Tax Planning – Page 3 – Blueprint for Wealth

Tax Reform Outline Released

The Republican-sponsored tax reform proposal released on Wednesday is being touted as the most radical change to the nation’s tax code in decades. According to the 9-page outline of the…

Tax Reform Details Dribble Out…

Some of the expected tax provisions include: Apparently, negotiators are pursuing a corporate rate of 20 percent, despite President Trump’s preference for a 15 percent rate. The plan also sets…

Advanced Estate Planning, Charitable Planning Techniques, pt. 8/8

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 5, part 8 of 8. This video focuses on charitable planning techniques.…

Advanced 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…

Advanced 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…

Estate Planning for Business Owners, Q&A session, pt. 7/7

Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 4, part 7 of 7. This video contains a lively question and…

Health Care Reform Dropped; Congress Turns to Tax Reform

House Republican leadership abruptly pulled the health care bill and will now turn to tax reform. Not repealing the Affordable Care Act creates a major problem for tax reform efforts, because…

Legislation 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…

Another Summary of Trump and Republican Tax Proposals

Now that the election is over, tax reform is high on the agenda of the President-Elect and the Republican controlled Congress. For an excellent summary of the Trump and Republican…

10 Differences Between Clinton and Trump Tax Plans

Here is a summary of the top 10 differences between the Clinton and Trump tax proposals as outlined in their various position papers and on their web sites: Individual Tax…

Category: Tax Planning