Business Success(ion) Planning Videos Now Available!
Over the next several weeks and months, we will be posting videos from the Business Success(ion) Planning Bootcamp for Advisors, led by Wayne M. Zell, Esq., to enhance the business…
Read MoreEstate/Gift Exemption and Exclusion Rise in 2018
The IRS has announced that the applicable exclusion amount (i.e., lifetime estate tax and gift tax exemption) and the GST lifetime exclusion amount have increased to $5.6 million per individual…
Read MoreNiche Estate Planning for Digital Assets, pt. 5/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 5 of 5. This video focuses on niche-based strategies, with…
Read MoreTreasury 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…
Read MoreNiche Estate Planning, Special Needs Trusts and NFA Trusts, pt. 4/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 4 of 5. This video focuses on niche-based strategies, including…
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