Launching Your Business Video 4 – Choice of Entity
Please join Wayne M. Zell, Esq. for this fourth and final video segment of Episode 1: Launching the Business, which focuses on considerations in choosing the right form of entity…
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, Case Study and Valuation Regulations, pt. 7/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 7 of 8. This video continues focusing on various tax…
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 MoreAdvanced Estate Planning Techniques, pt. 5/8
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 5 of 8. This video focuses on various tax 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 MoreEstate 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…
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