Blueprint for Wealth

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.'"To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/LC_AcAMjlUE

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."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/fLfy7lZOK9M

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."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/RpGnKnYN1S0

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."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/qzV2M0THXpk

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."To learn more, visit us at zelllaw.comTo 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."To learn more, visit us at zelllaw.comTo 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."To learn more, visit us at zelllaw.comTo 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."To learn more, visit us at zelllaw.comTo 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.comTo 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 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/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.comTo 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 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 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.comTo 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.comTo 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.comTo 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.To learn more, visit us at zelllaw.comTo 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.comTo 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 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, visit us at zelllaw.comTo view the video version, go to https://youtu.be/DzFvIoUAzx0

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 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/DzFvIoUAzx0