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.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: