Blueprint for Wealth

On 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."

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On 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.

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On 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."

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On 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 publicly available information (PAI) are constantly created and updated in real-time. This readily available data gives illicit actors more access vectors and leaves organizations with the burden of synthesizing large volumes of dynamic information to protect their digital assets across the information environment.

Today, BlackHorse Solutions has evolved into a company that leverages these changes into new opportunities. We enable information environment dominance with solutions that are based on decades of experience delivering advanced technologies and best-of-breed digital tradecraft, supported by our shared values. We’ve had the opportunity to provide solutions to nearly every Intelligence Community and Defense Department organization which remains our focus, while also supporting customers in the commercial, other federal, state and local markets. Our vision is to secure the Nation by defending, operating and exploiting the information environment for our customers. We are shaping the Future of Information Dominance by always seeking to help our customers solve current challenges but also to answer the question of 'what’s next.'"

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On 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 client. We are recognized for our market insight and broad industry relationships. We help market leaders realize their full strategic value."

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On 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."

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On 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 have upside potential via the following: off-shoring of labor, improving CRM (customer acquisition, retention and lifetime value), adding management talent, implementing business process outsourcing & reengineering, and the sale/licensing of intellectual and other assets."

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On 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 set of unique solutions for each client. Securities and investment advisory services offered through Girard Securities Inc. member FINRA/SIPC T.M. Wealth Management is not affiliated with Girard Securities, Inc."

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On 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 inspired top-level performance and unheard of revenue returns."

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On 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 a result of DARPA funding. Since 2015, Embody has been awarded over $20 million in non-dilutive funding and raised $30 million in multiple funding rounds. Embody is currently a commercial stage company serving patients with tendon and ligament injuries."

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To view the video version, go to https://youtu.be/jRhur-W-sMs