Tax Smart IRA - Solutions for Now

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Great week rolling out new software, Break Analytics. Game changer.
10/21/2022

Great week rolling out new software, Break Analytics. Game changer.

Grateful one of my tax strategies was published by OneAccord in Seattle, WA today. This one always gets attention when ...
03/23/2021

Grateful one of my tax strategies was published by OneAccord in Seattle, WA today. This one always gets attention when I show people how to make money off the IRS when donating the right asset, the proper way to worthy charities.

Ed Cotney explains a tax-smart strategy for funding philanthropy that makes money off the IRS and helps your portfolio while still funding the charity.

Superior way to make end of year charitable gifts.
12/10/2020

Superior way to make end of year charitable gifts.

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