Legacy Professionals News
Recent Updates
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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
If you have a child or grandchild planning to attend college, you’ve probably heard about qualified tuition programs, also known as 529 plans. These plans,
- Tax Info
Early voting for the 2024 election has already kicked off in some states, but voters are still seeking additional information on the candidates’ platforms, including
- Individual Tax Alerts, Tax Info
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement
- Employee Benefit Plan News, Tax Info
We are so pleased to announce the 2024 Donna A. Hubert Memorial Scholarship recipients are Elizabeth McAuliffe, DePaul University and Pravani Pradhan, Augustana College. Our
- Legacy Firm News, Press Releases
The deadline for most not-for-profits to file Form 990 with the IRS (May 15, 2024) has come and gone. Assuming your organization operates on a
- Nonprofit Updates, Tax Info
Legacy Partner Michael Tiberi is scheduled to speak at the IFEBP’s upcoming Accounting and Auditing Institute for Employee Benefit Plans June 24-26, 2024 in Las
- News
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