How Real Estate Professionals Can Preserve Wealth

Steve
by Steve Goodman

CPA, MBA – President & Chief Executive Officer

Contact Steve today for more info.

I was recently interviewed by Matthew Ma from the The Truth About Real Estate Podcast. Listen to our conversation to learn more about wealth preservation, business succession, and estate planning for real estate professionals!

Steve

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.

Email Steve today for the business succession planning you deserve.

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