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Charles Goldblum, CFP, CFA
Independent
Tax Consulting
Tax Consulting
Bio
Chuck runs Hurley Capital, LLC, a firm that advises business owners and sellers on tax planning, financial planning, budgeting, investing, and private company stock. Before, during, and after the sales process, Chuck can help provide owners and their tax and estate advisors find the right strategy to fit the owner’s goals. Furthermore, as owners contemplate lower income and higher expenses post-close, Chuck helps owners plan the use of deal proceeds to provide for retirement or further investment endeavors.
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