Month: September 2017

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...

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...

Following up on my earlier post, here is a link to the Tax Reform Framework.

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...

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...

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...

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...

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.

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)