September 2017 – Blueprint for Wealth

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…

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…

Link to Tax Reform Framework

Following up on my earlier post, here is a link to the Tax Reform Framework.

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…

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…

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…

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…

Attend “Anatomy of a Merger/Acquisition” on September 20th

Wayne Zell will be hosting his 5th Breakfast Briefing of 2017, entitled “Anatomy of a Merger/Acquisition” at the offices of Odin, Feldman & Pittleman, P.C. from 7:30-9am on September 20th.…

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…

Month: September 2017