Wayne M. Zell

Blueprint for Wealth

Helping clients realize their personal dreams of wealth and freedom through education.
Blueprint for Wealth

Description

Helping you realize your personal dreams of wealth and freedom

Categories

Business
Education

Episodes

Gift Tax Exemption: Plan Today for Upcoming Changes

Nov 27, 2018

Description:

  Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/

Post-Exit Planning Video 8-Building a Family Legacy

Oct 4, 2018

Description:

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 6: Post-Exit Planning, which focuses on building a family legacy. This is the final part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October […]

Post-Exit Planning Video 7-Volunteering, Living Healthier

Sep 27, 2018

Description:

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including volunteerism and living healthier. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March […]

Post-Exit Planning Video 6-New Retirement Options

Sep 20, 2018

Description:

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for seniors. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. […]

Post-Exit Planning Video 5-Managing Post-Retirement Risks (cont’d)

Sep 13, 2018

Description:

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 6: Post-Exit Planning, which concludes discussion of managing post-retirement risks, with extensive consideration of avoiding the effects of bad advice and fraud. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Post-Exit Planning Video 4-Managing Post-Retirement Risks (cont’d)

Sep 6, 2018

Description:

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including loss of ability to live independently, change in housing needs, death or divorce of spouse and unforeseen needs. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional […]

Post-Exit Planning Video 3-Managing Post-Retirement Risks (cont’d.)

Aug 30, 2018

Description:

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including business continuity, employment, public policy (i.e., tax, Medicare, Medicaid) and other risks. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Post-Exit Planning Video 2-Managing Post Retirement Risks

Aug 23, 2018

Description:

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 6: Post-Exit Planning, which focuses on managing post-retirement risks, including longevity, inflation, interest rate, and stock market risks. This is part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]

Post-Exit Planning Video 1-Overview

Aug 16, 2018

Description:

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 6: Post-Exit Planning, which provides an overview of the opportunities and challenges following a successful exit.. This is the first part of the 6th and final Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]

Anatomy of an Acquisition Video 10-Employment and Other Agreements

Aug 9, 2018

Description:

Please join Wayne M. Zell, Esq. for this 9th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on employment and other key agreements that are critical parts of the acquisition. This is the final part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices […]

Anatomy of an Acquisition Video 9-Reps, Warranties, Covenants and Indemnification

Aug 2, 2018

Description:

Please join Wayne M. Zell, Esq. for this 9th of ten videos of Episode 5: Anatomy of an Acquisition, which continues discussion of representations and warranties, covenants and indemnification and liability limitations found in an acquisition agreement. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the […]

Anatomy of an Acquisition Video 8-Representations and Warranties

Jul 26, 2018

Description:

Please join Wayne M. Zell, Esq. for this 8th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the representations and warranties found in an acquisition agreement. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]

Anatomy of an Acquisition Video 7-Private Equity, Purchase Price, Earn-out

Jul 19, 2018

Description:

Please join Wayne M. Zell, Esq. for this 7th of ten videos of Episode 5: Anatomy of an Acquisition, which illustrates a typical private equity acquisition of a privately-held company and discusses purchase price and payment terms and the components of an earn-out or contingent purchase price. This is part of the 5th of six […]

Anatomy of an Acquisition Video 6-Due Diligence

Jul 12, 2018

Description:

Please join Wayne M. Zell, Esq. for this 6th of ten videos of Episode 5: Anatomy of an Acquisition, which continues the discussion of the due diligence process in an M&A transaction. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & […]

Anatomy of an Acquisition Video 5-Data Gathering and Due Diligence

Jul 5, 2018

Description:

Please join Wayne M. Zell, Esq. for this 5th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the data gathering and due diligence process in an M&A transaction. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]

Anatomy of an Acquisition Video 4-Letter of Intent, M&A Process

Jun 28, 2018

Description:

Please join Wayne M. Zell, Esq. for this 4th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on negotiating the letter of intent and the merger and acquisition process. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]

Anatomy of an Acquisition-Overview and Negotiating the deal

Jun 6, 2018

Description:

Please join Wayne M. Zell, Esq. for this 1st of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on an overview of the acquisition process and the art of negotiating the deal. This is part of the 5th of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Pre-Exit Planning Video 9-More Diligence

May 30, 2018

Description:

Please join Wayne M. Zell, Esq. for this 9th of nine videos of Episode 4: Planning the Exit, which focuses on diligence and acquisition aspects of intellectual property and trade secrets, real estate, tax and accounting and financial reporting matters. This is the final part of the fourth of six Business Success(ion) Planning Bootcamps for […]

Primer on Estate Planning

May 23, 2018

Description:

This video provides guidance on basic estate planning.  

