June 2015 – Blueprint for Wealth

Same-Sex Marriages Have Same Rights as Opposite-Sex Marriages

On Friday, June 26, 2015, the Supreme Court ruled 5-4 that same-sex couples have the right to marry in all 50 states. The Court’s historic decision in Obergefell v. Hodges held…

Will Donor Advised Funds be Limited in Future?

In late February 2014, Representative Dave Camp (R-Mich.) proposed tax reform legislation including a requirement that all donations to a Donor Advised Fund be paid out within five years of their…

Tax-Exempt Status for First Church of Cannabis

Really? On the one hand, marijuana remains classified at a Schedule 1 Drug under the federal Controlled Substances Act. At the same time, the IRS has granted tax-exempt status to a…

Merger Activity Does not Mean the Economy is Booming

According to this New York Times article, the recent surge in M&A activity does not mean that the economy is doing great. Rather, it may indicate that trouble lies ahead for an overheated…

M&A Activity Surging

According to this recent KPMG survey, merger and acquisition activity is surging in the United States. Lots of liquidity and favorable financing terms are fueling the surge.

Roth IRA’s May or May not Work in Paying for College

Watch out for this trap for the unwary in using a Roth IRA to pay for college.

Wayne Zell Speaks on Asset Protection Planning

On Saturday, June 13, 2015, Wayne M. Zell spoke to a packed house at the Cassaday & Company annual Retirement Symposium on Protecting Your Assets from Creditors and Predators. Podcasts…

More on Phantom Stock Plans

Here is a brief summary of the trending topic of phantom stock plans.

Tips on Raising Money for your Business

Looking for capital for your new business? Check out this article on Forbes.

Will the Estate Tax be Repealed?

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

Month: June 2015