Tax Secrets
Are tax laws written in pencil? Does it feel like the moment you figure it out, your next 1040 tax return will be an unpleasant surprise? Why are my advisors silent about tax planning?
Success... When Charitable Planning Meets Estate Planning and Business Owner Exit Planning
This presentation will offer guidance to any business owners that may one day want to sell their business. Your audience will learn about the tax consequences no matter what decision they make.
Here’s what your audience will learn:
- How to exit your business, tax smart
- 5 critical elements of a successful exit plan
- Determining your business exit objectives
- The devastating effects of tax erosion
- The implications of reactive tax planning vs proactive tax planning
Book Ed for your Next Event
To request Ed’s Speaker Sheet and learn more about his availability, call Ed’s office at 530-913-0562.
Advisor Training
Please make it simple. Both the consumer and the advisor seeks to simplify 80,000+ pages of Federal Tax Code. No one knows it all. We focus on tax fundamentals to demystify and equip you with powerful discussion points "To Pay Less Tax".
Invite Ed Cotney to speak at your next event on...
Success... In Austere Tax Planning Environments
This presentation will offer guidance to tax advisors with clients subject to estate taxes. Ed will map a path to reduce taxes for your clients and create maximum benefits for inheritors and charities.
Here’s what your audience will learn:
- Estate tax risks facing your clients
- How to avoid the “double tax trap"
- The path to convert qualified assets
- The pros and cons of charitable lead trusts types
- How to engineer maximum wealth control
Book Ed for your Next Event
To request Ed’s Speaker Sheet and learn more about his availability, call Ed’s office at 530-913-0562.
Board Training
If you are a board member for a charity, your primary, and most difficult job is to raise funds.
We can equip your board and staff with the insight needed to energize the board, staff and donors with tax efficient strategies to do greater good.
Invite Ed Cotney to speak at your next event on…
Rethink Everything You Think You Know About Raising Money, Taxes and the Role of the Advisor
This presentation will offer guidance to any board that that is struggling to gain new donors and raise funds. It will create opportunities share options for any non-profit association that has been forced to turn away a major gift.
Here's what your audience will learn:
- Risks in our confiscatory tax system
- How to MAKE money while giving money away
- How to avoid income tax planning failures
- What you need to know about planning a business exit
- Top 7 reasons people add charities to their estate plan
Book Ed for your Next Event
To request Ed's Speaker Sheet and learn more about his availability, call Ed's office at 530-913-0562.
