B&E’s Vice President Laura Maksymkow provides three tips on charitable giving relevant to the tax law changes and with your best interest in mind.
Resources
As always, we appreciate the opportunity to discuss your financial needs with you. However, there may be times when you want to research a topic at your own pace. Our online resource library contains case studies, educational videos, and news and information to help you improve your financial well-being. If you don’t find what you are looking for, please feel free to contact us.
Golden Handcuffs
Background: In this tight labor market, top talent of companies are being hit hard by executive search firms to go work elsewhere. Businesses need to get proactive and creative about retaining their top talent as those folks are essential to their current and continued growth and success. Our Case: B&E has been engaged with this …
Critical Documents for Your Children & Your Parents
In this segment, B&E President Sarah Kaelberer shares critical documents you want in place not only for aging parents but for children age 18 and older.
Critical Documents for Your Children & Your ParentsRead More
Multi-Generation Succession
Background: A family business we have worked with for years had one owner ready to retire and now facilitates a 4th Generation Succession. The owner ready to retire has been involved in the business for close to 50 years, so his exit was quite emotional! The transition would need to be one that not only had the proper legal structure and financial benefits but confirmed this family legacy was carried on and all parties felt appreciated and respected in the transition. It’s rarely just about the numbers!
Adjusting Your Business Value
Background: A long-time business client had not updated their business’ value in a few years, so when they decided to make the necessary updates, the value had significantly increased. While this is a great problem to have, it does create additional issues in the entire business plan; specifically in this case relative to insurance coverages. …
Creative Compensation Strategies to Retain Key Employees
In a tight labor market, what strategies beyond your health care and retirement plans can help companies retain their most critical employees? B&E President Sarah Kaelberer offers creative compensation strategies to recognize and retain a lasting relationship with key employees — with your best interest in mind.
Creative Compensation Strategies to Retain Key EmployeesRead More
Skip-A-Day
Thank you, to all who joined us for a fun day of golf at our 35th annual Skip-A-Day of Work event. Check out our photo gallery.
See you next year.
Succession Planning and Celebrating the Future
In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come! Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.
