On The Mark: Financial Literacy with Mark Zinman

In this week’s episode, Mark is joined by Alex Roman to discuss the growing trend of nearshore staffing in response to the declining number of students entering the accounting profession in the United States. They explore how firms are adapting to talent shortages and the benefits and challenges of nearshore staffing.

In the third and final segment, Mark and Ed wrap up the discussion by exploring additional healthcare benefit options, including HRAs, HSAs, level-funded plans, and self-funded plans. They break down how each option works and the advantages they can offer employers and employees.

In this week’s episode, Mark and Ed pick up right where they left off. As we continue to dive deeper into medical plan options they break down how to evaluate coverage options, explain how your number of employees impacts what you’re required to offer, and unpack the real consequences of not enrolling in Medicare Part B on time—including costly premium penalties.

This week kicks off a special multi-part series as Mark sits down with Ed MacConnell to break down the essentials of medical care coverage. Together, they unpack Medicare Parts A through D, explain why Medicare matters, who it’s designed for, and when you become eligible—giving you a clearer understanding of how to navigate your options with confidence.

In our final estate planning episode, we cover probate complexities, including out-of-state property, when to establish a trust, and balancing a loved one’s wishes with legal obligations. We also touch on taking time before big decisions, pros and cons of naming multiple executors or trustees, and how prenups can factor into your decisions.

In Part 2 of Estate Planning with Mark Zinman, Mark explores what happens after filing an inheritance tax return, including selling inherited property and managing estates and trusts. He also covers the roles of executors of wills, considerations for dependents and guardians, and the consequences of not following trust rules.

In part one of this multi-part series, Mark dives back into estate planning and the often-confusing world of gifting assets, a relevant topic for this current tax season. As questions surge about the tax implications, he breaks down what you need to know in a clear, practical way. Tune in to understand the importance of responsibly reporting when receiving or gifting estates and assets.

In part two of Capital Gains, Mark takes a closer look at how investments generate profit and what those gains really mean for investors. He explains the key difference between realized and unrealized gains and why that distinction matters when it comes to taxes. The episode also examines how tax laws apply to profits from collectibles and antique items.

On this week’s episode of On the Mark Financial Literacy with Mark Zinman, we kick off Part 1 of a two-part series on capital gains. Mark breaks down what capital gains are, how to calculate them, and when you may need to make tax payments. We also cover the Net Investment Income Tax, different types of assets, and what qualifies as a capital improvement. Tune in to build confidence and clarity around this important financial topic.

In Part 2 of our Medical Coverage Options series, Mark Zinman and Jeff Weiner continue the conversation with a deeper dive into today’s healthcare landscape. They discuss different types of benefits, including voluntary benefits and Social Security, along with practical strategies for shopping policies and saving money on health insurance.