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Year: 2015

Two Obscure Tax Provisions in Transportation Bill

On December 3, 2015, the House and Senate passed a 1300-page transportation funding bill that included two tax provisions.  The President signed the bill last week. The first tax provision adds a new Code section that allows for the revocation or denial of a passport...

Should You Use Your IRA to Fund Your Business?

Listen to Wayne M. Zell, Esq., discuss in his latest Blueprint for Wealth podcast why using your IRA to start or fund a business is an extremely risky proposition. http://www.blueprintforwealth.org/wp-content/uploads/2015/11/Using-an-IRA-to-Start-a-Business.mp3...

Premium Financing-Pros May Outweigh Cons

Listen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses and non-profits seeking to retain key employees....

162 Bonus Plans Using Life Insurance

Listen to Wayne M. Zell, Esq. discuss in his latest Blueprint for Wealth podcast the benefits of using the popular non-qualified deferred compensation planning technique known as Section 162 Bonus Plans Using Life Insurance....

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