Category: Estate & Gift Tax Planning

Estate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016

On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will…

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Estate Planning Bootcamp for Financial Advisors, Session 1, Part 3

This is the 3rd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage.  This session focuses on understanding the counseling issues involved…

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Today’s Channel 8 Broadcast on Lotteries and LLCs

Here is a recording of the live broadcast on 1/13/2016 on Good Morning Washington! on News Channel 8 discussing the use of LLCs to hold lottery winnings (in case you missed it)! http://www.blueprintforwealth.org/wp-content/uploads/2016/01/94523951dd0f4eff1580f1d9b6d5eda2.mp4

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New IRS Rules Expected Restricting Valuation Discounts

For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.  

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Will the Estate Tax be Repealed?

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

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You Have Been Named as Trustee for a Living Trust — Now What?

By Wayne M. Zell You have recently been named as trustee for the trust of a family member or for that of a close friend. What does this mean? What…

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Tax Reform in 2014, part 4 of 4

Please listen to the final part of the four-part presentation on April 22, 2014, on prospects for tax reform in 2014 by Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C.…

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Tax Reform in 2014, part 3 of 4

Please listen to the third part in the four-part presentation on prospects for tax reform in 2014, given by Wayne M. Zell, Esq. on April, 22, 2014. http://23.235.213.168/~bluepr23/wp-content/uploads/2014/04/Tax-Reform-4.22.14-part-3.mp3Podcast: Play in new window…

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Tax Reform in 2014, part 2 of 4

Here is the second segment in the four-part presentation by Wayne M. Zell, Esq. on tax reform prospects in 2014. http://23.235.213.168/~bluepr23/wp-content/uploads/2014/04/Tax-Reform-4.22.2014-part-2.mp3Podcast: Play in new window | Download | Embed

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Tax Reform in 2014, part 1 of 4

Please listen to Wayne Zell discuss prospects for tax reform in 2014 in this first part of a four part presentation.  This presentation was made in a Breakfast Briefing on April 22,…

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