Blueprint for Wealth

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 oppor...

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 scal...

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 expe...

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 stabilit...

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...

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...

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 wor...

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 en...

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...

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 spe...

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 excellenc...

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....

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), Ca...

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...

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...

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...

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. To learn more, visit us at zelllaw.com 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

On 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...

On 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 financi...