The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.
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.
The SECURE Act Becomes Law and Impacts Individuals
The SECURE Act includes the most sweeping changes to retirement accounts and planning in more than a decade. Designed to boost retirement savings, most of the changes are taxpayer-friendly measures for business and individuals.
Foundational Planning for Young Professionals and Families
Broaden your perspective on foundational planning with B&E’s Ryan Michaelis as he raises questions and shares insight on what you need to know now to have what you want, tomorrow.
Foundational Planning for Young Professionals and FamiliesRead More
Potential Tax-Saving Tips for Charitable Giving
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.
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. …
