Advisors who engage business owners years before a liquidity event can shift tax and estate outcomes by millions of dollars
Gregg Greenberg is a multimedia anchor and retirement & planning editor at InvestmentNews. He specializes in finance, personal finance, investment strategies, and economic policy, often exploring topics such as retirement planning, wealth management, and alternative investments. Gregg's insights have been featured in Global Finance Herald, Wealth Professional Canada Magazine, and Mortgage Professional America, among others.