How to Avoid Estate Planning Mistakes, part 4 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 4 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreEstate Planning Bootcamp-Session 5 on 9/14/2016
On Wednesday, September 14 Odin, Feldman & Pittleman, P.C. will host its fifth session of the 2016 Breakfast Briefings for Building Wealth for Advisors (financial planners, financial advisors, accountants, insurance agents and bankers).…
Read MoreEstate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016
On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will…
Read MoreHow to Avoid Estate Planning Mistakes, part 3 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 2 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 1 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 6
This is the 6th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 5
This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 4
This is the 4th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreEstate Planning Bootcamp for Financial Advisors, Session 1, Part 3
This is the 3rd of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
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