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SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…

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Anatomy of an Acquisition Video 5-Data Gathering and Due Diligence

Please join Wayne M. Zell, Esq. for this 5th of ten videos of Episode 5: Anatomy of an Acquisition, which focuses on the data gathering and due diligence process in…

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Pre-Exit Planning Video 7-Exit Strategies

Please join Wayne M. Zell, Esq. for this 7th of nine videos of Episode 4: Planning the Exit, which focuses on various exit strategies available to business owners. (more…)

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Pre-Exit Planning Video 5-GRAT Example, Timing of planning

Please join Wayne M. Zell, Esq. for this 5th of nine videos of Episode 4: Planning the Exit, which has an example of pre-transaction planning using a GRAT, and focuses…

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Pre-Exit Planning Video 4-Earn-outs and Contingent Purchase Price Adjustments

Please join Wayne M. Zell, Esq. for this 4th of nine videos of Episode 4: Planning the Exit, which focuses on the use of earn-outs, contingent purchase price adjustments and…

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Navigating Rough Waters Video 8-Non-compete Case studies

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 3: Navigating Rough Waters, which focuses on case studies to illustrate the benefits and issues relating…

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Navigating Rough Waters Video 6-Phantom Stock, Stock Options and Other Alternatives

Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 3: Navigating Rough Waters, which focuses on alternatives to having minority shareholders by using synthetic equity…

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Navigating Rough Waters Video 2-Death & Disability Case Study

Please join Wayne M. Zell, Esq. for this 2nd of eight videos of Episode 3: Navigating Rough Waters, which continues the discussion of case studies on planning for death or…

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Growing and Soaring Video 8-Compensation and Managing Growth

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 2: Growing and Soaring, which continues the discussion on compensation and focuses on how to manage…

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Tax Act Changes Affecting Real Estate

By now, you have been bombarded with summaries and articles on the 507-page tax bill, formerly known as the “Tax Cuts and Jobs Act” of 2017, and signed into law…

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