BEGIN:VCALENDAR VERSION:2.0 PRODID:-//jEvents 2.0 for Joomla//EN CALSCALE:GREGORIAN METHOD:PUBLISH BEGIN:VTIMEZONE TZID:America/Los_Angeles X-LIC-LOCATION:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:19700308T020000 RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:19701101T020000 RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU END:STANDARD END:VTIMEZONE BEGIN:VEVENT UID:c83a35a1f59f02da869b096d84ee6787703 CATEGORIES:CSTC Academy SUMMARY:CSTC Academy - Rethink What you Know about Tax, Wealth & Business Exit Planning DESCRIPTION:
Thursday, July 9, 2020
8:30 AM to 10:10 AM
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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 Descripti
on:
Selling a business is often the single most important fin
ancial transaction of a business owners’ life. This course will prepare you
for your role as their most trusted advisor with insight, questions, stati
cs 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 wh
y. We will review Form 8594 and discuss promissory notes.
Knowledge Level: Intermediate / Advanced
Learning Object ives:
< strong>#1: You will learn the 5 critical elements of a successful exit plan.
#3: Every business ow ner will exit their business one day. What are the "Top 10 Business Success ion Questions" you need to help them preserve and protect that value?
Edward Cotney, Certified Exit Planner, C ertified Philanthropic Developer, Family Wealth Counselor p>
Ed is the founder and principal at Olympus Tax, Business and Ins
urance 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 t
o Family Wealth Counseling, Ed explains, came as a close friend was struggl
ing with the preparation and future sale of his very successful multi-milli
on-dollar business. He was anticipating a tax liability of nearly half of t
he proceeds.
Ed graduated from the prestigious Prof
essional Mentoring Program in Franklin, Indiana, where he became a Family W
ealth Counselor in 2000. Working as a strategy and tax designer over the p
ast since then, he applied this practical knowledge to helping families imp
lement advanced strategies to significantly reduce taxes, increase income a
nd make a difference in the world. Lauded for making the compl
ex simple to understand, Ed is well known for providing continuing educati
on classes to professional advisors from basic to sophisticated estate plan
ning techniques, business formations, mergers, private placement, research
and development tax credits, domestic asset protection trusts, domestic int
ernational sales corporations, business succession planning and multi-gener
ational business planning.
Ed has provided input to
several senate and congressional committees on legislation to benefit phil
anthropic tax law for non-profit operations. Ed is a popular speaker and pa
rticipates in radio programs on the topic of Maximum Wealth Control.
Ed and his wife Laura reside in Northern California. Laur
a is an elementary school principal and they have two grown children. Ed an
d Laura enjoy water and snow skiing, camping, flying, parachuting and losin
g golf balls.
CONTACT:info@cstcsociety.org or 949-715-4192 DTSTAMP:20240328T141022 DTSTART;TZID=America/Los_Angeles:20200709T083000 DTEND;TZID=America/Los_Angeles:20200709T101000 SEQUENCE:0 TRANSP:OPAQUE END:VEVENT END:VCALENDAR