Edward Cotney's Linkedin Analytics

Author of Tax Secrets Made Simple. Popular speaker and instructor. National Tax Strategist. I help business owners pay less income tax and eventually sell their business or appreciated assets with minimal or zero tax! If you have more than $1,000,000 in profit sharing or qualified plans, I can help you convert those tax disasters for yourself and your heirs into better protected and tax efficient plans. I help high-income professionals create tax-deductible retirement plans superior to qualified or pension plans. I am confident your Income Tax liability can be reduced by 30% or more! As a seasoned National Tax Strategist, Family Wealth Counselor and Certified Exit / Succession Planner, I help your legal, accounting, investment, and insurance advisors map out a path that: 1. Establishes a clear course to reduce or eliminate multiple layers of tax. 2. Identifies the milestones in a sound transaction or exit / succession strategy. 3. Clarifies the most advantageous timing for each leg of your wealth building journey. With the new Tax Cuts and Jobs Act (TCJA), I design Maximum Wealth Control strategies for my clients that will significantly reduce their income, capital gains and estate taxes for life. I can help work around the SECURE Act of 2020 to take back the tax smart stretch option benefit Congress took away for your heirs. What structure(s) are you using to control your personal and social capital (taxes) losses? There is a better way. Request a complimentary telephone discussion to see if I can help! Buy my book, "Tax Secrets Made Simple" at Amazon. PS: I do not manage money.