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Professional Edge

Professional Edge

Hosted by SEAN G. TODD, Esq., M. Tax, CFP®, CPA

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Episodes

168

Latest episode

Jun 2026

Language

EN

About the show

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want to make better decisions? Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

Listen to episodes

60 recent
June 4, 202614 min

Why Evaluate Your Risk S4

Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide.As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice?The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple.Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management.Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

June 3, 202613 min

Why Evaluate Your Risk S3

Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide.As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice?The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple.Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management.Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

June 2, 202612 min

Why Evaluate Your Risk S2

Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide.As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice?The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple.Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management.Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

June 1, 202613 min

Why Evaluate Your Risk S1

Your safe and secure retirement is your responsibility. It's easy to only focus on the positives. This is where a Tax Attorney / CPA mindset significantly differs. What are the Risks? That's our focus. How best to mitigate risk. As in your portfolio, what steps can you protect from the downside? Simply holding a mutual fund or a stock that has done well in the past does not lock any of this gain in or provide any protection from a market slide.As a Tax Attorney/ CPA - coordinating your tax planning with your portfolio management is another key aspect Estate Management Counselors, LLC does for their clients. Why are you still working with your finance person who is not licensed to give you integrated tax advice or integrated estate planning advice?The risk of loss could be 100%. Yes, 100%. Wrong beneficiary designation and you could disinherit your kids. It's that simple.Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage: Aligned Weath. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management.Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

April 23, 202614 min

What's The Plan? S4

Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

April 22, 202613 min

What's The Plan? S3

Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

April 21, 202614 min

What's The Plan? S2

Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management. Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

April 20, 202613 min

What's The Plan? S1

Your safe and secure retirement is your responsibility. The essence of this podcast - make your plan today so you can enjoy tomorrow. Put time on your side and stop procrastinating. Having one set of professionals advise you on portfolio management, tax reduction strategies and your estate planning that the EMC Advantage. Integrating all these disciplines together gives our clients The EMC Advantage. Your stockbroker is NOT licensed to give you tax advice. Your tax advisor is not a Tax attorney. Your attorney doesn't understand income tax or portfolio management.Doesn't it make absolute perfect sense to have all three: Investment / Tax / Estate Planning coordinated? If you say no - then the EMC Advantage is not for you. The next step, whether you are in Atlanta or in Fargo, North Dakota, is to call our office 404-250-9798 to have a conversation to see how your planning can benefit from the EMC Advantage.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

March 19, 202615 min

Investment Portfolio Concerns S4

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

March 18, 202615 min

Investment Portfolio Concerns S3

You don't know what you don't know. 2023, 2024 and again 2025 provided double digit stock market returns. How have you locked in all these gains? As a conservative investor, I know you are having doubts about the sustainability of continued market gains. Listen in to learn what financial tools you can implement to protect your "chips on the table". You don't necessarily want to exit the market as AI has created another "gold rush" and the FED is considering another 25 basis point cut in the Federal Funds rate. You're confident but also risk conscious. Take the opportunity to speak with Estate Management Counselors and have a candid conversation as to what is the best strategy to address the risk in your portfolio. Call 404-250-9798 today to schedule your initial free consultation.Estate Management Counselors, LLC has a fiduciary duty to act in client's best interest. Stockbrokers do not have this legal standard - they merely have to provide you with "suitable" investment advice. Do you want in your "best interest" or just "suitable"? Estate Management Counselors is licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 404-250-9798.A unique offering we are providing to our listeners: The Logical Plan™To a prosperous and happy 2026!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

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