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Tax Secrets Made Simple

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“Ed writes with wisdom. He has the decades of experience needed to choose and customize the types of strategies discussed in this book. Ed understands the importance of having advisory team members agree on strategies with appropriate input from the client’s CPA. The book provides understandable and practical summaries of sophisticated strategies relevant to many clients who are paying too much in income or capital gains taxes. Any taxpayer trying to accumulate wealth without unnecessary taxes can benefit from the wisdom in Tax Secrets Made Simple.

–Tim Voorhees, JD, MBA, AEP®, President, Family Office Services, Inc. Principal Partner, Family Office Law

“Ed is one of those rare individuals who can think beyond conventional paradigms of financial planning. This book is an expression of his creative thinking and effective problem solving. If you want to pay less tax, this book is for you.”

–David W. Holaday, ChFC, CAP, Wealth Design Consultants, LLC