Welcome to Blueprint for Wealth! Hi. I’m Wayne Zell, and I will help you with tax, estate planning and business planning matters.  I believe in having an impact and adding value to your lives.

When I work with you, I:

–  Help you clear the chaos and confusion and find a clear solution or path out,

–  Connect to you and connect you to others who can help you,

–  Educate you on complex topics to the best of my ability,

–  Get excited by helping you realize your personal dreams of wealth and freedom!

If you’d like me to help you make a positive impact on your world, please call me at 703-218-2177 or email me at wayne.zell@ofplaw.com.  See Disclaimer.

Thank you for visiting and please enjoy the site!
Wayne Zell
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  • Niche Estate Planning for Digital Assets, pt. 5/5 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) https://youtu.be/5qe1ety4Zb0 Read more
  • Treasury Withdraws Valuation Discount Regs! 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 of the proposed regulations was to counteract changes in state statutes and case law developments that have eroded Section 2704’s applicability and facilitated the use of family-controlled entities to generate “artificial” valuation discounts, such as for lack of control and marketability, and thereby depress the value of property ... Read more
  • Niche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5 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) https://youtu.be/qP4OmK3VWCI Read more
  • Will the State/Local Income Tax Deduction Disappear? 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 deduction is not repealed, the price tag of Republican tax reform will increase by $1 trillion over 10 years.  More when there’s more. Read more
  • Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5 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) https://youtu.be/cxfixt1GtIE Read more
  • Link to Tax Reform Framework Following up on my earlier post, here is a link to the Tax Reform Framework. Read more
  • Tax Reform Outline Released 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 for single filers, and eliminating personal exemptions. Consolidating the 7 individual tax brackets into three: 12%, 25% and 35%, with the possibility of a higher top rate and measuring inflation adjustments “more accurately”. Increasing child care tax credits. Repealing the alternative minimum tax (AMT). Unstated “enhancements” to encourage savings for ... Read more
  • Tax Reform Details Dribble Out… 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 — the same number it proposed in a one-page outline of principles in April. But there is not yet agreement among the negotiators over what the effective rate for the “wealthiest” households should be. More tomorrow, when the plan is expected to be released! Read more
  • Niche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5 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) https://youtu.be/BtzNNtpY0Mo Read more
  • Niche Estate Planning Strategies, Overview, pt. 1/5 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) https://youtu.be/7S7fhjlHvV8 Read more