Blog – Page 21 – Blueprint for Wealth

Richard Orlando Discusses Family Wealth Planning pt. 1

Please listen to Wayne Zell interview Dr. Richard Orlando as he discusses family wealth planning and his new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January,…

James Gandolfini’s Will Provides Estate Planning Lessons

Wayne M. Zell, Esq. discusses the last will and testament of the late actor, James Gandolfini, and the estate planning lessons we can learn from the former Sopranos boss. /wp-content/uploads/2014/04/BFW040114Gandolfinis-Will.mp3Podcast:…

Estate, Gift and GST Tax Proposals

In his recently released budget proposals, President Obama included may familiar challenges to advanced estate planning techniques as well as some new wrinkles designed to thwart creative planning for high…

Wayne Zell to Host Breakfast Briefing for Advisors

Wayne Zell will present a breakfast briefing to professional advisors at 7:45am on April 22, 2014 at the offices of Odin, Feldman and Pittleman, P.C., on recent estate and small…

Maryland to Increase Estate Tax Exemption

On March 20, the Maryland Senate voted to increase the lifetime estate tax exemption from $1 million per person gradually to match the federal exemption ($5.34 million in 2014). This…

Small Business Tax Proposals

Every year the President releases his proposed budget and every year the Treasury Department summarizes the tax provisions of the budget in its so-called “Green Book.” For fiscal 2015, President…

Creating a Business Plan – Part 1

Everyone needs a business plan. Whether you are a professional, salesman, administrator, or clerical worker, whether you are a products business, services business, nonprofit organization or individual, you have to…

Wayne Zell Interviews Karen Sorber on January 4th

Please tune-in to Power of Attorney Radio this Saturday, January 4, 2014 at 10am on 1500 AM (820AM) to listen to Wayne Zell interview Karen Sorber, Co-Founder of Micronic Technologies,…

Wayne M. Zell and David M. Zangrilli, Jr. Host Breakfast Briefing on January 14th

Wayne M. Zell and David M. Zangrilli, Jr. will host a breakfast briefing for financial advisors, CPA’s and financial planners on January 14, 2014 at 7:45 a.m. Odin, Feldman &…

Wayne Zell Interviewed Brian Wynne, CPA of Bond Beebe

Please listen to Wayne Zell interview Brian Wynne, CPA, of Bond Beebe in this podcast originally broadcast on Power of Attorney Radio on December 7th. Brian Discusses 2013 year-end tax…