Creating A Blueprint For Wealth

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Month: June 2013

Congratulations EnviroCab!!

Congrats to my client EnviroCab that recently sold to Veolia!  See the Washington Business Journal article at

CRS Analyzes Tax Treatment of Entities

For a recent, informative discussion of the U.S. income tax treatment of various forms of entities, please visit, published by the Congressional Research Service and authored by economist Mark Keightley.

Where’s My Refund??

Have you ever wondered how to check on the status of your refund with the Internal Revenue Service?  Well, the IRS has created a web page and process just for that purpose.  Check out’s-My-Refund-It’s-Quick,-Easy,-and-Secure for more...

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 of estate taxation.  Coupled with two other advanced estate planning techniques...

Wayne Zell Speaks on Business Succession Planning

On June 4, 2013, Wayne Zell spoke to a packed house (over 60 attendees!) at Ted’s Diner in Rockville, Maryland, on the subject of business succession planning.  Lessons learned: start planning at the beginning of the business; business succession planning is necessary...