Shows
Blueprint for WealthMastering Exit Planning - Fletcher Brown on Strategies, Tools, and BEI's Vision with your host, Wayne ZellFletcher Brown shares his journey to become the CEO of BEI (the training site for exit planners) and the importance of his father's book "How to Run Your Business So You Can Leave It in Style." Fletcher shares the seven steps of exit planning and discuss BEI's services, membership benefits, and Fletcher's vision. The conversation covers Fletcher's experience with BEI's PlanIt software, the development of an exit planning process, and the value of monthly technical webcasts and coaching for BEI members.Chapters:0:00 Introduction of Fletcher Brown and his journey in exit planning2025-04-1127 min
Blueprint for WealthAI vs. Voiceover? Author Aaron Ryan on the Future of Creative CareersWayne Zell talks with Aaron Ryan about his literary journey, the evolution of his "Dissonance" saga, and its adaptation for streaming. They discuss his children's books, marketing strategies, nonfiction work, and voice-over career, touching on AI's impact on industries and self-publishing advice.Chapters0:00 Introduction to the podcast and guest Aaron Ryan1:14 Aaron Ryan's literary journey and "Forecast" overview2:28 "Dissonance" saga evolution and adaptation for streaming5:08 Writing style and availability of the "Dissonance" series7:29 Aaron Ryan's children's books and personal storytelling experiences10:40 Marketing strategies and literary...2025-02-2822 min
Blueprint for WealthJeremie Watson's Blueprint: Scaling to 7-Figures with Proven Marketing StrategiesIn this episode of Blueprint for Wealth, Wayne Zell interviews Jeremie Watson, founder of the Watson Agency, about his unique approach to marketing and business growth. Jeremie discusses his early experiences in the entertainment industry, including working with Kevin Costner and Disney, and how he transitioned to building a marketing agency that helps businesses scale to 6, 7, and 8 figures.Key points-Jeremy Watson emphasizes the importance of building credibility and creating compelling offers to scale businesses effectively.- Automation and AI are pivotal in modern marketing to save time and enhance efficiency by automating...2025-02-0722 min
Blueprint for WealthStart, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin Campbell🎙️ Start, Scale, Exit & REPEAT: The Entrepreneur's Journey with Colin CampbellJoin host Wayne Zell as he interviews Colin Campbell, a serial entrepreneur with over 30 years of experience in building and scaling successful internet companies. Colin shares his journey, insights, and lessons learned from his book Start Scale Exit Repeat: Serial Entrepreneurs' Secrets Revealed.Episode Highlights:Impact of AI: Campbell believes AI will create more millionaires than any previous tech shift, encouraging entrepreneurs to leverage it regardless of their industry.Learning from failure: He shares a personal story of a failed business exit, emphasizing the impor...2024-10-2533 min
Blueprint for WealthFrom Class Clown to CEO: Scott Montgomery's Journey to SuccessJoin us for an inspiring episode of Blueprint for Wealth as host Wayne Zell interviews entrepreneur and author Scott Montgomery. In this engaging conversation, Scott shares his remarkable journey from a challenging academic background to becoming a successful business leader in government contracting.In this episode, you'll discover:- Scott's Early Challenges: Learn how he navigated his formative years as a self-proclaimed "class clown" and found success despite not being a traditional student.- The Power of Mentorship: Hear about the pivotal role mentorship played in Scott's career and how it shaped his...2024-10-1430 min
Blueprint for WealthBuy Your Building and Fire Your Landlord: The Power of Commercial Real Estate OwnershipJoin Wayne Zell in this episode of Blueprint for Wealth as he interviews Paul Neal, a seasoned entrepreneur and author of Unleash Your Business: Unlock Wealth, Autonomy, and Control by Buying Your Building and Firing Your Landlord. Paul shares his extensive knowledge on the benefits of owning commercial real estate, especially for business owners looking to build wealth and stability.In This Episode, You Will Learn:- The Importance of Ownership: Discover why owning your commercial space can lead to greater financial independence compared to renting.- Common Misconceptions: Paul addresses the myths...2024-09-2729 min
Blueprint for WealthFrom Grit to Greatness: Chaz Wolfe's Journey Selling Multiple Seven-Figure CompaniesJoin us for "Blueprint for Wealth," a dynamic podcast designed for entrepreneurs seeking to unlock their potential and achieve financial freedom. Hosted by Wayne Zell, each episode features in-depth conversations with successful business leaders, including serial entrepreneur Chaz Wolfe, who shares his journey of building and selling multiple seven-figure companies. In this fast-paced half-hour show, listeners will gain valuable insights into the world of entrepreneurship, including strategies for growth, the importance of integrity, and the art of balancing business with family life. Chaz discusses his experiences in franchising, real estate, and consulting, highlighting the lessons learned along...2024-09-1231 min
