Category: LLC’s

Using an LLC or Trust to Receive Lottery Winnings

Today, the hottest financial topic (aside from the collapse of Chinese markets) is who will win the PowerBall drawing (latest estimates are at $1.4 billion) and what will they do…

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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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Blueprint for Wealth Morphs into Power of Attorney Radio!

Join Jonathan Frieden this Saturday, April 6, 2012 at 10am on 1500AM/820AM, as he hosts Power of Attorney, a 1/2 hour educational program focusing on legal developments that affect businesses and individuals.  Jon…

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The New 3.8% Medicare Surtax – How Does it Affect Business Owners?

In 2010, the Health Care and Education Reconciliation Act included a stealth tax increase that did not take effect until January 1st of this year.  Known as the 3.8% Medicare…

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Marissa Levin CEO of Information Experts and Successful Culture and Limited Liability Companies Discussed this Saturday on Blueprint for Wealth!

Please join Wayne Zell and Marissa Levin, CEO of Information Experts and CEO of Successful Culture, at 10am, Saturday, July 7th, on Blueprint for Wealth, on 1500AM (820AM).  Marissa Levin will discuss her new book “Built…

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SEC Changes Accredited Investor Rules

Many of you may have companies that want to issue securities to investors in transactions that qualify for exemption from registration requirements under the securities laws.  An important consideration is…

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