• Menu
  • Skip to left header navigation
  • Skip to right header navigation
  • Skip to main content
  • Skip to footer

Before Header

Business & Estate Advisers, Inc.

  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Erica Anderson
    • Jackie Riddell
    • Trish Duc
    • Craig Wymore
    • Brittany Alexander
  • Events
    • Skip-A-Day
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
  • Contact
  • Search

Mobile Menu

  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Erica Anderson
    • Jackie Riddell
    • Trish Duc
    • Craig Wymore
    • Brittany Alexander
  • Events
    • Skip-A-Day
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
  • Contact
  • Search
You are here: Home / Resources
The SECURE Act Becomes Law and Impacts Individuals

The SECURE Act Becomes Law and Impacts Individuals

January 27, 2020 //  by B&E

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.

The SECURE Act Becomes Law and Impacts IndividualsRead More

Video graphic with play button

Foundational Planning for Young Professionals and Families

December 19, 2019 //  by B&E

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

Video Button

Potential Tax-Saving Tips for Charitable Giving

September 4, 2019 //  by B&E

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.

Potential Tax-Saving Tips for Charitable GivingRead More

Case Study - Golden Handcuffs

Golden Handcuffs

July 29, 2019 //  by B&E

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 …

Golden HandcuffsRead More

Video Button

Critical Documents for Your Children & Your Parents

July 10, 2019 //  by B&E

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

June 15, 2019 //  by B&E

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!

Multi-Generation SuccessionRead More

Case Study image

Adjusting Your Business Value

May 15, 2019 //  by B&E

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. …

Adjusting Your Business ValueRead More

Video Button

Creative Compensation Strategies to Retain Key Employees

May 13, 2019 //  by B&E

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

  • « Go to Previous Page
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Interim pages omitted …
  • Go to page 6
  • Go to Next Page »

Footer

Phone: (952) 475-0440
Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

logo-horizontal

Privacy Policy
Accessibility Statement
Sitemap

Site Footer

Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

View our website's Legal Disclaimer and Privacy Notice pages. © 2021 Business & Estate Advisers, Inc. - All Rights Reserved. - Log in