Ed Lloyd & Associates, PLLC

Ed Lloyd & Associates, PLLC Accounting Specialist - CPA, Tax Reduction Strategist – $50k to $500K+ Annual Tax Reduction We start with an assessment of your current situation.

Dental Accounting Specialist - CPA, Tax Reduction Strategist, Investor, Virtual CFO, and Value Builder – Average Annual Client Tax Reduction of 42% or $54,583 !!

** Dental Nachos Sponsor **

Discover the proven ELA system and strategies to generate increased profits and cash flow for your business. We provide tax reduction, real-time accounting, and tax free retirement for business owners in the dental and service industries. Where are you wasting money? How much can we recapture for you? How can we plan for tax efficiency and piece of mind for your future planning needs? Is your accounting system working as it should? Is your business producing the value for you it should? And your initial analysis is FREE. Click Here: https://go.oncehub.com/NewClientConsult

We provide specialized solutions to:
• Dentists
• Dental Practices
• Medical
• Service-Based Businesses

Certifications Include:
• Certified Value Builder™
• Certified Tax Strategist™
• Accredited Business Advisor
• Next Generation Accounting Firm™

Business Advisor | Strategic Tax Planning | Business Mastery | Tax Reduction | Real-Time Accounting | CFO Growth Services | Dental CPA

Helping Business Owners to Rescue Wasted Tax Dollars

10/02/2026

Opportunity Zone Benefits: 3 Layers Explained Easily

Unpack the Opportunity Zone benefit with our 3-layer explanation. Learn how to defer, reduce, and eliminate taxes on capital gains through qualified funds. Maximize your investment growth, tax-free.

Book Your Strategy Call: https://elcpa.com/call

10/01/2026

Opportunity Zone: Founders' Secret Wealth-Building Strategy Revealed

Many founders miss a crucial 180-day window post-sale, impacting future wealth. We unveil the 'opportunity zone' decision and why mastering it leads to significantly more wealth than others.

Book Your Strategy Call: https://elcpa.com/call

09/30/2026

Opportunity Zone Tax Benefits: Inspect the Ship Before Buying

Opportunity zones offer a great ticket to investment, but it's not the ship itself. Understand the sponsor, track record, project details, debt, fees, and exit strategy before committing any funds. This ensures real planning beyond industry

Book Your Strategy Call: https://elcpa.com/call

09/25/2026

SELL Your Business: Tax Secrets REVEALED for Max Profit!

This video explains how to proactively build a strong business valuation for a future sale by focusing on clean record-keeping, documenting recurring revenue, and connecting tax strategy with exit strategy to provide proof of value rather than just explanations.

Book Your Strategy Call: https://elcpa.com/call

09/24/2026

Stop Buyers Using Your Tax Returns Against You!

This video series explains the disconnect between tax returns and business valuation, highlighting how CPAs often fail to bridge this gap, leaving business owners vulnerable to buyers who exploit low taxable income figures.

Book Your Strategy Call: https://elcpa.com/call

09/23/2026

Founders: Your Tax Return is NOT Your Business Price Tag!

This video explains why founders often misunderstand the valuation of their business, emphasizing that buyers need concrete proof of add-backs, not just explanations, and highlights the importance of detailed documentation for a successful business exit.

Book Your Strategy Call: https://elcpa.com/call

09/19/2026

QSBS Trap: Service Businesses MUST Know This Before Restructuring!

This video explains the qualification gate for service businesses, emphasizing that QSBS is primarily for builders and detailing exclusions based on reputation and skill, which are critical for service business owners to understand.

Book Your Strategy Call: https://elcpa.com/call

09/18/2026

QSBS Strategy: Don't Convert Your C-Corp for Tax-Free Exit!

The video explains that converting to a C-Corporation is not always the best strategy for QSBS eligibility, as it only protects future growth, not already built value, making it an early-stage timing strategy.

Book Your Strategy Call: https://elcpa.com/call

09/17/2026

Sell Your Business With $0 Tax? The QSBS Secret!

This video explains Section 1202 of the tax code, also known as Qualified Small Business Stock (QSBS), which allows business owners to sell their company and pay zero federal income tax on gains up to $15 million, and discusses how to determine if your business qualifies.

Book Your Strategy Call: https://elcpa.com/call

09/11/2026

Asset Sale vs Ownership Sale: Avoid This Tax Trap!

Buyers often push for asset sales to gain tax advantages. Understand the difference between asset and ownership sales, and ensure your negotiation protects your tax interests. Don't let their first draft dictate your tax bill.

Book Your Strategy Call: https://elcpa.com/call

Address

103-A Waxhaw Professional Park Drive
Waxhaw, NC
28173

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 2:30pm

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