Category: Wealth Preservation

David Greene of Bernstein Global Wealth Management & Details on the American Taxpayer Relief Act of 2012 this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 9th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be David Greene, Vice President, Bernstein…

Read More

Al Behar of Wilmington Trust and Important Estate Planning Issues this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Al Behar, Vice President and…

Read More

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

Ben Shaw of MTN Government Services & the 2012 Tax Relief Act this Saturday on Blueprint for Wealth!

Please join Wayne Zell this Saturday, at 10am on January 12th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Ben Shaw of MTN Government…

Read More

Kim Natovitz, President & Founder of the Natovitz Group this Saturday on Blueprint for Weatlh!

Please join Wayne Zell and Kim Natovitz, President and Founder of the Natovitz Group, at 10am, Saturday, January 5th, on Blueprint for Wealth, on 1500AM (820AM).  Kim Natovitz will discuss her experience in advising clients and financial…

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

Katharine Giacalone, President of KGWorks & Expatriation this Saturday on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on December 8th, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be Katharine Giacalone, President of KGWorks,…

Read More

John Allen, CEO of Bluestone Capital Partners & 2012 Tax Planning Strategies on Blueprint for Wealth

Please join Wayne Zell this Saturday, at 10am on November 24, for Blueprint for Wealth on 1500AM and 820AM.  Wayne's special guest this week will be John Allen of Bluestone Capital…

Read More

Election Results Are In, Future is Uncertain

Now that the 2012 elections have been decided, we have to deal with the reality of the rapidly-approaching fiscal cliff.  To summarize the bidding, we have President Obama for four…

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