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MEMBER PROFILE

 

Irene Jozefowicz-Norton

Norton Advisory Group,Inc.

 

Member profile details

Membership level
Tri-State Individual
First name
Irene
Last name
Jozefowicz-Norton
Title
President
Company
Norton Advisory Group,Inc.
XPX Chapter Email Lists
  • Connecticut - Fairfield County News & Events
  • New York News & Events
 

CONTACT INFORMATION

City
New York
State
New York
 

PROFILE INFORMATION

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.
Why I/we support 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
Profession
  • Insurance
Functional Expertise
  • Estate planning
  • Exit/Transition Planning
  • Retirement
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Telecommunications
  • Wholesale/Distribution
Professional Certification(s)
ChFC,CLU
Transition Planning Certification or Methodology
None
In Business Since
1984
Business Focus
we critically evaluate, develop and adminster high-impact insurance, tax and estate planning solutions.
Client Results
Save our clients tens of millions of dollars in either capital gain taxes and estate taxes.
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