If you have clients who are business owners, you’re probably used to discussing taxation, succession planning, and other intricacies. But what if their businesses are in declining industries?
It happened a lot during the pandemic—businesses that failed through no fault of their owners.
So how can advisors help these clients weather the storm?
Jason Katz is a CPA, CFP®, and CEPA-certified Wealth Advisor & Principal at Bartlett Wealth Management, specializing in tax planning, financial planning, and estate planning. He particularly enjoys helping multigenerational families, corporate executives, and small business owners achieve financial peace of mind. Outside of Bartlett, Jason enjoys playing tennis and golf and is co-founder of the Indiana-based Cardinal Spirits distillery. He lives in Madeira with his wife, Julie, and their son and daughter.
Learn more about Jason.
