Estate Planning Alert-Valuation Discounts for Family Entities to Disappear after 2016
On August 4, the Treasury Department issued Proposed Regulations under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts for family-owned businesses and investment entities. This will…
Read MoreHow to Avoid Estate Planning Mistakes, part 3 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 3 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 2 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 2 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreHow to Avoid Estate Planning Mistakes, part 1 of 4
Please join Wayne M. Zell, Esq. in this video presentation (part 1 of 4) of his Estate Planning Bootcamp for Financial Advisors, as he discusses the top 12 estate planning mistakes and…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 6
This is the 6th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 5
This is the 5th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreEstate Planning Bootcamp for Financial Advisors – Session 1, Part 4
This is the 4th of 6 videos from Session 1 (March 16, 2016) of Wayne Zell‘s Estate Planning Bootcamp for Financial Advisors: The Advisor’s Advantage. This session focuses on understanding the counseling issues involved…
Read MoreNew Basic Estate Planning Available on Blueprint for Wealth
To view the latest video by Wayne M. Zell, Esq., on Basic Estate Planning, please visit Blueprint for Wealth here and click on the first video link. The video explores the benefits…
Read MoreNew Basic Estate Planning Video Available
To view the latest video by Wayne M. Zell, Esq., on Basic Estate Planning, please visit Blueprint for Wealth here and click on the first video link. The video explores the…
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.
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