Invitation to 3/22 Business Planning Seminar
Please join Wayne Zell on 3/22/17 where he will provide tools to help your clients launch their businesses successfully. For an invitation, please click here.
Read MoreLegislation 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…
Read MoreWill the Estate Tax be Repealed in 2017?
Sen. John Thune (R-SD) announced that he and other Republicans will push for repeal of the federal estate tax in 2017 as part of more comprehensive tax reform, in lieu…
Read MoreGood News for New Jersey Residents!
At least on the estate planning front, there is good news for New Jersey residents! The New Jersey estate tax exemption, currently the lowest in the nation at $675,000 per…
Read MoreIRA Legacy Trusts and Retirement Planning
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on the use of IRA Legacy Trusts and planning for leaving…
Read MoreComprehensive IRA and Retirement Planning
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors. This segment focuses on titling assets as tenants by entirety, leaving a legacy,…
Read MoreEstate Planning Bootcamp, Basic Estate Planning Reviewed
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, which first reviews the basics of estate planning. In this segment, Mr. Zell focuses…
Read MoreAnother Summary of the Valuation Discount Proposed Regs.
Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…
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