Business Succession and Estate Planning
by Steve Goodman
CPA, MBA – President & Chief Executive Officer
Contact Steve today for more info.
I was recently interviewed by Seyla and Aileen on the How Did They Do It? Real Estate podcast. Listen below to learn more about maintaining the value of your estate so that it can be passed down to your loved ones when the time comes, as well as creating advance plans and determining who should inherit your assets!
CPA, MBA – President & Chief Executive Officer
About Steve Goodman
For more than 30 years, Steven has provided insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals.
He's been featured in the New York Times and is an accomplished speaker and has presented over the years to many organizations and professional groups on efficient business succession, estate planning issues and tax strategies. Steven is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick, and holds an MBA from Fordham University.
