April 2014 – Blueprint for Wealth

Wayne Zell and Ted Lauer Host “Controlled Exits Using ESOPs”

On April 29th, Wayne M. Zell, Esq. of of Odin, Feldman & Pittleman, P.C., and Ted Lauer of Access National Bank co-presented on “Controlled Exits Using ESOPs” to business owners…

Controlled Exits Using ESOPs, part 2

Please join Wayne M. Zell, Esq. of Odin, Feldman, & Pittleman, and Ted Lauer, Sr. V.P. at Access National Bank, for their ESOP presentation, originally presented on April 29, 2014. In this…

Controlled Exits Using ESOPs

Please join Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C., and Ted Lauer, of Access National Bank, as they discuss Controlled Exits Using ESOP’s. In part 1 of…

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.…

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. /wp-content/uploads/2014/04/Tax-Reform-4.22.14-part-3.mp3Podcast: Play in new window…

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. /wp-content/uploads/2014/04/Tax-Reform-4.22.2014-part-2.mp3Podcast: Play in new window | Download | Embed

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,…

Dr. Richard Orlando Discusses New “Legacy” Book

Please listen to part two of Wayne Zell‘s interview with Dr. Richard Orlando as he discusses his popular new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January, 2014, $27.95 hardcover,…

Richard Orlando Discusses Family Wealth Planning pt. 1

Please listen to Wayne Zell interview Dr. Richard Orlando as he discusses family wealth planning and his new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January,…

James Gandolfini’s Will Provides Estate Planning Lessons

Wayne M. Zell, Esq. discusses the last will and testament of the late actor, James Gandolfini, and the estate planning lessons we can learn from the former Sopranos boss. /wp-content/uploads/2014/04/BFW040114Gandolfinis-Will.mp3Podcast:…

Month: April 2014