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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To view the video version, go to https://youtu.be/VIkoIkOQtDk

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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To view the video version, go to https://youtu.be/IloW62zj2YE

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

On 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 128 countries."

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To view the video version, go to https://youtu.be/DzFvIoUAzx0

On 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 accountability in the industry to ensure that you are always satisfied with our results.

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To view the video version, go to https://youtu.be/cbj1zxJ2duk

On this segment of Blueprint for Wealth, Wayne Zell discusses stock options, followed by Co-Founder & CEO of VariQ, Ben Edson

VariQ 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.

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To view the video version, go to https://youtu.be/p2qqFordHbU

On 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 www.schcapital.com.

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To view the video version, go to https://youtu.be/F-5DzloA3E0

On 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 Wappaus

RBC 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 offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients.

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To view the video version, go to https://youtu.be/HXxe2NTU8KI

On 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 won hundreds of medals in national and international competitions, including Virginia’s Jefferson Cup, Best of Fair in the Virginia State Fair competition, double Golds with International Eastern, and many medals in California competitions.

To learn more, visit us at zelllaw.com

To view the video version, go to https://youtu.be/gu8mhox4-u4