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Where
Rancho Cordova City HallAmerican River North Room
2729 Prospect Park Drive
Rancho Cordova, CA 95670
Driving Directions
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Agenda 7:30 am Registration & Networking
8:00 am Welcome, Chapter and Sponsor Acknowledgements & Breakfast
8:30 am Presentation Begins
9:30 am Q & A / Presentation Ends
9:45/10:00 am Raffle & Closing Remarks Follow Us    |
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Topic:
Thinking Forward Under TCJA Speaker(s): Ed Cotney Founder and Principal, Olympus Tax, Business and Insurance Solutions, Inc., Author of Tax Secrets Made Simple _____________________________
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Description:
The tax rules have changed. For non-business owners, tax reporting has become simplified and potentially tax beneficial. However, for the business or investment asset owner with income above $157,500 (single) or $315,000 (married), the game has changed significantly. Learn the two primary tools high income earners need to fund now to capture maximum wealth control. *This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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About the Speaker(s):
 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. 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. 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.  |
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