Blueprint for WealthThe Revenue Transformer: Secrets from Holly Jean Jackson on Scaling Your BusinessWelcome to another episode of Blueprint for Wealth with Wayne Zell! In this engaging conversation, we dive deep into the world of entrepreneurship with our special guest, Holly Jean Jackson, known as the "Revenue Transformer." Discover how Holly transitioned from a corporate career to empowering entrepreneurs, and learn about her unique "FEAR Method" for tackling business challenges. Holly shares her personal journey, including overcoming chronic pain and the inspiration behind her bestselling book, Inspiration Contagion: Health Secrets for Raving Success. She also discusses the importance of aligning business growth with personal well-being and how her...2024-08-2828 min
Blueprint for WealthBlueprint for Wealth: Gary Heldt's Secrets to Business Growth and Financial SuccessWelcome to Blueprint for Wealth, your go-to video blog for achieving financial freedom and business success. In this episode, host Wayne Zell interviews Gary Heldt, a seasoned CPA, entrepreneur, and financial expert with over 30 years of experience.Gary shares invaluable insights from his book, The Right Team, The Right Plan: A Winning Approach to Growing Your Business and Your Wealth, and discusses the importance of assembling the right financial team, effective tax planning strategies, and the role of community engagement in business growth.Key Takeaways:• The importance of selecting the right fi...2024-08-1330 min
Blueprint for WealthDiscover A Revolutionary Tax Strategy - "The Charitable Pay Raise" when Wayne interviews Bill Lloyd In this episode of "Blueprint for Wealth," host Wayne Zell interviews Bill Lloyd, a financial services expert with over 35 years of experience. Bill introduces the "Charitable Pay Raise," a patented tax strategy designed to maximize after-tax cash flow while supporting meaningful charities. Learn how this innovative approach combines charitable income tax deductions with Roth IRA conversions to create tax-free cash flow for life. Bill also discusses the impact of the Tax Cuts and Jobs Act of 2017 on this strategy and how it can benefit high-net-worth individuals, families, and philanthropists. Don't miss this insightful conversation on tax planning, estate planning...2024-06-1428 min
Blueprint for WealthDoug Thorpe, Executive Coach & Business Advisor. Owner of HeadwayExec. Host of "Leadership Powered by Common Sense."Welcome to "Blueprint for Wealth," hosted by Wayne Zell. In this episode, we dive into the inspiring journey of Doug Thorp, a Texas native and executive coach. Doug shares his experiences from growing up in San Antonio, attending Texas A&M, serving in the Army, and transitioning into a successful career in banking and entrepreneurship. Learn how Doug's military background shaped his leadership skills and how he navigated the challenges of the 2008 financial crisis to become a sought-after executive coach.Key Takeaways:· Doug Thorp's unique path from military service to executive coaching.· The im...2024-06-0336 min
Blueprint for WealthSole Proprietorships + Jen Dalton, Founder & CEO of BrandMirrorOn this segment of Blueprint for Wealth, Wayne Zell discusses Sole Proprietorships + Interview with Jen Dalton, Founder & CEO of BrandMirror.To learn more, visit us at zelllaw.com2024-02-2836 minBlueprint for WealthWhen Should I Sell a Piece of My Company to a Non-Grantor Trust? + Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & AuthorOn this segment of Blueprint for Wealth, Wayne Zell discusses Selling a Piece of Your Company to a Non-Grantor Trust + Interview with Matt Murray, The Blue Collar King; Business Owner, Entrepreneur, CEO, Coach, Consultant, & Author.To learn more, visit us at zelllaw.com2024-02-0733 minBlueprint for WealthQualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcastOn this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS) + Interview with Roger Martin, Co-Founder & CEO of RockBox Fitness & beem®️ Light Sauna, Host of the Thrive More podcast.To learn more, visit us at zelllaw.com2024-01-1044 minBlueprint for WealthManagement Succession Plans (MSP) + Barry Labov, President & CEO of LABOVOn this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans (MSP) + Interview w/ Barry Labov, President & CEO of LABOVTo learn more, visit us at zelllaw.com2023-12-0633 minBlueprint for WealthIRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US SenateOn this segment of Blueprint for Wealth, Wayne Zell discusses IRA Beneficiaries + Interview w/ Neal Simon, 4x CEO, Author & '18 Candidate for US Senate To learn more, visit us at zelllaw.com2023-11-1535 minBlueprint for WealthPartnerships + Interview with Chris Voss-- CEO of The Chris Voss Show PodcastOn this segment of Blueprint for Wealth, Wayne Zell discusses Partnerships and interviews Chris Voss-- CEO of The Chris Voss Show Podcast To learn more, visit us at zelllaw.comTo view the video version, go to2023-10-1245 minBlueprint for WealthLOIs + Interview with Scott Miller-- Co-Founder & CEO of YESLY WaterOn this segment of Blueprint for Wealth, Wayne Zell discusses LOIs Letters of Intent and interviews Scott