Pay Less Tax - Enjoy More Life!

You've spent years building revenue, margins, and enterprise value. How many hours have you spent legally reducing your lifetime tax?
About this Event

Doors open at 8:30am. The program starts promptly at 9am.

This event is by invitation only.

An interactive three-hour working session on practical tax strategy for both today's business income and tomorrow's business exit. No waiting for tax season. No waiting for a buyer to appear.

Tax strategist Edward Cotney, CPhD, CExP, FWC will challenge the traditional approach of waiting until tax season — or until a buyer shows up — to begin serious planning. Together we'll explore how sophisticated owners use the timing, combining, and sequencing of strategies to keep more of what they build, why some of the most valuable opportunities disappear the moment a sale process starts, and how to protect the wealth you've spent a career creating. Bring your questions, your current concerns, and your future exit objectives.