Three ways Ed helps clients and advisors see around corners.
Business Owner Exit Strategy
For owners whose business has outgrown ordinary tax advice, Ed helps identify tax consequences, transaction milestones, timing issues, and planning alternatives before a broker engagement or sale agreement limits flexibility.
IRA & 401(k) Tax Optimization
Large qualified plans can create long-term income tax, RMD, inherited IRA, charitable, IRMAA, and legacy-planning issues. Ed uses FINCW-style analytics to teach tax-smart planning before distributions become forced decisions.
Charitable & Estate Planning
Ed helps families and charities understand how charitable planning, estate planning, and business exit planning can work together to reduce tax erosion and increase the impact of wealth transfers.
Invite Ed to simplify advanced tax planning for your audience.
The IRA Tax Trap
Why qualified assets can become a multi-generational tax problem and how advisors can identify planning windows earlier.
Exit Your Business Tax Smart
Tax erosion, exit objectives, transaction timing, and the critical elements of a successful business-owner exit plan.
Analytics-Driven Advisor Education
How our FINCW and Break Analytics software helps advisor turn complex IRA decisions into clear client conversations.
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.
Who Ed helps
Business owners preparing for a sale, succession, or exit
Families with significant IRA, 401(k), or qualified plan assets
Charities and boards seeking tax-smart donor education
CPAs, CFPs, attorneys, RIAs, and exit planning professionals
Institutions seeking scalable IRA and retirement-tax analytics
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.