Pre-Exit Planning Video 8-Corporate Clean-up

May 23, 2018

Description:

Please join Wayne M. Zell, Esq. for this 8th of nine videos of Episode 4: Planning the Exit, which focuses on various aspects of cleaning-up your corporate governance, employment, contracts, and benefits matters. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]

Pre-Exit Planning Video 7-Exit Strategies

May 16, 2018

Description:

Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March […]

Why You Need a Revocable Living Trust

May 16, 2018

Description:

This timeless video (from 2008) explains why you may need to use a revocable living trust in your estate planning.  

Pre-Exit Planning Video 6-Assembling the Team

May 9, 2018

Description:

Please join Wayne M. Zell, Esq. for this 6th of nine videos of Episode 4: Planning the Exit, which focuses on assembling the M&A team. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October […]

Pre-Exit Planning Video 5-GRAT Example, Timing of planning

May 2, 2018

Description:

Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses on timing of the transaction.. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Pre-Exit Planning Video 4-Earn-outs and Contingent Purchase Price Adjustments

Apr 26, 2018

Description:

Please join Wayne M. Zell, Esq. for this 4th of nine videos of Episode 4: Planning the Exit, which focuses on the use of earn-outs, contingent purchase price adjustments and other creative ways of structuring acquisitions and pre-sale transactions. This is part of the fourth of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees

Apr 19, 2018

Description:

Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to employee stock ownership plans and the impact of the sale on your employees. This is part of the fourth of six Business Success(ion) Planning […]

Pre-Exit Planning Video 2-Family-owned business issues, Management Buy-outs

Apr 12, 2018

Description:

Please join Wayne M. Zell, Esq. for this 2nd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to family-owned and closely held businesses, who might be the potential buyers of your business and management buy-outs. This is part of the fourth of […]

Pre-Exit Planning Video 1-The Team and the End Game

Apr 5, 2018

Description:

Please join Wayne M. Zell, Esq. for this 1st of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and assembling the “dream” team to help prepare for and negotiate an exit transaction for your business. This is the first part of the fourth of six Business Success(ion) […]

Navigating Rough Waters Video 8-Non-compete Case studies

Mar 29, 2018

Description:

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating to non-compete agreements and other protections from errant employees. This is the final part of the third of six Business Success(ion) Planning Bootcamps for Professional […]

Navigating Rough Waters Video 7-Failure Mitigation Strategies and Protecting from Employee Theft

Mar 22, 2018

Description:

Please join Wayne M. Zell, Esq. for this 7th of eight videos of Episode 3: Navigating Rough Waters, which focuses on strategies to mitigate and minimize business failure, and ways of protecting business from employee theft and misappropriation of company secrets. This is part of the third of six Business Success(ion) Planning Bootcamps for Professional […]

Navigating Rough Waters Video 6-Phantom Stock, Stock Options and Other Alternatives

Mar 15, 2018

Description:

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 3: Navigating Rough Waters, which focuses on alternatives to having minority shareholders by using synthetic equity in the form of phantom stock or stock options. This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Navigating Rough Waters Video 5-Minority Shareholders

Mar 8, 2018

Description:

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 3: Navigating Rough Waters, which focuses on the perils and complications of having minority shareholders and a case study to illustrate. This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Navigating Rough Waters Video 4-Owner Disputes, Buy-sell Agreements

Mar 2, 2018

Description:

Please join Wayne M. Zell, Esq. for this 4th of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to handle and minimize the impact of owner disputes using case studies, and also focuses on the need for buy-sell agreements in succession planning. This is part of the third of six Business […]

Navigating Rough Waters Video 3-Building Processes for Management Succession

Feb 23, 2018

Description:

Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events and also focuses on management succession planning. It also discusses some of the more advanced estate planning techniques to use for high net worth and […]

Navigating Rough Waters Video 2-Death & Disability Case Study

Feb 16, 2018

Description:

