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Attorneys/Planners:
Tim Voorhees, JD, MBA, AEP® (Principal)Mark Ziebold, JD, LLM (Principal)Evan Pan, MBA, CFAJames Tam, Financial Planner*David Holaday, ChFC, CAPYueyao Li, CFA, CFP®
Case Managers:
Lara JohnstonStacy SopataDarryl SopataDavid HanMonica GilbertValerie Dimalanta, M.P.A.
Operations Team:
Janie HarrimanLisa Dau
 

For more information about our staff with each entity, please visit:
Family Office Insurance Services
Family Office Law
Family Office RIA (TEAMS/PGA)
Family Office Foundation
Family Office General Counsel
Family Office Tax Plans
 

Edward W. Cotney

Edward W. Cotney is the Founder and Principal of EdCotney.com, Inc. and the author of Tax Secrets Made Simple, The Business Owners Guide to Income Tax Freedom, and The Business Owners Guide to Selling Your Business Tax Smart.

Ed earned degrees in Physiology and Aviation Management while serving twenty years on active duty in the United States Air Force. Following his retirement in 1998, he transitioned into the tax planning profession, where he developed expertise as a Family Wealth Counselor specializing in advanced tax, charitable, wealth transfer, and business exit planning.

Over the past two decades, Ed has worked with business owners, families, and their advisors to evaluate tax-efficient strategies for selling closely held businesses and highly appreciated assets. His extensive experience with charitable planning techniques—including charitable remainder trusts, pooled income funds, donor-advised funds, private foundations, and other philanthropic structures—has given him a comprehensive understanding of the complex tax laws governing charitable giving and wealth preservation.

Now residing near Carson City, NV, Ed is recognized for helping advisors and business owners identify opportunities to reduce taxes, preserve wealth, and make informed decisions through sophisticated planning strategies and analytical technology.

 

 

 

 

 

 

 

 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.