Begin with the End in Mind
San Diego - East County Chapter In-Person Meeting

Date/Time:

Tuesday, August 6, 2024
5:30 PM to 8:00 PM PST

Location:

Pacific Southwest Association of Realtors El Cajon
1150 Broadway
El Cajon, CA 92021

Topic: 

Course Objectives

• Preparing yourself and clients for the largest wealth transfer in history – Review 706
• Comparing gifts to charity – Which is better, cash or stock?
• How will recent SECURE Act II changes impact Inherited Plans – Welcome TCRUT Rescue
• Review S Corp Stock gift of Donor Advised Fund - Estate of Hoensheid (lessons learned)
• How to use a Charitable Trust to bypass and off-set tax on biz/real estate transaction

Presenter(s):

Edward W. Cotney, CExP – Certified Exit Planner, CPhD – Certified Philanthropic Developer, Family Wealth Counselor
Edward W. Cotney helps families pay less tax and enjoy more life – guaranteed. Ed graduated from the prestigious Professional Mentoring Program in Franklin, IN where he became a Family Wealth Counselor in 2000. He received his Certification as a Philanthropic Developer from the National Philanthropic Training Institute in 2001 and his Certification as a Business Exit Planner (CExP™) from the Business Enterprise Institute in 2019. Working as a strategy and tax designer at three law firms over the past 20 years, he applied this practical knowledge to help families and business owners implement planning strategies to reduce income tax or eliminate capital gains taxes upon the sale of a business or appreciated assets. His academic and work experiences can be found on his LinkedIn profile. Lauded for making the complex simple to understand, Ed is well known for providing continuing education classes to professional advisors from basic to sophisticated tax and estate planning techniques, Qualified Plan Conversions, charitable planning, asset protection strategies, exit planning, capital gains elimination, research and development tax credits, domestic asset protection trusts, domestic international sales corporations and business succession or exit planning. In 2018, Ed published “Tax Secrets Made Simple”, a book to help families of all income levels pay less tax. In 2021, Ed published “The Great IRA Tax Grab” which identifies a major tax trap for the wealthy. Ed is a popular speaker and participates in radio programs, podcasts and YouTube videos teaching how to gain Maximum Wealth Control. Additional educational materials and accomplishments can be located at www.TaxSmartIRA.com and www.OlympusTax.com. Recognized as a thought leader in the field of taxation and philanthropy, Ed co-founded Financial Cloud Works, LLC, which is developing an IRA conversion software program using a charitable trust to help professional advisors begin the difficult and complex discussion of converting qualified dollars with a high degree of tax efficiency. A first for the IRA conversion software workspace.Ed and his wife Laura reside in Northern California. Laura is a retired elementary school principal, and they have two grown children. Ed and Laura enjoy water and snow skiing, flying, camping, parachuting, and losing golf balls.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01987-24-I
CTEC: 1000-CE-5436

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Cost if registered by July 31, 2024 at midnight
Registration Fee (Member): $35
Registration Fee (Non-Member): $65

Cost if registered after July 31, 2024 at midnight
Registration Fee (Member): $45
Registration Fee (Non-Member): $75

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.