Short-term GRATs Provide Long-term Relief
“What’s a GRAT?”, you may ask. A grantor retained annuity trust, or GRAT for short, is a popular estate planning tool that assists in sheltering appreciating assets from the burdens…
Read MoreTax Reform Oxymoron – “Permanent” Tax Law Changes
I am always amused when Congress passes “permanent” tax legislation. It’s that kind of “permanency” that has kept tax lawyers like me perpetually employed. Take, for example, the estate tax provisions just…
Read MoreWayne Zell to Speak at HighTower and Carr Workplaces This Week
On April 11, 2013, Wayne will be a keynote speaker at HighTower's 1st Annual Family Wealth Conference, originated by the Pagnato-Karp Group. He will be covering the changes in tax…
Read MoreKim Walsh-Phillips of IO Creative Group & the 2012 Tax Relief Act this Saturday on Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on January 19th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Kim Walsh-Phillips an award-winning speaker,…
Read MoreBen Shaw of MTN Government Services & the 2012 Tax Relief Act this Saturday on Blueprint for Wealth!
Please join Wayne Zell this Saturday, at 10am on January 12th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Ben Shaw of MTN Government…
Read MoreHouse and Senate Pass Fiscal Cliff Relief!
Early on January 1st, 2013, the Senate, by a vote of 89-8, passed H.R.8, the "American Taxpayer Relief Act" (the Act). The House passed the same bill late last night…
Read MoreMichael Heller & Sally Lee of Pillar One Consulting & the Fiscal Cliff this Saturday on Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on December 15th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guests this week will be Michael Heller and Sally Lee…
Read MoreBrent Lorenz, Vice President of The McLean Group & the Bowles Simpson Proposal on Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on December 1st, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Brent Lorenz, Vice President of…
Read MoreJohn Allen, CEO of Bluestone Capital Partners & 2012 Tax Planning Strategies on Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on November 24, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be John Allen of Bluestone Capital…
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