Miller-- Co-Founder & CEO of YESLY WaterKen Uptain founded Essentia water in 1998. By 2017, Essentia water, fueled by a passionate following of loyal consumers, became the top selling premium bottled water brand and #1 ionized alkaline water brand in the natural foods retail channel! In early 2020, Ken appointed beverage industry veteran, Scott Miller as the company’s Chief Executive Officer to lead Essentia through its next major growth stage and brand evolution.After Ken and Scott sold Essentia to Nestle in March 2021, they reteamed to once ag...2023-09-0632 minBlueprint for WealthMinor's Trusts + Interview with Brandon Avergon, On this segment of Blueprint for Wealth, Wayne Zell discusses Minor's Trusts and interviews Brandon Avergon-- President, Rampart Consulting GroupBrandon Avergon is the President and a co-founder of the Rampart Consulting Group. Mr. Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services. Mr. Avergon’s focus is to counsel individuals, families, and family offices regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, of...2023-08-0828 minBlueprint for WealthFamily Holding Companies + Jacqui Arambula-- Co-Founder of HaulinkOn this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work, drive, keep track of paperwork, and then get paid on time (good luck with that!). We know what it’s like for our contractors in the field to need your project completed on time, with efficiency, and under budget."To learn more, visit us at zelllaw.comTo view the video version, go to h...2023-07-1422 minBlueprint for WealthStock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a re...2023-07-1437 minBlueprint for WealthAuthor Hour Podcast Your Multimillion-Dollar Exit: Wayne M. Zell, JD, CPA - Author Hour2023-05-1634 min
Blueprint for WealthManagement Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorOn this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA2023-05-1636 minBlueprint for WealthBoard of Advisors + Jim Schleckser – CEO & Founder of The CEO ProjectOn this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble learners who are committed to continuous improvement and legacy impact.They have control over their schedule, so they can travel and meet the requirements of membership. And they come from a broad range of companies based on size, business model, and industry. In fact, business diversity is one of the unique characteristics of our...2023-04-1242 minBlueprint for WealthAlternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrustOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest inst...2023-04-0330 minBlueprint for WealthAlternative Investments + Interview with a Founding Principal of GenTrust, Eli CohenOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen. "GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional in...2023-02-1442 minBlueprint for WealthWhat You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John BurtonOn this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/-aBI_nEyqxo2023-02-1436 minBlueprint for WealthLow Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob MargolisOn this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis. "TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be...2023-02-1424 minBlueprint for WealthBoard of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John BeckerOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker. To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/jkOmJXHy7e82023-02-1430 minBlueprint for Wealth2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold PunaroOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro. "The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth." To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/4ILWqTaQpRw2023-02-1434 minBlueprint for WealthAlternative Investments + Interview with a Founding Principal of GenTrust, Eli CohenOn this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen."GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s la...2023-02-0842 minBlueprint for WealthLow Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob MargolisOn this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis."TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be...2023-02-0824 minBlueprint for WealthBoard of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John BeckerOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/jkOmJXHy7e82023-02-0830 minBlueprint for Wealth2023 Proposed Federal Budget + Interview with CEO of the Punaro Group and retired USMC General Major Arnold PunaroOn this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with CEO of the Punaro Group, Major General (retired USMC) Arnold Punaro."The Punaro Group is your trusted guide to the federal market place, offering advice, analysis and strategy backed by 40 years of unparalleled experience and proven performance, enabling you to seize opportunities and accelerate growth."