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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  • Launching Your Business Video 4 – Choice of Entity 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, P.C. from March 2017 – October 2017. This segment was recorded on March 22, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018. Read more
  • Senate Finance Committee Passes Tax Reform 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 portion of pass-through business income (i.e., from partnerships and S corporations), which gets phased out as income levels exceed certain thresholds and provides a special exception for service income below $150,000 for joint filers ($75,000 for everyone else). You may recall that the House version would ... Read more
  • House Passes H.R. 1 – Tax Reform Bill 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, and condenses existing tax brackets, among myriad other changes. Passage is an important step toward what Republicans say is critical legislation. Next, the Senate Finance Committee will vote on its version of tax reform, which phases in the lower corporate rate and has various other ... Read more
  • Launching Your Business Video 3 – Infrastructure and Professional Team Building 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 Advisors conducted at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on March 22, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018. Read more
  • Launching Your Business Video – SWOT Analysis and Valuation Issues 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 at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on March 22, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018. Read more
  • Launching Your Business Video-Mission, Vision, Goals, Objectives, Strategy and Tactics 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 at the offices of Odin, Feldman & Pittleman, P.C. from March 2017 – October 2017. This segment was recorded on March 22, 2017. The sessions are being compiled into a book entitled “Business Success(ion) Planning“, which will be available in the Spring 2018.   Read more
  • Business Success(ion) Planning Videos Now Available! 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 new book on Business Success(ion) Planning (estimated release in March 2018), including: Episode 1: Launching the Business – How do you build and execute a proper business and succession plan? Episode 2: Growing and Soaring – How do you get to the next level in your business? Episode ... Read more
  • Corporate Tax Rate Cut Discussions Continue 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 20 percent for corporations is estimated to cost $1.6 trillion over a decade, according to estimates from the Tax Foundation, but it would be less costly if the cuts are phased-in. Under budget rules Republican leaders have said they plan to follow, if tax cuts ... Read more
  • Estate/Gift Exemption and Exclusion Rise in 2018 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. Read more
  • 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