Creating a Great Succession Plan to Preserve Generational Wealth
by Steve Goodman
CPA, MBA – President & Chief Executive Officer
Contact Steve today for more info.
Sean Pan interviews the top real estate investors and professionals in the Silicon Valley Bay Area to give you the inside tips and tricks of the industry, enabling you to be ahead of the curve with your investments. Discover how you can create multi-generational wealth with actionable steps that will enable you to have the time and freedom to do what you love and to live your best life. There’s no wrong way to make money with real estate investing! Join me as a guest on Sean’s Everything Real Estate Investing Show as I discuss helpful tips for Succession Planning.
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.