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 3: Navigating Rough Waters, which continues the discussion of case studies on planning for death or disability of a business owner. This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of […]

Navigating Rough Waters Video 1-Death and Disability Case Study 1

Feb 9, 2018

Description:

Please join Wayne M. Zell, Esq. for this 1st of eight videos of Episode 3: Navigating Rough Waters, which focuses on how to plan for death or disability of a business owner and adds a case study to illustrate. This is part of the third of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Growing and Soaring Video 8-Compensation and Managing Growth

Feb 2, 2018

Description:

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 2: Growing and Soaring, which continues the discussion on compensation and focuses on how to manage growth. This is the final part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman […]

Tax Act Changes Affecting Real Estate

Feb 1, 2018

Description:

By now, you have been bombarded with summaries and articles on the 507-page tax bill, formerly known as the “Tax Cuts and Jobs Act” of 2017, and signed into law by President Trump on Dec. 22, 2017 (the Act). Of all the massive changes included in the Act, those affecting real estate owners, investors and […]

Growing and Soaring Video 7-Compensation and Incentives

Jan 26, 2018

Description:

Please join Wayne M. Zell, Esq. for this seventh of eight videos of Episode 2: Growing and Soaring, which focuses on compensating employees with cash and real and synthetic equity. This is part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. […]

Growing and Soaring Video 6-Keeping the Business Fueled

Jan 19, 2018

Description:

Please join Wayne M. Zell, Esq. for this sixth of eight videos of Episode 2: Growing and Soaring, which focuses on funding sources and funding types for business. This is part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March […]

Growing and Soaring Video 5-More on Appraisals and Valuation

Jan 12, 2018

Description:

Please join Wayne M. Zell, Esq. for this fifth of eight videos of Episode 2: Growing and Soaring, which continues the discussion of business valuation and appraisals. This is part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 […]

Growing and Soaring Video 4-Appraisers and Appraisals

Jan 5, 2018

Description:

Please join Wayne M. Zell, Esq. for this fourth of eight videos of Episode 2: Growing and Soaring, which focuses on business valuation and selection and use of appraisals and appraisers. This is part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]

Growing and Soaring Video 3-Rocket ship v. Lifestyle businesses

Dec 29, 2017

Description:

Please join Wayne M. Zell, Esq. for this third of eight videos of Episode 2: Growing and Soaring, which focuses on the difference between rocket ships and lifestyle businesses, and begins a discussion of how to value a business. This is part of the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Tax Bill-Estate and Gift Tax Changes

Dec 29, 2017

Description:

Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no other significant changes made to the estate and gift tax rules. As a result, many affluent families will continue to engage in ongoing estate tax planning activities, […]

Tax Bill – More Observations on Individual Changes

Dec 28, 2017

Description:

In the few days remaining to manipulate your 2017 income tax liability, keep in mind the following additional points raised in the tax bill that was just signed by the President (please review my blogs over the past five days to refresh your memory on the other changes): All miscellaneous itemized deductions subject to the […]

Tax Bill – More on the New 20% Pass-Through Deduction

Dec 27, 2017

Description:

As I noted in a prior blog post, the new tax bill (TCJA) creates new Code Section 199A that provides for a 20% deduction for the non-wage portion of pass-through income. NOTE: The deduction is limited to 50% of an entity’s W-2 wages for married joint filers with income over $315,000 and single filers with income over $157,500. This deduction […]

Tax Bill – More Individual Planning

Dec 25, 2017

Description:

The tax bill (TCJA) repeals the deduction for personal exemptions. It increases the standard deductions for single filers to $12,000 and for married joint filers to $24,000. These changes sunset after 2025 (i.e., personal exemptions would be restored).  The deductions for state and local income, sales and property taxes (SALT) are capped at $10,000 in total. The deduction for mortgage […]

Tax Bill-Individual Rates and Planning

Dec 24, 2017

Description:

The current seven individual tax rate brackets are modified under the new Tax Bill to be 10%, 12%, 22%, 24%, 32%, 35%, and 37% effective January 1, 2018. This provision is set to “sunset” after 2025. The top 37% rate applies to single filers with over $500,000 of taxable income and married joint filers with over $600,000 of […]

Growing and Soaring Video 2-Getting to the Next Level

Dec 22, 2017

Description:

