Previous Engagements

2023 Feb 22 Auburn, CA Vistage

Biz Exit and Income Tax Planning Strategies to pay less tax

2022 Nov 10 -Columbus, OH Key Note

IRA / 401k Smarter Wealth Transfer Options using a TCRUT

2021 August 4 CA Society of Tax Consultants State Symposium

Rethink Business Exit Planning

2021 March 3 Redwood Empire Estate Planning Council "virtual"

Success When Charitable Planning Meets Estate Planning and Business Owner Exit Planning - Zero Tax

2020 April 29 NORCAL Vistage Member virtual

Cost Segregation, NOLs, Bonus Depreciation

2020 Feb 22 Community Alliance Church, Richmond, CA

Qualified Charitable Distributions

2019 Nov 6 Non-Profit Workshop at Arnold Palmer Restaurant, La Quinta, CA

Pay less tax, enjoy more life

2019 Aug 23 BEI National Conference

Rethink what you Think you know about Income Tax, Capital Gains Tax, and Charitable Planning

2019 June 20 William Jessup University, Rocklin, CA

Tax Smart Exit / Succession Planning

2019 Jan 22 Ohio National Agent Meeting Walnut Creek, CA

Thinking Forward Under TCJA

2017 July 20 CSEA Sacramento

Portability, Inherited IRA Strategies, Schedule A

2016 June 1 Silicon Valley and Sacramento Vistage Chair Group

Advanced Exit and Tax Planning

Examples

Ed Cotney continuing education lecture for the CA Society of Tax Consultants August 4, 2021

Edward W. Cotney, National Tax Strategist, continuing education virtual lecture for the CA Society of Tax Consultants on August 4, 2021. Join Ed as he simplifies advanced zero tax exit planning concepts into real world strategies that work now. Before you speak with a broker, watch this video then meet with your tax advisors to discuss how best to minimize, defer, or eliminate many levels on tax when sale your business or highly appreciated real estate.

Ed Cotney lecture at the 2019 National Business Enterprise Institute (BEI) conference in Denver, CO.

Advanced tax and wealth planning made simple for large group of Business Exit Planning attorneys, CPAs and Financial advisors.

Who Will Actually Inherit Your IRA? Kids, IRS, Creditors?

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. To learn more visit www.TaxSmartIRA.com or buy my book, Tax Secrets Made Simple.