On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!
SIMPLE Gets Easier!
Background: Technically, there are eight different styles of retirement plans that could be established for small businesses. Each type has separate rules, regulations, and requirements. Based on the employer’s goals, they can have employer contributions as little as $0 or as high as over 25% of total payroll. We can often combine types of plans to get even higher employer contributions, if desired.
Skip-A-Day 2021
It was a delight to be in person at Pebble Creek Golf Club for Skip-A-Day 37! Cheers to each of you who skipped a day of work for the friendly outdoor golf competition, followed by drinks and walleye dinner.
B&E Helps Clients Gather Essential Tax Information
Are you getting your documents ready for your tax preparer? Let us help save time, simplify the process of gathering the information and provide secure accurate information.
Business Transition – The Good, The Bad and The Ugly
Background: A silent business partner passed, leaving his shares equally to his two children. The current active business partner runs the business. The silent partner’s children know very little of the activity of the business. One of the two kids would simply like to “cash out” indicating he would accept $20,000 for his shares. This is The Good!
Business Transition – The Good, The Bad and The UglyRead More
All-In Charity Poker
On December 2nd, B&E hosted an online charity poker and happy hour event. Players raised $2,400 which B&E matched dollar for dollar. Find out who won!
Long-Term Care Strategies
Background: Long-Term Care (LTC) expenses are one wildcard that can significantly alter the course of a client’s financial future. Often times if someone has indications of needing care or significant …
Skip-A-Day
Thank you, to all who sent photos with your B&E hat and walleye in honor of our 36th annual Skip-A-Day of Work event. Check out our photo gallery.
See you next year.