UNCHARTED with Steve Goodman & Jess Dewell
by Steve Goodman
CPA, MBA – President & Chief Executive Officer
Contact Steve today for more info.
Part of you is building your business for the legacy. Legacy to your family, to your name, to your community … to the dream you are making real every day with your hard work. Most wealth does not make more than one generation – and Steven Goodman, President of SHG Planning, Inc., shares a key reason: families do not talk about money enough, and there is a general avoidance of this messy yet important topic.
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.
