SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Professional Edge

Business EN ↓ 184 episodes

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.

Be sure to visit the podcast's website and support the creator: www.emcadvisors.com

Author

SEAN G. TODD, Esq., M. Tax, CFP®, CPA

Category

Business

Podcast website

www.emcadvisors.com

Latest episode

Oct 22, 2026

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Episodes

Wealth Alignment™ - Risk Analysis S4 22.10.2026

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 i...

Wealth Alignment™ - Risk Analysis S3 21.10.2026

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 i...

Wealth Alignment™ - Risk Analysis S2 20.10.2026

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 i...

Wealth Alignment™ - Risk Analysis S1 19.10.2026

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 i...

Wealth Alignment™ - Investment Portfolio S4 03.09.2026

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 i...

Wealth Alignment™ - Investment Portfolio S3 02.09.2026

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 i...

Wealth Alignment™ - Investment Portfolio S2 01.09.2026

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 i...

Wealth Alignment™ - Investment Portfolio S1 31.08.2026

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 i...

Wealth Alignment™ - Estate Planning S4 20.08.2026

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 lea...

Wealth Alignment™ - Estate Planning S3 19.08.2026

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 lea...

Wealth Alignment™ - Estate Planning S2 18.08.2026

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 lea...

Wealth Alignment™ - Estate Planning S1 17.08.2026

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 lea...

Wealth Alignment™ S4 13.08.2026

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, Es...

Wealth Alignment™ S3 12.08.2026

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, Es...

Wealth Alignment™ S2 11.08.2026

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, Es...

Wealth Alignment™ S1 10.08.2026

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, Es...

Why Evaluate Your Risk S4 04.06.2026

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 i...

Why Evaluate Your Risk S3 03.06.2026

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 i...

Why Evaluate Your Risk S2 02.06.2026

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 i...

Why Evaluate Your Risk S1 01.06.2026

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 i...

What's The Plan? S4 23.04.2026

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 Advanta...

What's The Plan? S3 22.04.2026

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 Advanta...

What's The Plan? S2 21.04.2026

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 Advanta...

What's The Plan? S1 20.04.2026

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 Advanta...

Investment Portfolio Concerns S4 19.03.2026

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...

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