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/4ILWqTaQpRw2023-02-0834 minBlueprint for WealthAssembling a Team to Sell Your Business + Interview with President & CEO of Blackhorse, Mike KushinOn this segment of Blueprint for Wealth, Wayne Zell discusses assembling a team to sell your business, followed by an interview with President & CEO of Blackhorse, Mike Kushin."In 2018, BlackHorse Solutions was established out of a small business, innovative background to create a company focused on delivering premier technology and tradecraft solutions for the information environment at scale.The world around us has entered into an era of unprecedented digital transformation that is challenging the way people and organizations combat today’s predominant issues. Known as the Fourth Industrial Revolution, new and unique types of pu...2023-02-0823 minBlueprint for WealthRepresentation & Warranties Insurance + Interview with Founder & Managing Director of KippsDeSanto & Co., Bob KippsOn this segment of Blueprint for Wealth, Wayne Zell discusses Representation & Warranties Insurance, followed by an interview with Founder & Managing Director of KippsDeSanto & Co., Bob Kipps."KippsDeSanto is an investment bank focused on delivering exceptional results for leading, growth-oriented aerospace/defense and technology companies. We leverage our creativity and industry experience to provide M&A, private financing, and strategic consulting. Our senior team has advised on over 200 transactions totaling more than $17 billion in deal value. Capitalizing on real-time industry trends and in-depth technical and strategic analysis, our solutions-driven approach is highly structured and uniquely tailored to each...2023-02-0827 minBlueprint for WealthLike-Kind Exchanges + Interview with #1 Agent/McLean Long & Foster Office, Laurie MensingOn this segment of Blueprint for Wealth, Wayne Zell discusses Like-Kind Exchanges, followed by #1 Agent/McLean Long & Foster Office, Laurie Mensing"For decades, Long & Foster has been delivering an all-inclusive experience with our integrated services in real estate, mortgage, settlement, insurance, moving and more working together, on one team, to give our clients confidence and stability."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/RpGnKnYN1S02023-02-0820 minBlueprint for WealthExecutive Compensation Agreements + Interview with Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien WongOn this segment of Blueprint for Wealth, Wayne Zell discusses Executive Compensation Agreements, followed by Serial Entrepreneur, CEO of Opus8 and Founder of CONNECTpreneur, S. Tien Wong"Opus8 is a private investment, advisory, and conference management firm located in the Washington, DC area. We provide high-level strategy and business advisory services to clients on a select basis, and organize exclusive private equity and venture capital conferences and trade missions around the world in conjunction with the U.S. government. As an investor, Opus8 seeks well-run companies in BPO, ITO, CRM, mobile, and datacenter/cloud technologies. Ideally, opportunities...2023-02-0828 minBlueprint for WealthBoard of Advisors + Interview with Managing Partner of TM Wealth Management, Thomas SenecaOn this segment of Blueprint for Wealth, Wayne Zell discusses the Board of Advisors, followed by Managing Partner of TM Wealth Management, Thomas Seneca"T.M. Wealth Management is an independent boutique wealth management firm offering customized institutional quality products and strategies to assist our clients with their financial goals. The basis of our successful wealth management service is our consultative approach using a defined process. We have developed a Consultative Client Management process which revolves around a series of client meetings. These meetings allow us to work in partnership with our clients to develop a comprehensive...2023-02-0834 min
Blueprint for WealthInterview with Entrepreneur & Co-Founder of BHG Finance, Bobby CastroOn this segment of Blueprint for Wealth, Wayne Zell discusses crowdfunding, followed by Entrepreneur & Co-Founder of BHG Finance, Bobby Castro."As a self-made business mogul, Bobby Castro exemplifies the transformation from entrepreneur to leader. With only a ninth-grade education, Bobby founded Bankers Healthcare Group in 2001 with an investment of just $25,000. Today, he’s reached a net worth of $300 million. Bobby knows that above all, the key to scaling a business is leadership. As the leader of his company for more than 18 years Bobby instilled in his team a positive mental attitude (PMA™), creating a workplace environment that insp...2023-02-0841 minBlueprint for WealthSpousal Lifetime Access Trusts (SLAT) + Interview with CEO & Co-Founder of Embody, Inc., Jeff ConroyOn this segment of Blueprint for Wealth, Wayne Zell discusses Spousal Lifetime Access Trusts (SLAT), followed by CEO & Co-Founder of Embody, Inc., Jeff Conroy."Embody is a sports medicine medical device company developing regenerative implants for tendon and ligament injuries. Jeff has 30+ years of life science and medical device experience as an entrepreneur and licensing executive. As an entrepreneur, Jeff enjoys the process of creating products that address unmet market needs. Embody's early product development was funded by DARPA and the US Air Force (AFWERX) and we are the first company to receive an FDA clearance as...2023-02-0828 minBlueprint for WealthPhantom Stock Plans + Kim Clark-Pakstys-- Managing Director, CFO Accounting & Advisory, CohnReznickOn this