Welcome to Blueprint for Wealth! I created this web site to help you and your friends, family and colleagues realize your personal dreams of wealth and freedom by providing you with educational content on legal developments in the areas of estate planning, tax planning and business planning. The site contains articles, videos and podcasts of interest in each of these areas. If you need legal advice or legal assistance, please call me at 703-218-2177 or email me at firstname.lastname@example.org. See Disclaimer.
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- Reasons to and not to have an ESOP For an excellent summary of the reasons to have or not have an ESOP for your company as a business succession planning tool, please check out the following article from NCEO: http://www.nceo.org/articles/reasons-esop. Read more
- Chris Helmrath of SC&H Capital Group Discusses Healthcare Industry Please join Wayne M. Zell, Esq., for his interview of Christopher Helmrath, of SC&H Capital Group, and listen to Chris’ insights into the current status of our healthcare industry. Read more
- Chris Helmrath Discusses SC&H Capital Group Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group. Chris discusses the firm and the unique investment banking services provided by his group. Read more
- Inherited IRA’s Not as Protected as Other Retirement Benefits Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are available to satisfy creditors’ claims in the bankruptcy context. See Clark, et ux v. Rameker, 573 U.S. __, (2014). The Court reached its conclusion based on three factors that differentiate an inherited IRA from a participant-owned IRA: 1. The beneficiary of an inherited IRA cannot make additional contributions to the account, while an ... Read more
- Yuval Bar-Or Explains the Pillars of Wealth Please join Wayne M. Zell, Esq., for his podcast interview of Dr. Yuval Bar-Or, who discusses his new book, Pillars of Wealth. The book focuses on providing high quality, nuanced education medical practitioners can use to make better financial and business decisions for themselves, their families, and their medical practices. Read more
- John “Buck” Chapoton Discusses Brown Advisory Values Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part two of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury in the Reagan Administration and Senior Advisor with Brown Advisory. In this segment, Mr. Chapoton discusses the rapid growth and success of Brown Advisory. Read more
- John “Buck” Chapoton Discusses Tax Reform with Wayne Zell Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part one of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury in the Reagan Administration and Senior Advisor with Brown Advisory. In this segment, Mr. Chapoton provides insight and commentary on tax reform in the United States – past, present and future. Read more
- Part 2 of Private Equity Investing with Randy Domolky Please join Wayne M. Zell, Esq. as he interviews Randy Domolky, founder and principal of Liquid Capital Group in part two of this two-part interview. Randy discusses the characteristics of successful private equity investors and the criteria he seeks in potential early stage investments. Read more
- Randy Domolky Discusses Private Equity Investment, part 1 Please join Wayne M. Zell, Esq. as he interviews Randy Domolky, founder and principal of Liquid Capital Group in part one of this two-part interview. Randy discusses the characteristics of successful private equity investors and the criteria he seeks in potential early stage investments. Read more
- Virginia Returns to Paper Filings for Changes To all my clients and friends with Virginia corporations and corporations qualified to do business in Virginia, the Virginia State Corporation Commission will no longer accept through SCC eFile any corporate annual report that contains any change to director or officer information. As of July 1, 2014, an annual report that contains any director or officer change must be submitted on a paper annual report form that has been furnished by the Commission. An annual report that does not contain any director or officer change may be submitted online through SCC eFile. Otherwise, annual reports can still be filed ... Read more