Insights and actionable steps you can incorporate into your business.
Episodes
Tuesday Feb 16, 2021
Tuesday Feb 16, 2021
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.
- What do business leaders need to know to take advantage of the current estate tax exemption?
- What the right goals for wealth as it relates to transfers?
- Thinking about selling a business? When should you start planning?
- What is legacy planning and why you should care?
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