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Webinars, lectures, and educational content from Edward W. Cotney

Bob Keebler, CPA and Cathleen Davis-Whitmore FINCW.com - Handling Large IRA Distributions

Edward W. Cotney, Co-Founder at FINCW.com. This webinar delivers practical tax efficient strategies for large IRA distributions post‑SECURE Act II. Through real‑world case studies, you will learn how Roth conversions, trust design, charitable planning, and distribution strategies can improve Inherited IRA outcomes and multigenerational tax efficiency.

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Business Exit

Ed Cotney and Nick Anderson of One Accord 2025 Biz Exits

Edward W. Cotney, National Tax Strategist, with CEO of One Accord, Nick Anderson. Not every business starts out with revenue of $100M. Learn the tax planning steps to success as your grow your business and exit on tax smart terms.

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Bob Keebler, CPA and Cathleen Davis-Whitmore FINCW.com - Handling Large IRA Distributions

Ed Cotney and Nick Anderson of One Accord 2025 Biz Exits

Ed Cotney with Ed Slott, CPA in Austin, TX 2025

Ed Cotney - CE Class Form 706 - Begin with The End in Mind 2023

Ed Cotney and Doug Dickey, CPA MSO C Corp

Ed Cotney and Jason Kurchner, CFP Part 2 of MSO C Corp

Ed Cotney lecture at the National Business Enterprise Institute (BEI) conference in Denver, CO.

Who Will Actually Inherit Your IRA? Kids, IRS, Creditors?

How to Make a Profit off the IRS Gifting Stock

Tax Secrets Made Simple Chapter 1 Your Report Card by Edward W Cotney

My Favorite IRA Rescue Strategy When Nothing Else Works

Tax Secrets Made Simple Chapter 18 Income in Respect to a Decedent IRD by Edward W Cotney

Edward W. Cotney Tax and Business Exit Lecture at William Jessup University 20 June 2019

That's Not a Fit for You!

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Elephant Stomp prior to the Iron Bowl on Nov 30, 2024. RTR. Edward W Cotney

Edward Cotney, Superman Zip Line, 4,000 ft, Cabo, MX

Ed and Laura Cotney Snow Skiing Lake Tahoe Jan 2026

Crab Fishing Pacific Ocean Ed Cotney

Ed Cotney, Steve Morgan and Dave Ross 1929 Ford Tri-Motor

Roll in Extra 300L with Wayne Handley and Ed Cotney

2018 July 20 Cabo, MX Edward W Cotney, Laura Cotney, and Doug Sawyer

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