Category: Business Planning

Heather Rosen, President of FranNet Virginia & Choosing the Right Entity this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on March 16th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Heather Rosen, President, FranNet of…

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Tax Reform – The Next Big Thing

Now that sequestration is a reality, Congress and the President already are moving on to the next big thing. Tax reform appears to be capturing the interest of the Congressional…

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John Starling from The Business Exit Forum and Roth Conversion Options this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 23rd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be John Starling from The Business…

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Sequestration – What is it and Who is Affected?

With the specter of spending cuts looming imminently, many of my clients have been inquiring as to the origins and effects of this mysterious phenomenon known as "sequestration". You also…

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Kim Walsh-Phillips of IO Creative Group & the 2012 Tax Relief Act this Saturday on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on January 19th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Kim Walsh-Phillips an award-winning speaker,…

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Kim Natovitz, President & Founder of the Natovitz Group this Saturday on Blueprint for Weatlh!

Please join Wayne Zell and Kim Natovitz, President and Founder of the Natovitz Group, at 10am, Saturday, January 5th, on Blueprint for Wealth, on 1500AM (820AM).  Kim Natovitz will discuss her experience in advising clients and financial…

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House and Senate Pass Fiscal Cliff Relief!

Early on January 1st, 2013, the Senate, by a vote of 89-8, passed H.R.8, the "American Taxpayer Relief Act" (the Act). The House passed the same bill late last night…

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Emily Richards of Sade Clarity and Private Equity Funds on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on December 29th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Emily Richards, Founder &…

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Mark Pollak of Ameriprise Financial Services and Private Equity this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on December 22nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Mark Pollak, Certified Financial…

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Brent Lorenz, Vice President of The McLean Group & the Bowles Simpson Proposal on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on December 1st, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Brent Lorenz, Vice President of…

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