Monthly Archives: October 2012

Tax Provisions Scheduled to Expire-Take Action Now!

For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to motivate their clients to take advantage of this unprecedented opportunity.

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Andy Smith from the McLean Group, LLC and Flat Tax on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on October 13, for Blueprint for Wealth on 1500 AM and 820AM.  Wayne's special guest this week will be Andy Smith of the McLean Group, LLC., who will discuss business valuation.  In the first segment of the show, Wayne will discuss the proposals… Continue reading

The Top 10 Planning Rules for Managing Your Stock Options on Blueprint for Wealth!

Please join Wayne Zell and John Dedon this Saturday, at 10am on October 6th, for Blueprint for Wealth on 1500 AM and 820AM, for their interview with Wendy Ann Payne, who will discuss her holistic, customized approach to financial planning and wealth management solutions for clients in transition and the unique business model at… Continue reading