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CSTC Academy - Rethink What you Know about Tax, Wealth & Business Exit Planning
Thursday, July 09, 2020, 8:30 AM - 10:10 AM PDT
Category: CSTC Academy

Thursday, July 9, 2020
8:30 AM to 10:10 AM

Topic: Rethink What you Know about Tax, Wealth & Business Exit Planning
Speaker: Edward Cotney, Certified Exit Planner, Certified Philanthropic Developer, Family Wealth Counselor
1 Federal Tax Law Hour, 1 California Hour
IRS: 18QC1-T-01353-20-O
CTEC: 1000-CE-4747

Course Description:
Selling a business is often the single most important financial transaction of a business owners’ life. This course will prepare you for your role as their most trusted advisor with insight, questions, statics and a case study utilizing a near-zero tax exit of an operating business and commercial property. Learn which exit paths owners are choosing and why. We will review Form 8594 and discuss promissory notes.

Knowledge Level: Intermediate / Advanced

Learning Objectives:

#1: You will learn the 5 critical elements of a successful exit plan.

#2: What are the "Top 12 Business Continuity Questions" and why every business owner should address these issues now.

#3: Every business owner will exit their business one day. What are the "Top 10 Business Succession Questions" you need to help them preserve and protect that value?

Edward Cotney, Certified Exit Planner, Certified Philanthropic Developer, Family Wealth Counselor

Ed is the founder and principal at Olympus Tax, Business and Insurance Solutions, Inc. and author of Tax Secrets Made Simple. He hails from Alabama (Roll Tide), earned degrees in Physiology and Aviation Management and served active duty in the US Air Force for twenty years before retiring in 1998 in Northern California.

His introduction to Family Wealth Counseling, Ed explains, came as a close friend was struggling with the preparation and future sale of his very successful multi-million-dollar business. He was anticipating a tax liability of nearly half of the proceeds.

Ed graduated from the prestigious Professional Mentoring Program in Franklin, Indiana, where he became a Family Wealth Counselor in 2000.  Working as a strategy and tax designer over the past since then, he applied this practical knowledge to helping families implement advanced strategies to significantly reduce taxes, increase income and make a difference in the world. 
Lauded for making the complex simple to understand,  Ed is well known for providing continuing education classes to professional advisors from basic to sophisticated estate planning techniques, business formations, mergers, private placement, research and development tax credits, domestic asset protection trusts, domestic international sales corporations, business succession planning and multi-generational business planning.

Ed has provided input to several senate and congressional committees on legislation to benefit philanthropic tax law for non-profit operations. Ed is a popular speaker and participates in radio programs on the topic of Maximum Wealth Control.

Ed and his wife Laura reside in Northern California. Laura is an elementary school principal and they have two grown children. Ed and Laura enjoy water and snow skiing, camping, flying, parachuting and losing golf balls.


Contact: [email protected] or 949-715-4192