Professional Edge

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

    14 min

  2. 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

    14 min

  3. 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

    13 min

  4. Jun 1

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

    14 min

  5. Apr 23

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

    14 min

  6. Apr 22

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

    14 min

  7. Apr 21

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

    15 min

  8. Apr 20

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

    13 min
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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
    168
  • Rating
    Clean
  • Copyright
    © Copyright 2026 SEAN G. TODD, Esq., M. Tax, CFP®, CPA
  • Show Website
    Professional Edge