Blueprint for Wealth

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.

To learn more, visit us at zelllaw.com

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.

To learn more, visit us at zelllaw.com

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.

To learn more, visit us at zelllaw.com

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.

To learn more, visit us at zelllaw.com

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

On 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.com

To view the video version, go to https://youtu.be/U43YiC991fE

On 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 and planning support, investment and due diligence, risk and threat management, training, decision support, crisis response, and security services to global corporations and governments.

To learn more, visit us at zelllaw.com.

To view the video version, visit https://youtu.be/2fbPJD7xccc

On 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.

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To view the video version, go to https://youtu.be/2EvVui2C5cs

On 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.com

To view the video version, go to https://youtu.be/IUzTI4oU-2w