Professional Edge

SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • 4.8 (4)
  • Investing
  • Updated Daily

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.

  1. 11h ago

    Wealth Alignment™ - Estate Planning S1

    No Estate Plan. No problem. The State will decide who inherits - not you. Do you really want that? 50% plus of individuals have NO estate plan. The other 50% - majority have a Last Will and Testament. Here is the real "gotcha": Wealth Alignment™ - Estate Planning. This is the next level of estate planning. Implement asset protection trusts and testamentary trusts so the surviving spouse cannot leave everything to the new spouse that you worked your lifetime to accumulate. Protect your estate from your spendthrift kids. Protect your assets for your surviving spouse who may not be able to manage the portfolio. You get the point. You don't need multiple millions of dollars to benefit from Wealth Alignment™ - Estate Planning. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will benefit: Wealth Alignment™ - Estate Planning. Will you inadvertently disinherit your children? If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in. Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make. Wealth Alignment™ when your Portfolio / Tax Reduction Strategies / Estate Planning are all coordinated into alignment by one set of professionals: Tax Attorney / CFP® / CPA.Uniquely qualified to provide you with a single cohesive clarified plan. One professional advisor. One Aligned Strategy. Zero Conflict. Call today, 404-250-9798, to begin benefitting from your personal Wealth Alignment™ analysis. To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Wealth Alignment™ : When your tax, estate and investment portfolio are all in sync via one set of professionals, Tax Attorney, CFP®, CPA, who see the whole picture.

  2. 4d ago

    Wealth Alignment™ S4

    Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™. Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals. Call today, 404-250-9798, for your Wealth Alignment™ Analysis. To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA

  3. 5d ago

    Wealth Alignment™ S3

    Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™. Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals. Call today, 404-250-9798, for your Wealth Alignment™ Analysis. To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA

  4. 6d ago

    Wealth Alignment™ S2

    Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™. Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals. Call today, 404-250-9798, for your Wealth Alignment™ Analysis. To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA

  5. Aug 10

    Wealth Alignment™ S1

    Be honest - your stockbroker is NOT licensed to give you tax advice. Your tax advisor cannot legally give you estate planning advice. Your attorney has no clue about taxes or investing. Simply, you're missing Wealth Alignment™. Estate Management Counselors, LLC is uniquely qualified, Tax Attorney / CPA/ CFP®, to provide their clients with Wealth Alignment™. Investment Management, Tax Reduction, Estate Planning: Three disciplines - one cohesive strategy - one set of professionals. Call today, 404-250-9798, for your Wealth Alignment™ Analysis. To a prosperous and happy 2026!! Sean G. Todd, Esq., M. Tax, CFP®, CPA

  6. Jun 4

    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®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

  7. Jun 3

    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®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

  8. Jun 2

    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®, CPA P.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

See All (173)

Ratings & Reviews

4.8
out of 5
4 Ratings

About

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.

Information

  • Creator
    SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Years Active
    2020 - 2026
  • Episodes
    173
  • Rating
    Clean
  • Copyright
    © Copyright 2026 SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Show Website
    Professional Edge