Estate Planning for Business Owners, Buy-Sell Agreements, pt. 2/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 2 of 7. This video focuses on business succession planning…
Read MoreNext Business Success(ion) Planning Bootcamp: Planning for the Exit/Landing – June 21!
Please join Wayne Zell for the 4th Business Success(ion) Planning Bootcamp of 2017, Planning for the Exit/Landing, on June 21 at 7:30am at 1775 Wiehle Ave., S. 400, Reston, VA 20191.…
Read MoreEstate Planning for Business Owners, Beneficiary Planning, pt. 1/7
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 1 of 7. This video focuses on business succession planning…
Read MoreLegislation Introduced to Prevent Enactment of Valuation Rules
Sen. Marco Rubio (R-Fla.) and Rep. Warren Davidson (R-Ohio) reintroduced legislation to prevent the IRS from enacting its highly controversial estate valuation discount proposed regulations introduced in August 2016. The…
Read MoreAnother Summary of the Valuation Discount Proposed Regs.
Here is another excellent summary (from Bessemer Trust) of the new Section 2704 proposed regulations that severely limit the use of valuation discounts for transfers of interests in closely held entities…
Read MorePremium Financing-Pros May Outweigh Cons
Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses…
Read MoreNew 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.
Read MoreMerger 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…
Read MoreM&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.
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