Category: Tax Planning

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…

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Advanced Estate Planning, Case Study and Valuation Regulations, pt. 7/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax…

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Advanced Estate Planning Techniques, pt. 5/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax planning…

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Estate Planning for Business Owners, Q&A session, pt. 7/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…

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Health Care Reform Dropped; Congress Turns to Tax Reform

House Republican leadership abruptly pulled the health care bill and will now turn to tax reform.  Not repealing the Affordable Care Act creates a major problem for tax reform efforts, because…

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Legislation Introduced to Prevent Enactment of Valuation Rules

Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…

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Another Summary of Trump and Republican Tax Proposals

Now that the election is over, tax reform is high on the agenda of the President-Elect and the Republican controlled Congress. For an excellent summary of the Trump and Republican…

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10 Differences Between Clinton and Trump Tax Plans

Here is a summary of the top 10 differences between the Clinton and Trump tax proposals as outlined in their various position papers and on their web sites: Individual Tax…

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Are You a Victim of Identity Theft? I am.

I recently learned from the IRS (via computer generated Form 5071C sent by “snail” mail) that I am the victim of identity theft.  I guess I was one of the 464,000 individuals whose…

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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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