Before you make a tax decision, let's model the tax
Three Ways Ed helps Clients and Advisors see Around Corners.
Tax Smart Business Owner Exit Strategy
For owners whose business has outgrown ordinary tax advice, Ed helps identify tax consequences, transaction milestones, timing issues, and planning alternatives before a broker engagement or sale agreement limits flexibility.
IRA & 401(k) Tax Optimization
Large, qualified plans can create long-term income tax, RMD, inherited IRA, charitable, IRMAA, and legacy-planning issues. Ed uses FINCW-style analytics to uncover tax-smart planning before distributions become forced decisions.
High-Income Tax & Legacy Planning
Ed helps high-earning individuals and families coordinate tax strategy, estate planning, and business exit decisions to reduce or eliminate tax exposure and preserve more wealth for future generations.
Invite Ed to Simplify Advanced Tax Planning for You.
The IRA Tax Trap
Why qualified assets can become a multi-generational tax problem and how advisors can identify planning windows earlier. Absent great planning, if your estate is subject to death taxes, this asset class may be taxed starting at 62%.
Exit Your Business Tax Smart
Tax erosion, exit objectives, transaction timing, and the critical elements of a successful business-owner exit plan AND BEYOND.
Analytics-Driven Advisor Education
How our FINCW and Break Analytics software helps clients and advisors turn complex IRA decisions into clear client conversations. Learn why 70% of Roth Conversion Advice Is Mathematically Incomplete.