Oil and Gas Investor Summit

Menu
VIP Speakers
Access VIP Vault
VIP Speakers
Access VIP Vault
Menu
VIP Speakers
Access VIP Vault
Menu

OUR SPECIAL GUEST

Ed Lyon

Innovator in Proactive Tax Planning and Expert Advisor to Financial Professionals

VIP Speakers
Access VIP Vault

Ed Lyon is a distinguished tax strategist, consultant, and educator with over two decades of experience revolutionizing how tax planning is approached in America. Recognized for his dynamic ability to transform complex tax concepts into accessible, actionable strategies, Ed has empowered thousands of financial professionals and business owners to take control of their tax outcomes.

Ed's journey began in 2005 when he founded TaxCoach Software, the first platform to offer clients clear, plain-English tax-saving strategies rather than the typical, impenetrable spreadsheets. Through TaxCoach, Ed has trained over 3,000 accountants and financial advisors in proactive tax planning, helping them build their practices by delivering real value to their clients. His influence is evident as many of his former students have created successful tax training programs, tracing their roots back to Ed's groundbreaking work.

In 2015, Ed took his vision further by merging TaxCoach into Financial Gravity Companies, Inc., where he continues to serve as Chief Tax Strategist and Director. At Financial Gravity, Ed developed the Certified Tax Master® program, providing CPAs and EAs with advanced tax planning strategies and training. This program equips tax professionals to offer proactive services that save clients tens of thousands of dollars annually, distinguishing themselves in a crowded marketplace.

In 2023, Ed took his impact to the next level by joining Excel Empire as Chief Tax Architect. In this pivotal role, he leverages his extensive expertise to create innovative tax strategies and certification programs, helping financial service professionals elevate their practices to new heights. His future contributions are sure to be both exciting and impactful.

Ed has authored over ten books on marketing and delivering tax planning services throughout his career. He has made over 500 media appearances, including CNN, Fox News, MSNBC, and CNBC interviews. He is a sought-after speaker, delivering hundreds of live presentations to various audiences, including accountants, financial professionals, and business owners. Ed’s presentations are known for their clarity, insight, and actionable advice, helping attendees achieve significant tax savings and improve their financial well-being.

Ed’s commitment to education and innovation in tax planning has made him a trusted advisor and thought leader in the financial services industry. Whether through his books, media appearances, or live presentations, Ed Lyon continues to challenge the status quo, advocating for a proactive, strategic approach to tax planning that benefits both clients and professionals alike. His significant impact on the industry commands respect and admiration.