You're invited to join us for our upcoming Sacramento CABB Chapter Lunch! We’ll be featuring Edward Cotney, CPhD, CExP, FWC as he presents on Avoiding Deal Disasters: The Checklist Every Business Owner Needs Today.

Topics include:

• Understanding how tax planners help sellers net more from a sale.
• Who and when should a formal appraisal be ordered?  And why?
• How to Avoid Deal Disasters.

It’s a great opportunity to stay informed, connect with fellow brokers, and keep your finger on the pulse of the industry. Hope to see you there!

Place:
Bennett’s Westside Grill in Rocklin
6604 Lonetree Blvd, Rocklin, CA 95765

Time: 11:30am to 1:00pm

Max Attendees: 20
Attendees pay for their lunch.

Speakers:

Edward Cotney, CPhD, CExP, FWC
Ed is a highly respected figure in the field of tax planning and business succession, known for his ability to make complex tax strategies simple to understand and implement. Specializing in helping business owners navigate tax-smart exits, Ed delivers continuing education to professional advisors on a wide range of topics, from basic to advanced tax and estate planning techniques. His expertise includes areas like Qualified Plan-optimized tax conversions, charitable planning, asset protection, capital gains tax deferral or elimination, Research and Development tax credits, and strategies like 831B Tax Complaint Rescue. His work also emphasizes designing tax-optimized exit or succession plans for business owners, ensuring his clients can transition their businesses in the most tax efficient way possible.