Edward W. Cotney, Co-Founder at FINCW.com. This webinar delivers practical tax efficient strategies for large IRA distributions post‑SECURE Act. Through real‑world case studies, you will learn how Roth conversions, trust design, charitable planning, and distribution strategies can improve Inherited IRA outcomes and multigenerational tax efficiency.
Edward W. Cotney, National Tax Strategist, with CEO of One Accord, Nick Anderson. Not every business starts out with revenue of $100M. Learn the tax planning steps to success as your grow your business and exit on tax smart terms.
Edward W. Cotney, National Tax Strategist, with Ed Slott, CPA and Cathleen Davis-Whitmore announcing the release of Break Analytics at the Austin Ed Slott Elite IRA Advisor Group Conference.
Edward W. Cotney, National Tax Strategist, continuing education virtual lecture about Death Tax Planning.
Edward W. Cotney, National Tax Strategist and CPA Doug Dickey explain to advisors how to create a MSO for tax mitigation and asset protection. Part 1.
Edward W. Cotney, National Tax Strategist and CPA Doug Dickey explain to advisors how to create a MSO for tax mitigation and asset protection. Part 1.
Advanced tax and wealth planning made simple for large group of Business Exit Planning attorneys, CPAs and Financial advisors.
Edward W. Cotney shares a powerful strategy in this advisor facing presentation to address the ticking time bomb of Inherited IRAs. This presentation incorporates 2 planning models, one as a testamentary IRA Tax Rescue Model using a term certain Charitable Remainder Trust to bless the kids and charity. The second model builds upon the testamentary model using a CRUT to create a more tax efficient IRA to ROTH or Life Insurance conversion model before the IRA owner passes away. This presentation also incorporates WHY professional advisors should emphasize asset protection of Inherited IRA plans to protect the asset from the heirs' judgements and increased taxation.
Edward W. Cotney teaches we may have been taught the wrong way to donate to a worthy charitable organization. 15 minutes will change the way you give forever.
Schedule A. Least used, most powerful tool on your personal tax return.
This video will share a powerful way for IRA and 401K owners to transfer these qualified assets to their heirs with better asset protection and tax optimization. IRA to CRUT after death. Tax Secrets Made Simple Chapter 17.
The IRS Does Not Want You to Know this About your IRA or 401K.
Here is the million dollar band getting the crowd ready for Iron Bowl. Great to visit with so many family members and the campus. 1977 was my last visit to God's country as an American Legion Boys State Representative.
Another Great Day.
Another Great Day.
Copyright © 2026 Ed Cotney Professional Speaker - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.