Free Resources from Ed Cotney
Practical guides, checklists, and case studies — download them now.
For Business Owners — Do This Now!
Avoiding Deal Disasters — The Checklist Every Business Owner Needs Before a Sale
How to Make Money off the IRS!
Make Money off the IRS Donating to Charity — a guide to charitable giving strategies that benefit you and a worthy cause.
Here Is a Tax Smart Exit Case.
The Smart Dental Exit with Privilege — a real-world case study showing how a business owner exited tax smart.
Stop Guessing About IRA Rules
FINCW Inherited IRA Guide — everything advisors and families need to know about inherited IRA rules post-SECURE Act.
My Favorite IRA Rescue Strategy
Chapter 17 — IRA Rescue Strategy: The Give It Twice Trust. A 4-page deep dive into transferring qualified assets to heirs with better asset protection and tax optimization.
4 pages
Understanding the Hidden Tax Benefits of Using the QCD
A plain-language guide to Qualified Charitable Distributions — one of the most underused tools on the tax return.