Choice of Entity with Wayne Zell
Please join Wayne Zell for a brief video blog overview of your choice of entity when starting a new business.
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SECURE Act Changes Estate Planning for Retirement Assets
As my July 9th blog and December 21, 2019 blog indicated, the SECURE Act will negatively impact the ability to stretch IRA benefits in the future. For example, many of…
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SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans
While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to…
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Gift Tax Exemption: Plan Today for Upcoming Changes
Please click the link below to see important information on gift and estate tax law changes. https://www.pagnatokarp.com/irs-announces-no-clawback-of-gift-tax-exemption/
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Post-Exit Planning Video 6-New Retirement Options
Please join Wayne M. Zell, Esq. for this 6th of eight videos of Episode 6: Post-Exit Planning, which focuses on the new post-retirement paradigm, including discussion of job opportunities for…
Read MoreNavigating Rough Waters Video 3-Building Processes for Management Succession
Please join Wayne M. Zell, Esq. for this 3rd of eight videos of Episode 3: Navigating Rough Waters, which discusses the need for building a process to anticipate unanticipated events…
Read MoreTax Bill-Estate and Gift Tax Changes
Taxpayers will have an $11,200,000 each for estate, gift tax, and generation-skipping tax exemption beginning January 1, 2018, which will rise with the Consumer Price Index each year thereafter. There were no…
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