segment of Blueprint for Wealth, Wayne Zell discusses Phantom Stock Plans, and interviews Managing Director, CFO Accounting & Advisory at CohnReznick, JKim Clark-Pakstys."Dedicated, hands-on service, deep industry expertise, and the power of an award-winning advisory, assurance, and tax firm—that’s what clients get when they choose the CohnReznick team.With over a century’s worth of experience, nearly 4,000 global team members, and 25 locations including global subsidiaries, our firm serves clients in 30 different industries through an integrated team of advisory, assurance, and tax professionals. Our Nexia International affiliation expands our reach to more than 1...2023-02-0834 minBlueprint for WealthQualified Small Business Stock (QSBS) + Interview with Founder of Dataprise, David EisnerOn this segment of Blueprint for Wealth, Wayne Zell discusses Qualified Small Business Stock (QSBS), followed by Founder of Dataprise, David Eisner.Since 1995, Dataprise has helped more than 5,000 organizations across the US make best use of their business technology. With a staff that consists of over 300 certified network technical consultants and support staff, we are able to move at light speed to anticipate our customers'​ needs which means that we have all the expertise that you’ll ever need – all under one roof. Our world-class Dataprise Xperience customer support means that we hold ourselves to the highest accoun...2023-02-0232 minBlueprint for WealthStock Options + Interview with Co-Founder & CEO of VariQ, Ben EdsonOn this segment of Blueprint for Wealth, Wayne Zell discusses stock options, followed by Co-Founder & CEO of VariQ, Ben EdsonVariQ is a premier provider of Cybersecurity, Software Development and Cloud services to federal, state, and local government. Headquartered in Rockville, Maryland, VariQ is a multiple award-winning company that emphasizes innovation, quality, and professional excellence in the development of advanced technology systems. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/p2qqFordHbU2023-02-0230 minBlueprint for WealthFBAR Reporting + Interview with Managing Director & Founder of SC&H Capital, Christopher HelmrathOn this segment of Blueprint for Wealth, Wayne Zell discusses FBAR reporting, followed by Managing Director & Founder of SC&H Capital, Christopher Helmrath.SC&H Capital is an investment banking and advisory firm specializing in mergers and acquisitions (M&A), employee stock ownership plans (ESOP), distressed M&A, and business valuations for middle-market companies nationally. SC&H Capital delivers services across numerous industries including technology, healthcare, manufacturing, business and professional services, and government contracting. We are recognized for delivering relevant market insights and tailored solutions to help owners achieve their true strategic value. To learn more, visit...2023-02-0223 minBlueprint for WealthWays & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris WappausOn this segment of Blueprint for Wealth, Wayne Zell discusses Ways & Means Tax Bill + Interview with 1st VP of RBC Wealth Management, Jennifer Wappaus & Senior VP of RBC Wealth Management, Kris WappausRBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By of...2023-02-0227 minBlueprint for WealthPartnerships + Interview with Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew ParkerOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by the Owner of Willowcroft Vineyards & Co-Founder of K2M, Lew Parker. Lew Parker purchased Willowcroft and moved his family there in 1979. After discovering that the technology of grape growing had changed to permit high quality European varieties to be grown in Virginia, he planted the first acre in 1981. The historic red barn which pre-dates Civil War times, provided a wonderful location for a winery and Tasting Room. The first wines produced in 1984 won medals, a trend which has continued. The winery has now...2023-02-0226 minBlueprint for WealthLLC's + Interview with Co-Founder at Noni Educational Solutions, Kai-Lee BerkeOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by Co-Founder at Noni Educational Solutions, Kai-Lee Berke. Noni Educational Solutions is an education technology company that is developing support and resources for teachers and caregivers who have children in their classrooms who have been impacted by ACEs. Our mission is to support teachers across the country in providing trauma-informed, relationship-based, responsive care to young children.