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Ep 63: Small Business Wealth Building, Steve Goodman, SHG Planning
Manage episode 404334305 series 3555728
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Steve Goodman is passionate about providing 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.
For more than 30 years, Steve 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.
Steve currently serves hundreds of clients, has authored numerous trade articles for leading trade journals, and has paired with some of the most respected names in banking and finance-among them, JP Morgan Chase – to sponsor some 150 seminars about business succession and wealth preservation. His accomplishments have brought the attention of such publications as the New York Times. Steve is a CPA who was vice president of the Trust and Investment Division of JP Morgan Chase and a supervisor for KPMG Peat Marwick. He holds an MBA from Fordham University.
Steve is also an accomplished speaker and has presented to major CPA Firms, Law Firms, Financial Planning & Trade Associations on topics such as efficient business succession, estate planning issues, and tax strategies.
He lives in Brookville, LI with his wife, Helane, and has two grown children. He frequently contributes to charities that provide education for underprivileged children. and has personally seen to the higher education of less fortunate youths. In his spare time, he’s a reader.
Learn more about Steve Goodman, and SHG Planning at https://shgplanning.com/
See omnystudio.com/listener for privacy information.
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