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Steven Goodman


Steve Goodman is a CPA and CFP® Practitioner and founded Goodman Financial Corporation in 1989 as a fee-only firm delivering client service as fiduciaries. He serves as president of the 19-person firm which employs eight CPAs, seven CFP® Practitioners and three CFAs in providing financial advisory and money management services under a single fee structure, managing $550 million with a greater than 95% average annual client retention ratio. He is a past chairman of the Texas Society of CPAs, past president of the Houston CPA Society and former member of the governing council of the AICPA. He is a longtime member of the Houston Estate & Financial Forum and the Charitable Gift Planners of Houston. Prior to Goodman Financial Corporation, Steve worked in the Big 4 public accounting firm Ernst & Young as a tax consultant. He holds a Master’s of Science in Accountancy and Taxation as well as a Bachelor of Science from the University of Houston.

Product Type
On Demand

Tax Efficiency in Investing


Total Credits: 1.8 including 1.8 Finance - Technical

Average Rating:
   224
Categories:
Financial Planning |  On Demand Pass |  Tax
Faculty:
Steven Goodman
Duration:
1 Hour 32 minutes
Price:
$74.00 - Member

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