Family Business Today Podcast: Episode 49: Preserving Your Legacy and Wealth
by Steve Goodman
CPA, MBA – President & Chief Executive Officer
Contact Steve today for more info.
For more than 30 years, Steven Goodman, President, and CEO of SHG Planning has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently services hundreds of clients focusing on the needs of owners of closely-held businesses and high net worth individuals. Steven is the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation, has written numerous articles for leading trade journals and has been a part of some 150 seminars about business succession and wealth preservation.
In this episode of Family Business Today, Steven will share:
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How many family business owners put off planning for ownership in the future to avoid family conflict in the present
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That establishing planning begins with a founder who is willing to plan
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The details surrounding transferring your family business to non-family owners
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How to avoid common tax pitfalls in buy-sell agreements
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How to choose the right guardians and trustees and ask the right questions when making a will
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And more…
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.