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/U43YiC991fE2023-02-0229 minBlueprint for WealthPhantom Stock Plans + Interview with CEO of OODA, Inc., Matt DevostOn this segment of Blueprint for Wealth, Wayne Zell discusses phantom stock plans, followed by an interview with the CEO of OODA, Inc., Matt Devost. OODA helps clients identify, manage, and respond to global risks and uncertainties while exploring emerging opportunities and developing robust and adaptive strategies for the future.OODA is comprised of a unique team of international experts lead by co-founders Matt Devost and Bob Gourley. Matt and Bob have been collaborating for two decades on advanced technology, intelligence, and security issues. Their team is capable of providing advanced intelligence and analysis, strategy...2023-02-0233 minBlueprint for Wealth2021 Tax Proposals + Interview with Founder & CEO of Veris Consulting, Larry JohnsonOn this segment of Blueprint for Wealth, Wayne Zell discusses 2021 tax proposals, followed by the Founder & CEO of Veris Consulting, Larry Johnson. Veris Consulting, Inc. provides highly specialized accounting, financial and survey research services.To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/2EvVui2C5cs2023-02-0231 minBlueprint for WealthSole Proprietorships + Interview with Former CFO of Telos Corporation, Michele NakazawaOn this segment of Blueprint for Wealth, Wayne Zell discusses sole proprietorships, followed by the former CFO of Telos Corporation, Michele Nakazawa. Telos Corporation offers advanced technology solutions that empower and protect the world’s most security-conscious enterprises. To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/IUzTI4oU-2w2023-02-0227 minBlueprint for WealthPost-Retirement Planning + Interview with Retired Partner at Ernst & Young, Jon ShamesOn this segment of Blueprint for Wealth, Wayne Zell discusses Post-Retirement Planning, and interviews Retired Partner at Ernst & Young, Jon Shames."At EY, our purpose is Building a better working world. The insights and quality services we provide help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities."To learn more...2023-02-0229 minBlueprint for WealthPrivate Equity Buyers + Interview with Co-Founder & Managing Partner at PROOF, John BackusOn this segment of Blueprint for Wealth, Wayne Zell discusses Private Equity Buyers, and interviews Co-Founder & Managing Partner at PROOF, John Backus. "We are an expansion-stage venture capital fund that invests in hypergrowth, breakout companies across the venture ecosystem. We invest in category-leading companies, growing 100% YoY that are raising highly competitive, oversubscribed financing rounds led by top-tier venture capital funds."To learn more, visit us at zelllaw.com To view the video version, go to https://youtu.be/DzFvIoUAzx02023-02-0228 min
Podcast – Blueprint for WealthNew Blueprint for Wealth Podcast Interview of Private Access FoundersPlease join Wayne M. Zell in his latest podcast interview of Randy Domolky and Scott Schedler, Co-Founders of Private Access Network (PAN), a new accessible early stage investment alternative for accredited investors.2016-03-2321 minPodcast – Blueprint for WealthShould You Use Your IRA to Fund Your Business?Listen to Wayne M. Zell, Esq., discuss in his latest Blueprint for Wealth podcast why using your IRA to start or fund a business is an extremely risky proposition.2015-11-3013 minPodcast – Blueprint for WealthUnderstanding Indexed Universal Life InsuranceListen to Wayne M. Zell, Esq., discuss how indexed universal life insurance works and whether it is right for you.2015-11-2309 minPodcast – Blueprint for WealthPremium Financing-Pros May Outweigh ConsListen to Wayne M. Zell, Esq., discuss the pros and cons of using premium financing for life insurance. This technique is particularly useful for high net worth individuals and for businesses and non-profits seeking to retain key employees.2015-11-1613 minPodcast – Blueprint for Wealth162 Bonus Plans Using Life InsuranceListen to Wayne M. Zell, Esq. discuss in his latest Blueprint for Wealth podcast the benefits of using the popular non-qualified deferred compensation planning technique known as Section 162 Bonus Plans Using Life Insurance.2015-11-0909 minPodcast – Blueprint for WealthAsset Protection Planning-Part 4-Business entities, trusts and case studiesPlease listen to Part 4 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.  This final segment focuses on business entity planning, trusts and case studies in asset protection.2015-08-1412 minPodcast – Blueprint for WealthAsset Protection Planning-Part 3-Insurance and ExemptionsPlease listen to Part 3 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.  This segment emphasizes the importance of insurance in your asset protection planning and what exemptions may be available from the claims of creditors.2015-08-0712 minPodcast – Blueprint for WealthAsset Protection Planning-Part 2-When is it too late?Please listen to Part 2 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.  This segment focuses on when a transfer by a debtor may be unwound by creditors as a “fraudulent conveyance.”2015-07-3109 minPodcast – Blueprint for WealthAsset Protection Planning-Part 1-OverviewPlease listen to Part 1 of a four-part podcast by Wayne M. Zell, Esq. on Protecting Your Assets from Creditors and Predators.  This segment provides and overview on who needs asset protection planning and why.2015-07-2706 minPodcast – Blueprint for WealthFavorable D.C. Estate Tax Changes!Please listen to this podcast outlining the latest favorable D.C. estate tax law changes!  