Category: Estate Planning

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,…

Read More

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…

Read More

Tax Provisions Scheduled to Expire-Take Action Now!

For the rest of 2012, every American can transfer up to $5.12 million free of federal gift, estate and generation-skipping transfer tax—and estate planners are doing everything they can to…

Read More

Join Wayne Zell & Marc Wishkoff from Chevy Chase Trust this Saturday on Blueprint for Wealth

Please join Wayne Zell and Marc Wishkoff, Managing Director, Chevy Chase Trust, at 10am, Saturday, September 22nd, for his interview on Blueprint for Wealth, on 1500AM (820AM).  Marc Wishkoff will…

Read More

Wayne Zell Interviews Sarah Cato from First Financial Group on Blueprint for Wealth!

Please join Wayne Zell and Sarah Cato, Director, Business Strategies Group, First Financial Group, at 10am, Saturday, August 11th, for her interview on Blueprint for Wealth, on 1500AM (820AM).  Sarah…

Read More

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…

Read More

Please join Wayne Zell and Peter Suyama, of Ameriprise Financial Services, Inc., at 10am, Saturday, June 30th, on Blueprint for Wealth, on 1500AM (820AM).  Peter Suyama will talk about the business and personal financial services he…

Read More

Rick Lesan of Frontier Advisors and Building Relationship Capital this Saturday on Blueprint for Wealth!

Please join Wayne Zell and Rick Lesan, Founder, Chief Executive Officer and Chief Investment Officer of Frontier Advisors, at 10am, Saturday, June 9th, on Blueprint for Wealth, on 1500AM (820AM).  Rick Lesan will discuss what investors need…

Read More

Mike Baker, Vice President at Morgan Stanley Smith Barney and the Largest Tax Increase in United States History this Saturday on Blueprint for Wealth!

Please join Wayne Zell and Mike Baker, Vice President, Morgan Stanley Smith Barney, at 10am, Saturday, May 19th, on Blueprint for Wealth, on 1500AM (820AM).  Mike Baker will discuss his background and the tools he uses to…

Read More

John Aggrey of BizGravity and Incentive Trusts this Saturday on Blueprint for Wealth!

Please join Wayne Zell and John Aggrey, Managing Partner of BizGravity, at 10am, Saturday, April 21st, on Blueprint for Wealth, on 1500AM (820AM).  John Aggrey will discuss BizGravity, an online auction marketplace where business professionals can bid, buy and…

Read More