LLC’s

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 in the form of phantom stock or stock options. Continue reading

Navigating Rough Waters Video 5-Minority Shareholders

Please join Wayne M. Zell, Esq. for this 5th of eight videos of Episode 3: Navigating Rough Waters, which focuses on the perils and complications of having minority shareholders and a case study to illustrate. Continue reading

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 by President Trump on Dec. 22, 2017 (the Act). Of all the massive changes included in the Act, those affecting… Continue reading

Launching Your Business Video 4 – Choice of Entity

Please join Wayne M. Zell, Esq. for this fourth and final video segment of Episode 1: Launching the Business, which focuses on considerations in choosing the right form of entity for your business. Continue reading

Treasury Withdraws Valuation Discount Regs!

On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to use valuation discounts in transferring closely held business interests to family members and trusts for their benefit.

As stated in… Continue reading

Advanced Estate Planning Techniques, pt. 5/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning strategies, including irrevocable life insurance trusts (ILITs), qualified personal residence trusts (QPRTs), and family limited liability companies (FLLCs).

Advanced Estate Planning, Asset Protection Planning, pt. 3/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 3 of 8. This video continues discussion of asset protection planning, focusing on exemptions, insurance and business entity protection.

Another Summary of the Valuation Discount Proposed Regs.

Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities to family members or trusts for their benefit.  Please call us at 703-218-2177 or email us at… Continue reading

Estate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016

On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will significantly impact planning strategies, and you (and, for advisors, your clients) must take action by year end if you/they… Continue reading

Today’s Channel 8 Broadcast on Lotteries and LLCs

Here is a recording of the live broadcast on 1/13/2016 on Good Morning Washington! on News Channel 8 discussing the use of LLCs to hold lottery winnings (in case you missed it)!

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