Legacy Professionals News
Recent Updates
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Edison Uschold, CPA was named Partner at Legacy, effective January 1, 2025. Uschold is a 2006 graduate of Marquette University. Edison serves employee benefit plan
- Legacy Firm News
John Kerulis was named Principal at Legacy, effective January 1, 2025. John works in the Payroll Compliance Audit Department out of the Firm’s Westchester office.
- Legacy Firm News
Peter Jurich, CPA was named Principal at Legacy, effective January 1, 2025. Peter works with employee benefit plans and labor organizations out of the Firm’s
- Legacy Firm News
The Beneficial Ownership Information (BOI) Reporting Requirements continue to evolve as it works its way through various judicial channels. Visit Beneficial Ownership Information Reporting |
- Emerging Tax and Regulations Alert, Individual Tax Alerts, News Flashes, Tax Info
Updates to Beneficial Ownership Information Reporting Deadlines – Beneficial Ownership Information Reporting Requirements Now in Effect, with Deadline Extensions In light of a December 23,
- Emerging Tax and Regulations Alert, Individual Tax Alerts, News Flashes, Tax Info
The Corporate Transparency Act (CTA) was enacted as part of the National Defense Act for Fiscal Year 2021. The CTA mandates entities report their beneficial
- Emerging Tax and Regulations Alert, Individual Tax Alerts, News Flashes, Tax Info
The following letter was sent via priority mail to Legacy clients who may be affected by this deadline: The Corporate Transparency Act (CTA) was enacted
- Emerging Tax and Regulations Alert, Individual Tax Alerts, News Flashes, Tax Info
From the IRS — Issue Number: IR-2024-288 WASHINGTON — The Internal Revenue Service will sponsor a free one-hour webinar designed to help the many businesses
- Individual Tax Alerts, News Flashes
Legacy Partners Eileen Brassil, Eric Baertsch, Michael Tiberi, Dani Tyler, Greg Wallenbecker, Eric Wallin, and Dave Zabrecky attended the International Foundation of Employee Benefit Plans
- News
The IRS has issued its 2025 inflation-adjusted contribution amounts for retirement plans in Notice 2024-80. Many retirement-plan-related limits will increase for 2025 — but less
- Tax Info
Hurricane Milton has caused catastrophic damage to many parts of Florida. Less than two weeks earlier, Hurricane Helene victimized millions of people in multiple states
- Emerging Tax and Regulations Alert, Tax Info
Are your not-for-profit’s board members independent? Your immediate response is probably, “of course.” But contrary to what many nonprofit leaders and staffers might think, director
- Nonprofit Updates
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