If you need more info, please email me at wayne.zell@ofplaw.com.2015-03-1908 minPodcast – Blueprint for WealthNancy Popovich Discusses The Wise Investor Group on Blueprint for WealthPlease join Wayne M. Zell, Esq. for his interview of Nancy Popovich, Director of The Wise Investor Group, and her insight into the value investing approach taken by this popular wealth management firm.2014-09-1817 minPodcast – Blueprint for WealthChris Helmrath of SC&H Capital Group Discusses Healthcare IndustryPlease join Wayne M. Zell, Esq., for his interview of Christopher Helmrath, of SC&H Capital Group, and listen to Chris’ insights into the current status of our healthcare industry.2014-08-2521 minPodcast – Blueprint for WealthChris Helmrath Discusses SC&H Capital GroupPlease join Wayne M. Zell, Esq. for his interview of Christopher Helmrath, Managing Director, SC&H Capital Group.  Chris discusses the firm and the unique investment banking services provided by his group.2014-08-2515 minPodcast – Blueprint for WealthYuval Bar-Or Explains the Pillars of WealthPlease join Wayne M. Zell, Esq., for his podcast interview of Dr. Yuval Bar-Or, who discusses his new book, Pillars of Wealth. The book focuses on providing high quality, nuanced education medical practitioners can use to make better financial and business decisions for themselves, their families, and their medical practices. 2014-06-2718 minPodcast – Blueprint for WealthJohn “Buck” Chapoton Discusses Brown Advisory ValuesPlease join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part two of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury  in the Reagan Administration and Senior Advisor with Brown Advisory.  In this segment, Mr. Chapoton discusses the rapid growth and success of Brown Advisory.2014-06-1213 minPodcast – Blueprint for WealthJohn “Buck” Chapoton Discusses Tax Reform with Wayne ZellPlease join Wayne Zell of Odin, Feldman & Pittleman, P.C. for part one of his two-part interview with John “Buck” Chapoton, former Assistant Secretary of the Treasury  in the Reagan Administration and Senior Advisor with Brown Advisory.  In this segment, Mr. Chapoton provides insight and commentary on tax reform in the United States – past, present and future.2014-06-1224 minPodcast – Blueprint for WealthPart 2 of Private Equity Investing with Randy DomolkyPlease join Wayne M. Zell, Esq. as he interviews Randy Domolky, founder and principal of Liquid Capital Group in part two of this two-part interview.  Randy discusses the characteristics of successful private equity investors and the criteria he seeks in potential early stage investments.2014-05-2914 minPodcast – Blueprint for WealthRandy Domolky Discusses Private Equity Investment, part 1Please join Wayne M. Zell, Esq. as he interviews Randy Domolky, founder and principal of Liquid Capital Group in part one of this two-part interview.  Randy discusses the characteristics of successful private equity investors and the criteria he seeks in potential early stage investments.2014-05-2914 minPodcast – Blueprint for WealthControlled Exits Using ESOPs, part 2Please join Wayne M. Zell, Esq. of Odin, Feldman, & Pittleman, and Ted Lauer, Sr. V.P. at Access National Bank, for their ESOP presentation, originally presented on April 29, 2014.  In this segment, Mr. Lauer discusses the ins and outs of combining traditional leverage with SBA lending to fund small business ESOPs.2014-04-2918 minPodcast – Blueprint for WealthControlled Exits Using ESOPsPlease join Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C., and Ted Lauer, of Access National Bank, as they discuss Controlled Exits Using ESOP’s.  In part 1 of this two part presentation, Mr. Zell discusses the basics of using leveraged ESOP’s.  Part 2 features Ted Lauer, Sr. V.P. at Access National Bank, who […]2014-04-2927 minPodcast – Blueprint for WealthTax Reform in 2014, part 4 of 4Please listen to the final part of the four-part presentation on April 22, 2014, on prospects for tax reform in 2014 by Wayne M. Zell, Esq. of Odin, Feldman & Pittleman, P.C.2014-04-2316 minPodcast – Blueprint for WealthTax Reform in 2014, part 3 of 4Please listen to the third part in the four-part presentation on prospects for tax reform in 2014, given by Wayne M. Zell, Esq. on April, 22, 2014.2014-04-2321 minPodcast – Blueprint for WealthTax Reform in 2014, part 2 of 4Here is the second segment in the four-part presentation by Wayne M. Zell, Esq. on tax reform prospects in 2014.2014-04-2318 minPodcast – Blueprint for WealthTax Reform in 2014, part 1 of 4Please listen to Wayne Zell discuss prospects for tax reform in 2014 in this first part of a four part presentation.  This presentation was made in a Breakfast Briefing on April 22, 2014 at the law offices of Odin, Feldman & Pittleman, P.C.2014-04-2311 minPodcast – Blueprint for WealthDr. Richard Orlando Discusses New “Legacy” BookPlease listen to part two of Wayne Zell‘s interview with Dr. Richard Orlando as he discusses his popular new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January, 2014, $27.95 hardcover, $9.99 ebook).2014-04-1316 minPodcast – Blueprint for WealthRichard Orlando Discusses Family Wealth Planning pt. 1Please listen to Wayne Zell interview Dr. Richard Orlando as he discusses family wealth planning and his new book, “LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions” (January, 2014, $27.95 hardcover, $9.99 ebook).2014-04-1313 minPodcast – Blueprint for WealthJames Gandolfini’s Will Provides Estate Planning LessonsWayne M. Zell, Esq. discusses