From The Desk Of Sean G. Todd Tax Attorney/ CPA / CFP®

2024 Market Conditions Dictate That It's More Critical Than Ever To Have Your Financial, Estate And Tax Planning in Sync

IF YOU HAVE SIMPLY....

  • Sat idle making no portfolio adjustments 

  • Held your loosers hoping for a turnaround

  • Missed Out On Creating A Tax Asset

  • Named Your Spouse As Your 401(K) Primary Beneficiary

CLICK HERE FOR THE BUNDLE

WATCH THIS VIDEO

THE BUNDLE

PORTFOLIO ANALYSIS

The Fed's actions (interest rates and monetary policy), record inflation - the looming National Debt, $35.8 Trillion crisis....What adjustments have you made to your portfolio? 

MINIMIZE TAXES

Tax prep is NOT tax planning.  Overpaying the IRS? It's not what you make, it's what you keep - that's the true measure. Do you have the right investments in the wrong account?

ASSET PROTECTION

Will a lawyer in a cheap suit get your assets?  Will your ex son or daughter-in-law get your assets?  What if your spouse remarries when you are gone:  What now?

ESTATE PLANNING

50% of all individuals have NO Estate Plan.  Will you disinherit your spouse, kids or worse your grandchildren? Avoid probate / avoid ancillary probate.

ACT NOW TO SAVE THOUSANDS OF DOLLARS

AND TO PROTECT WHAT YOU HAVE LEFT

CLICK HERE FOR THE BUNDLE

Introducing Sean ....

Sean G. Todd

Tax Attorney/ CPA / CFP®

Host of the Professional Edge Radio Show and Podcast

Sean G. Todd draws upon the substantial knowledge of tax and financial planning which he gained in his 20+ years of practice.  Sean is a licensed attorney with a Master of Taxation degree.  Sean is also a licensed Certified Financial Planner™ practitioner and a Certified Public Accountant.  He has extensive experience in the areas of Tax, Estate and Financial Planning.  Sean has been an adjunct professor at Oglethorpe University and Emory University in Atlanta.  He is currently teaching Federal Income Tax Planning at The University of Georgia.

 

Sean earned his Bachelor of Science in Business from Indiana University and his law degree from Ohio Northern College of Law.  In addition, Sean continued his education with a specialization in tax by earning a Master of Taxation degree from The University of Akron.  Sean has been a featured speaker at the National Self Storage Association meeting in Las Vegas, Nevada on several occasions.  He also lectures on topics dealing with estate and financial planning and the new tax laws.

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NO COST ---- NO OBLIGATION

THE BUNDLE

ACT NOW TO SAVE THOUSANDS OF DOLLARS

AND TO PROTECT WHAT YOU HAVE LEFT!!!

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NO COST ---- NO OBLIGATION

THE BUNDLE

ACT NOW TO SAVE THOUSANDS OF DOLLARS

AND TO PROTECT WHAT YOU HAVE LEFT!!!

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

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