowski (3)
- medical (7)
- Medicare (2)
- mergers and acquisitions (1)
- Mike DeWine (2)
- Millennial Concepts (2)
- minimum wage (1)
- NAIOP (1)
- National Defense Act (1)
- non-profit reporting (10)
- non-profits (38)
- not-for-profit (26)
- ODJFS (1)
- office (1)
- ohio (12)
- Ohio business owners (18)
- Ohio Department of Jobs and Family Services (3)
- Ohio Department of Taxation (3)
- Ohio Incumbent Workforce Training Voucher Program (1)
- Online Tax Payment (3)
- Operations (2)
- OPERS (1)
- owners of foreign entities (1)
- partnerships (5)
- passwords (1)
- Paycheck Protection Program (9)
- payroll (8)
- penalties (3)
- pension (2)
- personal finance (2)
- planning (4)
- ppp (7)
- Productivity (5)
- Qualified Business Income (1)
- quickbooks (10)
- real estate (13)
- record retention (2)
- records (2)
- Reporting (1)
- Republican National Convention (1)
- Retirement Planning & IRAs (52)
- Richard Huszai, CPA (5)
- RITA (1)
- Robin Baum (6)
- RRF (1)
- S Corporation (1)
- SALT (8)
- SBA (8)
- scams (10)
- SECURE 2.0 Act (1)
- security (6)
- SharedWorks (1)
- Shutdown (3)
- Silver Linings (9)
- simplified employee pension (1)
- Small Business (5)
- SMB (12)
- Social Media (1)
- social security (4)
- Speaker Series (2)
- spouse (1)
- start ups (8)
- Stay at Home Order (3)
- Steven Mnuchin (1)
- Sue Krantz (6)
- SVOG (1)
- tangible property (1)
- tax (27)
- tax avoidance (12)
- Tax Credit (6)
- Tax Cuts and Jobs Act of 2017 (31)
- Tax Exempt (1)
- Tax Holiday (1)
- Tax Interns (2)
- tax services (28)
- taxes (45)
- Taxes - Corporate & Business (103)
- Taxes - Individual (116)
- Taxes - Planning, Rules and Returns (186)
- TechCred (1)
- technology (7)
- The CARES Act (6)
- The SOURCE (1)
- tiag (3)
- transaction advisory (2)
- Treasury Department (5)
- tuition (3)
- U.S. Department of the Treasury (1)
- U.S. Small Business Administration (6)
- Unclaimed Funds (1)
- Unemployment Benefits (4)
- withdrawls (2)
- withholding (6)
- Workers Comp Billing Changes (1)
- Zinner & Co. (31)
- Zinner News (29)
Share Your Idea For A Zinner Blog Article
