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Monthly Archives: November 2017

Waiting on Washington to make estate tax changes? You might die first

November 30, 2017

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Martha leads HK’s succession and exit planning services division and is a regular contributor to Wisconsin’s InBusiness digital magazine. Washington is buzzing right now about proposed federal tax legislation. One of the key elements of the bill being considered proposes changes to the estate

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Plan before attracting a new employee with stock

November 30, 2017

By Martha Sullivan, CPA, CVA/ABV, CM&AA, CEPA Partner, Succession Planning Practice Leader Martha leads HK’s succession and exit planning services division and is a regular contributor to Wisconsin’s InBusiness digital magazine. A few weeks ago, the president of a large family-owned company mentioned the owners were considering offering ownership to a high-level executive they wanted to

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