Safe Space with Francesco Lombardo Podcast: Trials and Tribulations of Succession Planning

Jun 1, 2020

Steven 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. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate planning clients for over 30 years. He also holds an MBA from Fordham University and was a supervisor for KPMG Peat Marwick.

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, Helene, 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.


Trials and Tribulations of Succession Planning