Legacy Principals Jim Kemperas and Terry Truesdale attended the International Foundation of Employee Benefit Plans’ Collection Procedures Institute from September 25 – September 26 in Boston, MA. The Institute provided information for benefit plan professionals on how to fulfill their fiduciary responsibility to collect benefit payments. Session topics included best practices, trends, and legal and ... Read More ›
Congratulations to our client, Kinsey Robinson, who has been honored with the Union Sportsmen’s Alliance (USA) Lifetime Achievement Award. Kinsey is a co-founder and current board member of the USA and the international president of the United Union of Roofers, Waterproofers, and Allied Workers. Click here to read more.
Legacy Professionals Partners Bob Cann and Eileen Brassil and Manager Tim Fagan attended the AICPA Employee Benefits Conference May 6-8 in New Orleans, LA. The agenda covered updates on employee benefit plan audit and tax quality and more.