Succession Planning – Next Steps

Advisory | Glenn L. Friedman | Steven Bernknopf | Jun 03, 2022

Don’t miss the FPANJ’s Panel Discussion “Succession Planning – Next Steps” on June 15th, featuring Glenn L. Friedman and Steven Bernknopf. The panel will discuss the succession planning process after the valuation has been agreed on, like term structure, the transition of responsibilities, and the seller’s exit strategy. Click here to register today.


Top Ten Year-End Tax Planning Checklist

As the year draws to a close, taking proactive steps in your financial planning can significantly impact your tax liability. This checklist provides a guide to key strategies that individuals can consider before the end of the year to potentially decrease their income tax. By strategically managing income, deductions, and investments, you can optimize your tax situation and position yourself for a more tax-efficient financial future.

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