Blog – Page 19 – Blueprint for Wealth

Nancy Popovich Discusses The Wise Investor Group on Blueprint for Wealth

Please join Wayne M. Zell, Esq. for his interview of Nancy Popovich, Director of The Wise Investor Group, and her insight into the value investing approach taken by this popular wealth management firm. http://www.blueprintforwealth.org/wp-content/uploads/2014/09/Popovich-9.14.2014.mp3Podcast:…

Seven Trust-Based Asset Protections Strategies for Your Estate

By Wayne Zell Asset protection planning is a powerful way to provide additional value to your estate. In this blog you will learn about seven trust-based asset protection strategies and…

Reasons to and not to have an ESOP

For an excellent summary of the reasons to have or not have an ESOP for your company as a business succession planning tool, please check out the following article from…

Chris Helmrath of SC&H Capital Group Discusses Healthcare Industry

Please join Wayne M. Zell, Esq., for his interview of Christopher Helmrath, of SC&H Capital Group, and listen to Chris’ insights into the current status of our healthcare industry. /wp-content/uploads/2014/08/Helmrath-Healthcare-8.20.14.mp3Podcast:…

Chris Helmrath Discusses SC&H Capital Group

Please join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group. Chris discusses the firm and the unique investment banking services provided by his group. /wp-content/uploads/2014/08/Helmrath-SCH-8.20.14.mp3Podcast: Play…

Inherited IRA’s Not as Protected as Other Retirement Benefits

Adapted from the original article published in The Wealth Counselor on July 1, 2014 In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme…

Yuval Bar-Or Explains the Pillars of Wealth

Please join Wayne M. Zell, Esq., for his podcast interview of Dr. Yuval Bar-Or, who discusses his new book, Pillars of Wealth. The book focuses on providing high quality, nuanced education medical practitioners…

John “Buck” Chapoton Discusses Brown Advisory Values

Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part two of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury in the Reagan Administration and Senior Advisor with Brown…

John “Buck” Chapoton Discusses Tax Reform with Wayne Zell

Please join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part one of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury in the Reagan Administration and Senior Advisor with Brown…

Part 2 of Private Equity Investing with Randy Domolky

Please join Wayne M. Zell, Esq. as he interviews Randy Domolky, founder and principal of Liquid Capital Group in part two of this two-part interview. Randy discusses the characteristics of successful private equity…