Please join Wayne M. Zell, Esq. for this second of eight videos of Episode 2: Growing and Soaring, which focuses on the on strategies to get to the next level in business. This is the second of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. […]

Tax Bill Passes Senate; Great News for Real Estate Developers

Dec 21, 2017

Description:

By a slim margin of 51-48, the Senate passed the tax reform bill on December 19th. Included among the provisions is a hidden benefit for real estate developers. The bill contains a 20% deduction for qualified business income (QBI) from pass-through entities under new Code §199A. QBI generally is defined as all domestic business income […]

House is Not Done Yet…

Dec 20, 2017

Description:

As the Senate considers approval of the tax reform bill, the House must reconsider (and re-vote on) the bill tomorrow, because at least two provisions in the House Bill (one dealing with the ability to apply 529 plan savings to home schooling and the other granting an exemption to certain small colleges and universities from […]

House Passes Tax Bill!

Dec 20, 2017

Description:

The U.S. House of Representatives on Tuesday approved a nearly $1.5 trillion bill that would deliver deep and permanent tax cuts for corporations and lower rates for most American households until 2025. The Senate is expected to pass the bill this evening. More to come!

Launching Your Business Video 4 – Choice of Entity

Nov 23, 2017

Description:

Please join Wayne M. Zell, Esq. for this fourth and final video segment of Episode 1: Launching the Business, which focuses on considerations in choosing the right form of entity for your business. This is the first of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted at the offices of Odin, Feldman & Pittleman, […]

Senate Finance Committee Passes Tax Reform

Nov 18, 2017

Description:

On November 16, the Senate Finance Committee approved its version of tax reform. While more changes to the Senate version are expected, there are several key differences between the Finance Committee’s tax bill and the House’s. here are some highlights: One major difference is that the Finance Committee offers a 17.4% deduction for the non-wage […]

House Passes H.R. 1 – Tax Reform Bill

Nov 17, 2017

Description:

The House of Representatives today passed its tax bill (H.R. 1) by a 227-203 vote. The bill sets a permanent 20 percent corporate tax rate, doubles the estate and generation skipping tax exemption (leading to repeal in 6 years), institutes a new system for calculating taxation of pass-through income, eliminates the AMT and most itemized deductions, […]

Launching Your Business Video 3 – Infrastructure and Professional Team Building

Nov 17, 2017

Description:

Please join Wayne M. Zell, Esq. for this third video segment of Episode 1: Launching the Business, which focuses on building the proper infrastructure and choosing your professional team to assist you in starting a new business and building a more successful one. This is the first of six Business Success(ion) Planning Bootcamps for Professional […]

Launching Your Business Video – SWOT Analysis and Valuation Issues

Nov 10, 2017

Description:

Please join Wayne M. Zell, Esq. for this second video segment of Episode 1: Launching the Business, which focuses on SWOT analysis (strengths, weaknesses, opportunities and threats) and valuation strategies in starting a new business and building a more successful one. This is the first of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Launching Your Business Video-Mission, Vision, Goals, Objectives, Strategy and Tactics

Nov 1, 2017

Description:

Please join Wayne M. Zell, Esq. for this first video segment of Episode 1: Launching the Business, which focuses on developing the mission statement, vision, goals, objectives, strategy and tactics in starting a new business and building a more successful one. This is the first of six Business Success(ion) Planning Bootcamps for Professional Advisors conducted […]

Business Success(ion) Planning Videos Now Available!

Nov 1, 2017

Description:

Over the next several weeks and months, we will be posting videos from the Business Success(ion) Planning Bootcamp for Advisors, led by Wayne M. Zell, Esq., to enhance the business planning understanding and toolbox of professionals and clients alike. The Bootcamp took place from March through October 2017 and covered the primary topics in Wayne’s […]

Corporate Tax Rate Cut Discussions Continue

Oct 31, 2017

Description:

As reported by BNA, House Ways and Means members are discussing a gradual phase-in for the corporate tax-rate cut that President Donald Trump and Republican leaders want — decreased down to 20 percent by 2022. The phase-in plan has been considered, but may not yet be final, as deliberations continue before Wednesday’s deadline. Slashing the rate to […]

Estate/Gift Exemption and Exclusion Rise in 2018

Oct 24, 2017

Description:

The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual effective January 1, 2018. Also, the annual gift tax and GST tax annual gift exclusion will increase to $15,000 on January 1, 2018.

