Monthly Archives: January 2020

SECURE Act: What’s changed?

January 16, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed at the end of December 2019. The goal is to expand retirement savings opportunities to more people, and to accelerate tax revenues as a means to pay for the proposed changes. This is a high level overview of changes. Talk to


5 ways to combat project-driven PTSD

January 30, 2020

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. 2019 went out with a bang. I found myself, with other members of my team, on the final lap of a six-month marathon client project which demanded a