Month: February 2013

Lawrence Hoffman from Raffa and the Net Investment Income Tax Provisions this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on March 2nd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Lawrence Hoffman, CPA/CFF, CVA, CFE…

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John Starling from The Business Exit Forum and Roth Conversion Options this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 23rd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be John Starling from The Business…

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Sequestration – What is it and Who is Affected?

With the specter of spending cuts looming imminently, many of my clients have been inquiring as to the origins and effects of this mysterious phenomenon known as "sequestration". You also…

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David Greene of Bernstein Global Wealth Management & Details on the American Taxpayer Relief Act of 2012 this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 16th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be David Greene, Vice President, Bernstein…

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The New 3.8% Medicare Surtax – How Does it Affect Business Owners?

In 2010, the Health Care and Education Reconciliation Act included a stealth tax increase that did not take effect until January 1st of this year.  Known as the 3.8% Medicare…

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David Greene of Bernstein Global Wealth Management & Details on the American Taxpayer Relief Act of 2012 this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 9th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be David Greene, Vice President, Bernstein…

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Al Behar of Wilmington Trust and Important Estate Planning Issues this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Al Behar, Vice President and…

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