Probably not. The Wall Street Journal reported today that Republicans are back-peddling on their proposed repeal of the state and local income tax deduction as part of tax reform, primarily because of push-back from lawmakers (D’s and R’s alike) in high income tax...
Month: September 2017
Niche Estate Planning, SNTs and Gun/NFA Trusts, pt. 3/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 3 of 5. This video focuses on niche-based strategies, including discussion of retirement trusts, special needs trusts and gun trusts...
Link to Tax Reform Framework
Following up on my earlier post, here is a link to the Tax Reform Framework.
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 “Unified Framework for Fixing Our Broken Tax Code,” these proposed changes...
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 a slightly higher rate of 25 percent for “pass through” businesses. The...
Niche Estate Planning, IRA Trusts, Special Needs Trusts, pt. 2/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 2 of 5. This video focuses on niche-based strategies, including discussion of IRA and retirement trusts and special needs...
Niche Estate Planning Strategies, Overview, pt. 1/5
Please join Wayne M. Zell, Esq., for this video presentation of his Estate Planning Bootcamp for Financial Advisors, Session 6, part 1 of 5. This video focuses on niche-based strategies, including an overview of pet trusts, retirement trusts, special needs trusts, gun...
Attend “Anatomy of a Merger/Acquisition” on September 20th
Wayne Zell will be hosting his 5th Breakfast Briefing of 2017, entitled “Anatomy of a Merger/Acquisition” at the offices of Odin, Feldman & Pittleman, P.C. from 7:30-9am on September 20th. If you are interested in attending, please click here to register.
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. (Recorded on 9/14/2016)