Month: June 2015

On Friday, June 26, 2015, the Supreme Court ruled 5-4 that same-sex couples have the right to marry in all 50 states. The Court’s historic decision in Obergefell v. Hodges held that states cannot deny applications for marriage licenses for same-sex couples, and states...

In late February 2014, Representative Dave Camp (R-Mich.) proposed tax reform legislation including a requirement that all donations to a Donor Advised Fund be paid out within five years of their contribution, or 20 percent a year. There are also efforts to cap all...

Really?  On the one hand, marijuana remains classified at a Schedule 1 Drug under the federal Controlled Substances Act. At the same time, the IRS has granted tax-exempt status to a church that embraces pot as its sacrament.

According to this New York Times article, the recent surge in M&A activity does not mean that the economy is doing great. Rather, it may indicate that trouble lies ahead for an overheated stock market.

Watch out for this trap for the unwary in using a Roth IRA to pay for college.

On Saturday, June 13, 2015, Wayne M. Zell spoke to a packed house at the Cassaday & Company annual Retirement Symposium on Protecting Your Assets from Creditors and Predators. Podcasts of the presentation will be coming soon!

Here is a brief summary of the trending topic of phantom stock plans.

Looking for capital for your new business?  Check out this article on Forbes.

One law professor says that Estate Tax repeal is not possible until after the 2016 elections.  I agree.