Category: Estate and Gift Tax

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…

Read More

CBS This Morning IRS Hacking Piece

In case you missed it, Wayne Zell appeared on CBS This Morning to discuss his experience as a victim of identity theft resulting from the recent hack on the IRS database.…

Read More

Wayne Zell Included in Best Lawyers in America

Wayne M. Zell, Esq. was  recently selected by his peers for inclusion in The Best Lawyers in America 2016 in the field of Tax Law.  Mr. Zell has been listed in Best Lawyers…

Read More

Will Donor Advised Funds be Limited in Future?

In late February 2014, Representative Dave Camp (R-Mich.) proposed tax reform legislation including a requirement that all donations to a Donor Advised Fund be paid out within five years of their…

Read More

Will the Estate Tax be Repealed?

One law professor says that Estate Tax repeal is not possible until after the 2016 elections.  I agree.

Read More

Favorable D.C. Estate Tax Changes!

Please listen to this podcast outlining the latest favorable D.C. estate tax law changes!  If you need more info, please email me at wayne.zell@ofplaw.com. http://www.blueprintforwealth.org/wp-content/uploads/2015/03/DC-Estate-Tax-Changes-3.19.2015.mp3Podcast: Play in new window |…

Read More

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…

Read More

Maryland to Increase Estate Tax Exemption

On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014).  This…

Read More

Listen to Jack Fitzgerald Discuss the Estate Tax

Wayne M. Zell interviews Jack Fitzgerald on his innovative plan to reform the estate tax system. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/09/Jack-Fitzgerald-Interview-9.14.2013.mp3Podcast: Play in new window | Download | Embed

Read More

2d Quarter 2013 Tax Developments

Listen to Wayne Zell discuss tax developments in the second quarter of 2013. http://23.235.213.168/~bluepr23/wp-content/uploads/2013/07/2d-Q-2013-Tax-Developments.mp3Podcast: Play in new window | Download | Embed

Read More