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.
“My friend knew there had to be a better solution to selling an appreciated asset with less tax. My friend searched for the best advanced tax planning schools in the nation – and back to school I returned.”
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.