Olympus Tax, Business and Insurance Solutions, Inc.

www.olympustax.com

You’ve spent most of your life building a valuable business or appreciated asset. You’ve assembled a team of experts to create its structure, manage its cash flows, grow its value and minimize its risk. But despite these efforts, you’re faced with tax liability year after year that erodes what you’ve striven so hard to grow. And when you prepare to sell your greatest asset, that liability looms even larger – with the potential to wipe out half of your net proceeds. Edward W. Cotney is the founder and principal at Olympus Tax, Business and Insurance Solutions, Inc. and author of Tax Secrets Made Simple. Ed 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. His introduction to Family Wealth Counseling, Ed explains, came as a close friend was struggling with the preparation and future sale of his very successful multi-million-dollar business. He was anticipating a tax liability of nearly half of the proceeds. “My friend knew there had to be a better solution to selling an appreciated asset with less tax. My friend searched for the best advanced tax planning schools in the nation – and back to school I returned.” 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. Lauded for making the complex simple to understand, Ed is well known for providing continuing education classes to professional advisors from basic to sophisticated estate planning techniques, business formations, mergers, private placement, research and development tax credits, domestic asset protection trusts, and business succession planning.

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You’ve spent most of your life building a valuable business or appreciated asset. You’ve assembled a team of experts to create its structure, manage its cash flows, grow its value and minimize its risk. But despite these efforts, you’re faced with tax liability year after year that erodes what you’ve striven so hard to grow. And when you prepare to sell your greatest asset, that liability looms even larger – with the potential to wipe out half of your net proceeds. Edward W. Cotney is the founder and principal at Olympus Tax, Business and Insurance Solutions, Inc. and author of Tax Secrets Made Simple. Ed 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. His introduction to Family Wealth Counseling, Ed explains, came as a close friend was struggling with the preparation and future sale of his very successful multi-million-dollar business. He was anticipating a tax liability of nearly half of the proceeds. “My friend knew there had to be a better solution to selling an appreciated asset with less tax. My friend searched for the best advanced tax planning schools in the nation – and back to school I returned.” 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. Lauded for making the complex simple to understand, Ed is well known for providing continuing education classes to professional advisors from basic to sophisticated estate planning techniques, business formations, mergers, private placement, research and development tax credits, domestic asset protection trusts, and business succession planning.

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State

California

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City (Headquarters)

Sacramento

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Employees

1-10

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Founded

2016

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