tax planning – Blueprint for Wealth

Another Summary of Trump and Republican Tax Proposals

Now that the election is over, tax reform is high on the agenda of the President-Elect and the Republican controlled Congress. For an excellent summary of the Trump and Republican…

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…

Katharine Giacalone, President of KGWorks & Expatriation this Saturday on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on December 8th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Katharine Giacalone, President of KGWorks,…

John Allen, CEO of Bluestone Capital Partners & 2012 Tax Planning Strategies on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on November 24, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be John Allen of Bluestone Capital…

Wayne Zell Interviews Eddie Fam of IMPACT Marketing & Events on Blueprint for Wealth!

Please join Wayne Zell and Eddie Fam, Principal at IMPACT Marketing & Events, at 10am, Saturday, August 4th, for his interview on Blueprint for Wealth, on 1500AM (820AM). Eddie Fam…

Advantages and Disadvantages of S Corps and LLC’s

This video focuses on the advantages and disadvantages of using an S corporation versus a limited liability company.

Business Succession Planning

According to a recent national survey, 25-33 percent of family business shareholders who are nearing retirement haven’t completed any estate or succession planning other than writing a will. Some experts…

Family Limited Partnerships and Limited Liability Companies

The family limited partnership (LP) or limited liability company (LLC) is a gifting and asset protection vehicle that can enable someone to make gifts of units (or interests) to children…

Irrevocable Non-Grantor Trusts

As an alternative to a sale of an appreciated asset to an intentionally defective grantor trust (IDGT) or a self-cancelling installment note, you could sell an appreciated asset to children…

Intentionally Defective Grantor Trusts

Like a grantor retained annuity trust, an installment sale to a grantor trust may be an effective means for a individual to transfer part of the future income or appreciation from…

Tag: tax planning