Niche Estate Planning for Digital Assets, pt. 5/5

Oct 13, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with special emphasis on planning for digital assets. (Recorded on 10/19/16)

Treasury Withdraws Valuation Discount Regs!

Oct 7, 2017

Description:

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to use valuation discounts in transferring closely held business interests to family members and trusts for their benefit. As stated in the Treasury notice, the goal […]

Niche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5

Oct 6, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 4 of 5. This video focuses on niche-based strategies, including continued discussion of special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)

Will the State/Local Income Tax Deduction Disappear?

Sep 30, 2017

Description:

Probably not. The Wall Street Journal reported today that Republicans are back-peddling on their proposed repeal of the state and local income tax deduction as part of tax reform, primarily because of push-back from lawmakers (D’s and R’s alike) in high income tax states, like New York, California, New Jersey, Maryland and DC. If the […]

Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5

Sep 29, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including discussion of retirement trusts, special needs trusts and gun trusts (a/k/a NFA trusts). (Recorded on 10/19/16)

Link to Tax Reform Framework

Sep 28, 2017

Description:

Following up on my earlier post, here is a link to the Tax Reform Framework.

Tax Reform Outline Released

Sep 28, 2017

Description:

The Republican-sponsored tax reform proposal released on Wednesday is being touted as the most radical change to the nation’s tax code in decades.  According to the 9-page outline of the “Unified Framework for Fixing Our Broken Tax Code,” these proposed changes include: Doubling the standard deduction for individuals to $24K for married filing jointly, 12K […]

Tax Reform Details Dribble Out…

Sep 27, 2017

Description:

Some of the expected tax provisions include: Apparently, negotiators are pursuing a corporate rate of 20 percent, despite President Trump’s preference for a 15 percent rate. The plan also sets a slightly higher rate of 25 percent for “pass through” businesses. The administration is also pushing for a top individual rate of 35 percent — […]

Niche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5

Sep 22, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including discussion of IRA and retirement trusts and special needs trusts. (Recorded on 10/19/16)

Niche Estate Planning Strategies, Overview, pt. 1/5

Sep 15, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an overview of pet trusts, retirement trusts, special needs trusts, gun trusts and planning for digital assets. (Recorded on 10/19/16)

Attend “Anatomy of a Merger/Acquisition” on September 20th

Sep 14, 2017

Description:

Wayne Zell will be hosting his 5th Breakfast Briefing of 2017, entitled “Anatomy of a Merger/Acquisition” at the offices of Odin, Feldman & Pittleman, P.C. from 7:30-9am on September 20th. If you are interested in attending, please click here to register.

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Sep 8, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques. (Recorded on 9/14/2016)

Advanced Estate Planning, Case Study and Valuation Regulations, pt. 7/8

Sep 1, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax planning strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016)  

Advanced Estate Planning Techniques, Case Study, pt. 6/8

Aug 25, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning strategies using a comprehensive case study and includes a discussion of the proposed valuation regulations. (Recorded on 9/14/2016)

Advanced Estate Planning Techniques, pt. 5/8

Aug 18, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning strategies, including irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), and family limited liability companies (FLLCs).

Advanced Estate Planning, Asset Protection Planning, pt. 4/8

Aug 11, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 4 of 8. This video continues discussion of asset protection planning, focusing on trusts, spousal planning and planning for descendants.

Advanced Estate Planning, Asset Protection Planning, pt. 3/8

Aug 4, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 3 of 8. This video continues discussion of asset protection planning, focusing on exemptions, insurance and business entity protection.

Advanced Estate Planning, Asset Protection, pt. 2/8

Jul 28, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 2 of 8. This video continues discussion of asset protection planning, including exemptions from bankruptcy and creditor claims.

Advanced Estate Planning Essentials-Asset Protection Planning

Jul 21, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 1 of 8. This video focuses on asset protection planning, who needs it, and when it is too late to do asset protection planning.  

Estate Planning for Business Owners, Q&A session, pt. 7/7

Jul 14, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and answer session.

Estate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7

Jul 7, 2017

Description:

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of grantor retained annuity trusts (GRATs) and irrevocable life insurance trusts (ILITs) in estate planning for business owners. The video also discusses how to equalize estates […]