Launching Your Business Video – SWOT Analysis and Valuation Issues
Please join Wayne M. Zell, Esq. for this second video segment of Episode 1: Launching the Business, which focuses on SWOT analysis (strengths, weaknesses, opportunities and threats) and valuation strategies…
Read MoreLaunching Your Business Video-Mission, Vision, Goals, Objectives, Strategy and Tactics
Please join Wayne M. Zell, Esq. for this first video segment of Episode 1: Launching the Business, which focuses on developing the mission statement, vision, goals, objectives, strategy and tactics…
Read MoreBusiness Success(ion) Planning Videos Now Available!
Over the next several weeks and months, we will be posting videos from the Business Success(ion) Planning Bootcamp for Advisors, led by Wayne M. Zell, Esq., to enhance the business…
Read MoreTreasury Withdraws Valuation Discount Regs!
On October 2nd, the Treasury Department announced that it is withdrawing the proposed regulations under Code Section 2704 (introduced in August 2016) that would have adversely affected taxpayers’ ability to…
Read MoreAdvanced Estate Planning Techniques, Case Study, pt. 6/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 6 of 8. This video focuses on various tax planning…
Read MoreEstate Planning for Business Owners, Q&A session, pt. 7/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…
Read MoreEstate Planning for Business Owners, GRATs, ILITs and Non-Business Assets, pt. 6/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 6 of 7. This video focuses on the use of…
Read MoreEstate Planning for Business Owners, Business Succession Planning Process, pt. 5/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 5 of 7. This video continues discussion of management succession…
Read MoreEstate Planning for Business Owners, Management Succession Planning, pt. 4/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 4 of 7. This video focuses on the creation of…
Read MoreEstate Planning for Business Owners, Buy-sell Agreements, pt. 3/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 3 of 7. This video continues discussion of buy-sell agreements.
Read More