Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
New York, New York
Contact
How to contact
irene@nortonadvisorygroup.com
Professional Profile
Call Me When
You are looking for ways to eliminate capital gains taxes on an anticipated liquidity event, as well as, moving large tranches of assets out of one's estate at deep discounts.
Professions
Insurance
Functional Expertise
Estate planning
Retirement
Exit/Transition Planning
Business Focus
we critically evaluate, develop and adminster high-impact insurance, tax and estate planning solutions.
Professional Certification
ChFC,CLU
Transition Planning Certification or Methodology
None
Client Industries
Business Services
Computer/Electronics
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Telecommunications
Wholesale/Distribution
Client Results
Save our clients tens of millions of dollars in either capital gain taxes and estate taxes.
Chapter information
Membership
New York + Tri-State Individual
Member since
Member for 1 year
Why I'm a Member of XPX
To help successful business owners keep more o their hard earned money when planning to sell their business by engaging in some sophisticated planning
Make XPX Part of Your Business Plans
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