How do you protect and grow your wealth in California? 

Ray Olmo, the voice of the California Wealth Warrior Podcast, teams up with tax expert Ed Cotney from Olympus Tax to unveil the secrets of wealth management in California. Together they dive into the intricate relationship between business entities, trusts, and effective tax planning, offering a wealth of knowledge for those within or aspiring to join the ranks of California’s financially savvy.

Key Highlights:

• Trusts and Business Entities Combined: Discover how the California Private Retirement Plan Trust and smart use of corporations and LLCs can safeguard your assets and provide significant tax benefits
  
• Mastering Business Growth Challenges: Ed Cotney brings to light the complex tax realities in California, emphasizing advanced financial strategies crucial for business expansion and success
  
• Wealth Maximization Tactics: Learn how high-income business owners can benefit from C corporations for optimal tax planning and wealth preservation
  
• Steering Clear of Legal Traps in Business Structure: Understand the importance of accurate business entity structuring and explore the Management Services Organization (MSO) for robust legal protection and compliance
  
• Securing a Legacy: Explore key strategies in estate planning and structuring businesses for effective generational wealth transfer
  
• And much more!
  

Connect with Ray Olmo: 

• LinkedIn: Ray Olmo
  
• LinkedIn: TRUST-CFO
  
• Company Site: TRUST-CFO
  
• Facebook: TRUST-CFO
  
• Twitter: TRUST-CFO
  
• YouTube: TRUST-CFO
  

Connect with Edward Cotney: 

• LinkedIn: Edward Cotney
  
• Olympus Tax
  
• Tax Smart IRA
  
• Book: Tax Secrets Made Simple
  

About Edward Cotney:

Edward Cotney 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, he applied this practical knowledge to helping families implement advanced strategies to significantly reduce taxes, increase income and make a difference in the world.  He also completed the Business Enterprise Institute program to become a Certified Exit Planner.

Lauded for making the complex simple to understand, Ed is well known for providing continuing education classes to professional advisors across the nation. Some of those lectures can be found on YouTube. Ed is a popular speaker and participates in radio programs on the topic of Maximum Tax Control. 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.