Family Business Center

Family Business Center

The Fiscal Cliff: What Happened and How it Affects You

Friday, February 8, 7:30 AM

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Wondering how the recent decisions made in Washington affect your business, employees and family? Join us for this practical session with a financial planner and a CPA who work closely with family businesses. You’ll leave understanding what the new laws are and how they affect your business and family.

Speakers:

Craig Kleis, principal at Bernstein Global Wealth Management

Craig Kleis is a financial advisor in Bernstein’s Minneapolis office and is responsible for providing investment and wealth planning advice to individuals and families and their trusts, estates, foundations, endowments and pension plans. In conjunction with Bernstein Global Wealth Management Group, he provides counsel to clients and their professional advisors on a variety of matters, including tax and estate planning, multigenerational asset allocation, individual and corporate retirement planning and the sale of closely held businesses.

Prior to joining Bernstein, Kleis held sales and marketing leadership roles for a technology company and a medical device company. Before that, he worked in public accounting as an auditor for Price Waterhouse.

Kleis is a Minnesota native. He received a BBA in accountancy from the University of Notre Dame and an MBA from the University of Minnesota’s Carlson School of Management.

Kevin Besikof, CPA, CVA, CMA, CLP, CFF, partner at Lurie Besikof Lapidus & Co.

Kevin Besikof is a partner at Lurie Besikof Lapidus & Company, LLP. He delivers a wide breadth of accounting, tax and consulting services. He has experience in a variety of industries including advertising, legal services, apparel, licensing, recycling, consulting, manufacturing and distribution. His proactive team-based approach helps entrepreneurs achieve their business and personal goals.
 
Besikof graduated from the University of Wisconsin with a master's in accounting and a bachelor of business administration degree in accounting. He currently serves as the vice president of finance and human resources for a local nonprofit and on the board of a Minneapolis-based sports management firm, as well as local nonprofit organizations. He is a 2010 recipient of the Minneapolis/St. Paul Business Journal’s “Forty Under Forty” award.

Event Details:
Friday, February 8, 7:30 AM

University of St. Thomas
Opus College of Business
1000 LaSalle Ave
Opus Hall
Room 201
Minneapolis, MN 55403

Register now »