Mark W. Zion is President and owner of Zion & Company, Inc. The firm was established in 1973 by his father Hugh W. Zion. The business counseling aspect of the practice provides business and financial management advice through financial statement analysis, with emphasis placed on developing tax planning strategies for clients to minimize income and estate taxes while maximizing a client's net worth. Mark's credentials as an Enrolled Agent have granted him the right to practice before the Internal Revenue Service at all administrative levels. In addition, Mark is an Accredited Tax Preparer (ATP) and an Accredited Tax Advisor (ATA) by the Accreditation Council for Accountancy and Taxation. In 2006, Mark received his CFP designation. The CFP® is a globally recognized standard established in the industry emphasizing a comprehensive approach to financial planning. Comprehensive financial planning encompasses all the personal and financial situations of clients, including, but not limited to, personal finances, investments, taxation, insurance, estate and retirement planning. Mark is one of two founding partners of Paragon Financial Services, LLC, a registered investment advisory firm. In his spare time, Mark enjoys hunting, entertaining, and serving on the board of the Harvest Hope Food Bank here in Columbia SC.
This Thanksgiving, what are you grateful for?
If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual conferences as just sitting in front of a computer, the fact is they can be more comfortable (sweatpants, anyone?), more rewarding and every bit as enjoyable as an in-person event. If you’re a virtual conference newbie, here are some tips to get the most from your experience:
Even with summer in the rearview mirror, there are lots of opportunities to get out of the house and enjoy activities with family and friends (or others in your “bubble”). Here are 10 suggestions for fall fun that everyone in your crew—regardless of age—can enjoy.