This is Wayne Zell's Typepad Profile.
Join Typepad and start following Wayne Zell's activity
Join Now!
Already a member? Sign In
Wayne Zell
Great Falls, Virginia
Tax attorney focusing on estate and business planning
Interests: Music, theatre, tax
Recent Activity
On the July 13th show, Wayne Zell discusses the landmark U.S. Supreme Court case of U.S. v. Windsor and its favorable impact on tax and other benefits planning for same-sex married couples. Listen to Part 1 of the discussion of the case of U.S. v. Windsor. Listen to Part 2... Continue reading
Posted Jul 12, 2013 at Power Of Attorney Radio
I am always amused when Congress passes “permanent” tax legislation. It’s that kind of “permanency” that has kept tax lawyers like me perpetually employed. Take, for example, the estate tax provisions just enacted as part of the American Taxpayer Relief Act of 2012. In this new law, Congress proudly announced... Continue reading
Posted May 15, 2013 at Blueprint for Wealth
With the enactment this year of “permanent” estate planning legislation, you may be curious about how estate planners are reacting to the changes and what you need to know to advise your clients. If you are a certified financial planner, financial advisor, certified public accountant, insurance agent or other financial... Continue reading
Posted May 10, 2013 at Blueprint for Wealth
Wayne Zell will participate in a panel discussion on May 14th at 7:30am at the Tower Club in Tysons Corner entitled "Purpose Built Capital Rewards for Owners and Executives." The seminar is sponsored by the National Capital Chapter of the Association for Corporate Growth and Sagemark Consulting. The panel will... Continue reading
Posted May 9, 2013 at Blueprint for Wealth
In a previous blog, I noted that Rep. Dave Camp (R-MI)(http:/www.camp.house.gov), Chair of Ways and Means, was pursuing a full-blown effort to reform and simplify the tax code. The Senate Finance Committee, under the leadership of Sen. Max Baucus (D-MT) (http:/www.baucus.senate.gov), is on the same course (although the Senator recently... Continue reading
Posted Apr 24, 2013 at Blueprint for Wealth
On April 11, 2013, Wayne will be a keynote speaker at HighTower's 1st Annual Family Wealth Conference, originated by the Pagnato-Karp Group. He will be covering the changes in tax law unveiled at the beginning of 2013 and prospects for tax reform, as well as planning techniques still available to... Continue reading
Posted Apr 6, 2013 at Blueprint for Wealth
Join Jonathan Frieden this Saturday, April 6, 2012 at 10am on 1500AM/820AM, as he hosts Power of Attorney, a 1/2 hour educational program focusing on legal developments that affect businesses and individuals. Jon will focus on advising listeners in starting up an online business. Former host of Blueprint for Wealth,... Continue reading
Posted Apr 4, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on March 30th, for the final episode of Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Thomas R. Seneca, Managing Partner, T.M. Wealth Management. Thomas will discuss how T.M. Wealth Management utilizes the Yale Endowment Model... Continue reading
Posted Mar 29, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on March 23rd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Eileen M. Ellsworth, President, Community Foundation for Northern Virginia. Eileen will discuss the various ways the foundation helps support charities operating in the Northern... Continue reading
Posted Mar 21, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on March 16th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Heather Rosen, President, FranNet of Virginia. Heather will discuss trends in franchising, what types of franchises are popular right now and how she matches... Continue reading
Posted Mar 14, 2013 at Blueprint for Wealth
Now that sequestration is a reality, Congress and the President already are moving on to the next big thing. Tax reform appears to be capturing the interest of the Congressional tax writing committees -- the House Ways and Means Committee and the Senate Finance Committee. Rep. Dave Camp (R-MI), Chair... Continue reading
Posted Mar 11, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on March 2nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Lawrence Hoffman, CPA/CFF, CVA, CFE from Raffa. Lawrence founded his own CPA firm and merged with Raffa in 2008. He will talk about the... Continue reading
Posted Feb 28, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on February 23rd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be John Starling from The Business Exit Forum. John will talk about why he started The Business Exit Forum, which is a non-profit educational institution... Continue reading
Posted Feb 21, 2013 at Blueprint for Wealth
With the specter of spending cuts looming imminently, many of my clients have been inquiring as to the origins and effects of this mysterious phenomenon known as "sequestration". You also may want to know how sequestration came to be and how it might impact you and other individuals and businesses... Continue reading
Posted Feb 21, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on February 16th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be David Greene, Vice President, Bernstein Global Wealth Management. David will continue his discussion from last week and focus on the ten fundamentals of financial... Continue reading
Posted Feb 15, 2013 at Blueprint for Wealth
In 2010, the Health Care and Education Reconciliation Act included a stealth tax increase that did not take effect until January 1st of this year. Known as the 3.8% Medicare surtax, the new tax applies to the lesser of “net investment income” (NII) or the excess of “modified adjusted gross... Continue reading
Posted Feb 8, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on February 9th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be David Greene, Vice President, Bernstein Global Wealth Management. David will discuss his background in wealth management and how he helps his clients build and... Continue reading
Posted Feb 7, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on February 2nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Al Behar, Vice President and Senior Private Client Fiduciary Advisor at Wilmington Trust. Al will discuss his background and the solutions he provides to... Continue reading
Posted Feb 1, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on January 26th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Mark Friese, Vice President at Merrill Lynch. Mark will talk about his background and how he helps families with special needs map out a... Continue reading
Posted Jan 24, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on January 19th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Kim Walsh-Phillips an award-winning speaker, author, strategist and CEO of IO Creative Group. Kim will discuss her background and her passion for marketing. She... Continue reading
Posted Jan 18, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on January 12th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Ben Shaw of MTN Government Services. Ben will discuss his background and how he got started in the government security business. He will also... Continue reading
Posted Jan 11, 2013 at Blueprint for Wealth
Please join Wayne Zell and Kim Natovitz, President and Founder of the Natovitz Group, at 10am, Saturday, January 5th, on Blueprint for Wealth, on 1500AM (820AM). Kim Natovitz will discuss her experience in advising clients and financial advisors about long term insurance planning, including the need to plan for extended... Continue reading
Posted Jan 3, 2013 at Blueprint for Wealth
Early on January 1st, 2013, the Senate, by a vote of 89-8, passed H.R.8, the "American Taxpayer Relief Act" (the Act). The House passed the same bill late last night by a vote of 257-167 after 20 hours of acrimonious debate. The Act, which awaits the President's signature, prevents many... Continue reading
Posted Jan 2, 2013 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on December 29th, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Emily Richards, Founder & President of Sade Clarity. Emily will discuss how she helps companies implement nutrition and fitness offerings so that their employees... Continue reading
Posted Dec 27, 2012 at Blueprint for Wealth
Please join Wayne Zell this Saturday, at 10am on December 22nd, for Blueprint for Wealth on 1500AM and 820AM. Wayne's special guest this week will be Mark Pollak, Certified Financial Planner at Ameriprise Financial Services. Mark will discuss the concept of tax diversification. In the first segment of the show,... Continue reading
Posted Dec 20, 2012 at Blueprint for Wealth