the last will and testament of the late actor, James Gandolfini, and the estate planning lessons we can learn from the former Sopranos boss.2014-04-0212 minPodcast – Blueprint for WealthListen to Wayne Zell Discuss Business Transfer TechniquesWayne Zell discusses business transfer techniques in this podcast originally broadcast on Federal News Radio on November 30th.2013-12-0912 minPodcast – Blueprint for WealthWayne Zell Interviewed Bob Flores, Former CIA CTOIn case you missed the live interview on November 30th, please listen to Wayne Zell interview Bob Flores, former Chief Technology Officer of the CIA and current President of Applicology, Inc.2013-12-0614 minPodcast – Blueprint for WealthWayne Zell Discusses Business Succession Planning StepsIn case you missed the live broadcast on 11/23 on Power of Attorney Radio, please listen to Wayne M. Zell, Esq. discuss the main steps in successful business succession planning.2013-11-2612 minPodcast – Blueprint for WealthListen to Wayne Zell Interview Lee Self of Renaissance Executive ForumsIn case you missed the live broadcast on November 23rd, please listen to Wayne M. Zell, Esq. interview Lee Self of Renaissance Executive Forums.  They discuss the unique business coaching model Lee employs to help her executive clients.2013-11-2615 minPodcast – Blueprint for WealthWayne Zell Discusses Successful Entrepreneur TraitsIn case you missed the live broadcast on 11/16 on Power of Attorney Radio, please listen to Wayne M. Zell, Esq. discuss the key traits of successful entrepreneurs.2013-11-2012 minPodcast – Blueprint for WealthMark Frantz Interviewed by Wayne Zell on Power of Attorney RadioPlease listen to Wayne Zell interview Mark Frantz of BlueDelta Capital Partners on Power of Attorney Radio on 11/16/2013.  They discussed Mark’s involvement with government contracting technology solutions companies from start-up to exit.2013-11-1915 minPodcast – Blueprint for WealthWayne Zell Discusses Business Tax Planning for 2013In case you missed the live broadcast, please listen to Wayne M. Zell, Esq. discuss 2013 year-end tax planning for businesses on Power of Attorney Radio. This podcast aired originally on November 9, 2013.2013-11-1812 minPodcast – Blueprint for WealthWayne Zell Discusses Individual 2013 Year-End Tax PlanningListen to Wayne M. Zell, Esq., discuss 2013 year-end tax planning ideas for individuals. 2013-11-1212 minPodcast – Blueprint for WealthWayne Zell Interviews Denis O’Sullivan on Power of Attorney RadioIn case you missed the live interview, please listen to Wayne M. Zell, Esq. interview Denis O’Sullivan of Convergent Wealth Advisors on Power of Attorney Radio.  Mr. O’Sullivan discusses how his unique business experience helps him advise entrepreneurs to plan for a successful business exit.2013-11-0815 minPodcast – Blueprint for WealthWayne Zell Discusses Allocation of Purchase PriceWayne M. Zell discusses the importance of properly allocating the purchase price in a business acquisition.  This podcast originally aired on Power of Attorney Radio on September 28, 2013.2013-10-2112 minPodcast – Blueprint for WealthWayne Zell Discusses ESOPsListen to Wayne M. Zell discuss the ins and outs and pro’s and cons of using Employee Stock Ownership Plans, a/k/a ESOPs.2013-10-1612 minPodcast – Blueprint for WealthListen to Joseph Carro Discuss Boating and Water SafetyWayne M. Zell interviews Joseph Carro of the U.S. Coast Guard regarding boating and water safety in promoting Water Safety Month.2013-10-0915 minPodcast – Blueprint for WealthListen to Brad Russell Discuss the Washington West Film FestivalWayne M. Zell interviewed Brad Russell, Founder and CEO of the Washington West Film Festival, scheduled to take place in Reston, Virginia and the surrounding area between October 23-27, 2013. 2013-10-0214 minPodcast – Blueprint for WealthListen to Jack Fitzgerald Discuss the Estate TaxWayne M. Zell interviews Jack Fitzgerald on his innovative plan to reform the estate tax system.2013-09-2515 minPodcast – Blueprint for WealthBuy-Sell Agreements, Part 2Listen to Wayne M. Zell discuss buy-sell agreements in part 2 of a 2-part series.2013-09-2312 minPodcast – Blueprint for WealthListen to Michael Douglas of Capital ConnectionsWayne M. Zell interviewed Michael Douglas, Founder and President of Capital Connections, LLC, which provide marketing and sales assistance to small business that want to business with the Federal Government.  The interview was originally broadcast on 1500AM on September 7, 2013.  To listen to this interview, please click on the link below.2013-09-1915 minPodcast – Blueprint for WealthBuy-sell Agreements, Part 1 of 2Wayne M. Zell, Esq. discusses the uses and benefits of buy-sell agreements in part 1 of this 2-part podcast.2013-09-1010 minPodcast – Blueprint for WealthTop 10 Estate Planning MythsWayne M. Zell, Esq. discusses the top 10 estate planning myths.2013-08-2611 minPodcast – Blueprint for WealthLong-term Care Insurance PlanningWayne M. Zell, Esq. discusses long-term care insurance planning.2013-08-2511 minPodcast – Blueprint for WealthChoosing the Right Entity to Start Your BusinessWayne M. Zell, Esq., discusses the choices in entities to start a business.2013-08-2307 min