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Legacy Partners Tim Cibulka, Eileen Brassil, Eric Baertsch, Michael Tiberi, Eric Wallin, Edison Uschold, and Dave Zabrecky attended the International Foundation of Employee Benefit Plans

Are you age 50 or older? You’ve earned the right to supercharge your retirement savings with extra “catch-up” contributions to your tax-favored retirement account(s). And

Our Annual Tax Releases are posted. The Releases include: 2024 Automobile Rules Third Party Payments of Sick Pay W-4P and W-4R Release 2025 Rates &

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

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

Legacy Partners Tim Cibulka, Eileen Brassil, Eric Baertsch, Greg Wallenbecker, Eric Wallin, Megan Matthys, and Michael Tiberi attended the International Foundation of Employee Benefit Plans

Legacy Principals Jim Kemparas and Terry Truesdale are attending the IFEBP’s Collection Procedures Institute Nov. 14-15 in Miami, FL. Programming includes best practices, trends, and

Partners Tim Cibulka, Greg Wallenbecker, Eileen Brassil, and Eric Wallin attended the International Foundation of Employee Benefit Plans (IFEBP) U.S. Annual Conference in Las Vegas,

Many not-for-profits are understaffed in 2022, thanks to a labor shortage and pandemic-related budget shortfalls. Some organizations are filling the gaps with freelancers and contractors.

Legacy has received word from the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) that we have successfully completed two recent offsite audit inspections.

On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA). The $1.9 trillion law is intended to provide far-reaching relief