Zell Law
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Zell Law provides high quality legal services to clients in estate, tax & business planning.
--> https://youtu.be/ZZvDrqX_KmA
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…the S**C then sells millions of shares to investors at a set price.
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/
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--> https://youtu.be/ZZvDrqX_KmA
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A S**C can raise funds from the general public, celebraties ….not just sophisticated investors
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/
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Full video --> https://youtu.be/ZZvDrqX_KmA
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Is a S**C the right option for you?
---> https://youtu.be/ZZvDrqX_KmA
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S**Cs have very specific rules regarding how they can raise the money.
--> Full blog here: zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-s**c-/
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A S**C may be for you, if your business is big enough.
--> Full video here: https://youtu.be/ZZvDrqX_KmA
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When should I use rolling GRATs?
--> zelllaw.com/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/
John Backus w/ Educational Moment on Private Equity Buyers
On today's segment of Blueprint for Wealth, Wayne Zell interviews a special guest, John Backus – Co-Founder & Managing Partner at PROOF, followed by a discussion on Private Equity Buyers.
To learn more, visit us at zelllaw.com
Subscribe to our Blueprint for Wealth Apple Podcast! https://lnkd.in/dVBAMaxC

What is a rolling GRAT?
--> zelllaw.com/~/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/

How do I zero out the gift tax?
---> zelllaw.com/~/blueprint-for-wealth/blog/2023/january/what-is-a-grat-/
On Wednesday's segment of Blueprint for Wealth, Wayne Zell interviews a special guest, John Backus – Co-Founder & Managing Partner at PROOF, followed by a discussion on Private Equity Buyers.
To learn more, visit us at zelllaw.com
Subscribe to our Blueprint for Wealth Apple Podcast! https://lnkd.in/dVBAMaxC
Tax Alert - Secure Act 2.0 – Changes to Retirement Planning Provisions
TAX ALERT
Secure Act 2.0 – Changes to Retirement Planning Provision
zelllaw.com/blueprint-for-wealth/blog/2023/january/tax-alert-secure-act-2-0-changes-to-retirement-p/
Tax Alert - Secure Act 2.0 – Changes to Retirement Planning Provisions On Thursday, December 29, 2022, President Biden signed into law H.R. 2617, the “Consolidated Appropriations Act of 2023” (“CAA”) making consolidated appropriations for the fiscal year ending September 30, 2023, providing emergency assistance for Ukraine, and enacting other legislative change...

What is a GRAT?
--> zelllaw.com/blueprint-for-wealth/blog/

How can I avoid gift tax?
--> https://youtu.be/-oZt66X6j60

What is a zeroed-out GRAT?
--> zelllaw.com/blueprint-for-wealth/blog/

What are the different kinds of GRATs?
--> https://youtu.be/-oZt66X6j60

How are payments staged?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

Who pays the retention bonus?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

What employees are offered retention bonuses?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

What are the stipulations of a retention bonus?
--> https://youtu.be/B2lqZRSc0g0

The timing of a retention bonus is important.
--> https://youtu.be/B2lqZRSc0g0

What if your employee is fired after you sell your business?
--> https://www.zelllaw.com/blueprint-for-wealth/blog/

Who are retention bonuses offered to?
--> https://youtu.be/B2lqZRSc0g0
Can the charity serve as the trustee?
--> https://youtu.be/61u4cFPzXrw

The type of trust will determine how much income must be distributed annually.
-->zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/
When is income not tax exempt?
-->https://youtu.be/61u4cFPzXrw

Charitable remainder trusts have many tax advantages.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/
How does a CRT work?
--> https://youtu.be/61u4cFPzXrw

A charitable remainder trust can help extend your retirement benefits.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/

A charitable remainder trust is a popular estate planning technique, particularly when interest rates are rising.
--> zelllaw.com/blueprint-for-wealth/blog/2022/december/how-does-a-charitable-remainder-trust-work-/
Our Story
At Zell Law, we focus on estate planning, business planning, tax planning, and trustee and fiduciary services. This boutique approach allows us to concentrate on entrepreneurs, executives, family-owned businesses and individuals in need of basic or advanced planning.
By outlining a custom blueprint for wealth, our attorneys can help you clear away the chaos and confusion, implement a forward-thinking plan for success, and add measurable value to your life – all through sound legal counsel in business, tax and estate planning matters.
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11718 Bowman Green Drive, Suite 100
Reston, VA
20190
1775 Wiehle Avenue
Reston, 20190
"Once you begin, you are closer to the end than had you not begun at all" is a key mantra for estate