OC TALK RADIO

https://www.podbean.com/media/share/pb-n5sby-faed04

Join me and my guest, Heath Goldman, CEO of ICON Wealth and Legacy Partners for insights on the following, plus many more questions.  Don’t wait to plan…plan for success.

1. What do business leaders need to know to take advantage of the current estate tax exemption?
2. What the right goals for wealth as it relates to transfers?
3. Thinking about selling a business? When should you start planning?
4. What is legacy planning and why you should care?

This entry was posted on February 16, 2021 at 2:33 pm and is filed under Business Growth Cafe with tags Branding, Business Growth, Messagi..., Sales Performance. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.