Edward W. Cotney
National Tax Strategist & Professional Speaker
"Maximum Wealth Control Starts With Tax Strategy"
About Ed
Edward W. Cotney is a nationally recognized tax strategist, professional speaker, and author with decades of experience helping business owners, high-income earners, and families keep more of what they earn. Ed has spoken at conferences, universities, and professional associations across the country — translating complex tax law into plain language that audiences can act on immediately.
Ed is a co-founder of FINCW.com and a friend of Ed Slott's Elite IRA Advisor Group. He has shared the stage with leading CPAs, estate planning attorneys, and financial advisors at events ranging from the National Business Enterprise Institute (BEI) conference in Denver to the Ed Slott Elite IRA Advisor Group Conference in Austin, TX.
Credentials & Affiliations
- Ed Slott Elite IRA Advisor Group Conference Speaker
- Co-Founder, FINCW.com
- Author of Three Published Books on Tax Strategy
- National Business Enterprise Institute (BEI) Conference Speaker
- William Jessup University Guest Lecturer
- Decades of Experience in Tax & Wealth Planning
Speaking Topics
Business Exit Strategy
How to sell your business tax smart — structuring exits to minimize IRS exposure and maximize what you keep.
IRA & Inherited IRA Planning
Post-SECURE Act strategies for IRA owners and beneficiaries — Roth conversions, CRUTs, and multigenerational tax efficiency.
Charitable Planning & the QCD
How to make money off the IRS by giving to charity — Qualified Charitable Distributions, CRTs, and gifting appreciated stock.
Tax Secrets Made Simple
Entry-level concepts that help individuals and families begin a much-needed discussion with their advisors about personal tax planning.
MSO C-Corp Tax Mitigation
How business owners can create a Management Services Organization for tax mitigation and asset protection.
Death Tax & Estate Planning
Form 706 and advanced estate planning — begin with the end in mind to protect your family and legacy.
Ideal Audiences
- Financial Advisors & Planners
- CPAs & Tax Professionals
- Estate Planning Attorneys
- Business Owners & Entrepreneurs
- High-Income Earners & Executives
- University & Continuing Education Programs
Past Engagements
Ed Slott Elite IRA Advisor Group Conference
Austin, TX · 2025
National Business Enterprise Institute (BEI) Conference
Denver, CO · 2024
William Jessup University Guest Lecture
Rocklin, CA · 2019
One Accord Business Exit Planning Seminar
National · 2025
FINCW.com Webinar Series
Virtual · 2024–2025
Book Ed to Speak
Ed is available for conferences, continuing education events, corporate workshops, and university lectures. To check availability or discuss your event, reach out directly.