Blog – Page 16 – Blueprint for Wealth

Asset Protection Planning-Part 4-Business entities, trusts and case studies

Please listen to Part 4 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This final segment focuses on business entity planning, trusts and…

New IRS Rules Expected Restricting Valuation Discounts

For a recent, relevant summary of the anticipated IRS regulations restricting the ability to use valuation discounts, please see this August 7th New York Times article.

Asset Protection Planning-Part 3-Insurance and Exemptions

Please listen to Part 3 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment emphasizes the importance of insurance in your asset…

Asset Protection Planning-Part 2-When is it too late?

Please listen to Part 2 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment focuses on when a transfer by a debtor may…

Asset Protection Planning-Part 1-Overview

Please listen to Part 1 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators. This segment provides and overview on who needs asset protection planning and…

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.