HOME 2018-08-20T21:40:07+00:00

Edward W. Cotney

You’ve spent most of your life building a valuable business or appreciated asset. You’ve assembled a team of experts to create its structure, manage its cash flows, grow its value and minimize its risk.

But despite these efforts, you’re faced with tax liability year after year that erodes what you’ve striven so hard to grow. And when you prepare to sell your greatest asset, that liability looms even larger – with the potential to wipe out half of your net proceeds.

There’s a better way.

A seasoned Family Wealth Counselor can work with you, your legal, accounting, investment and insurance advisors to map out an exit path that:

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Establishes a clear course to reduce or eliminate tax consequences.

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Identifies the milestones in a sound transaction strategy.

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Clarifies the most advantageous timing for each leg of the journey.

Don’t wait until it’s too late.

Once you engage a business broker, essential tax triggering pitfalls will be impossible to avoid.

Contact Ed today to arrange a consultation, or check out his book, Tax Secrets Made Simple for a preview of his unique yet proven approach.

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“In America, there are two tax systems:
one for the informed and one for the uninformed.
Both are legal.”

– Judge Learned Hand