My guest today is Steven Goodman. Steven provided insightful solutions about 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 currently serves over 200 clients. He shared a lot of great information on succession planning, life insurance, will or trust, and wealth preservation. We also discussed his business background, the biggest challenges he faced, how he overcome those challenges, and the best moments of his business.
For more than 30 years, Steven Goodman 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 currently serves over 200 clients. Steven Goodman 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. Steven Goodman 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.