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Recent Updates

Year-End Tax Releases

Jan 11 in Tax Info, Year End Tax Releases

Our Annual Year-End Tax Releases are posted on our website: Annual Tax Releases in the Publications & Resources section.

The Releases include: Wage and Tax Reporting Forms W-2 and W-3 Information Reporting Forms 1099, 1096, and 5498 2018 Automobile Rules Third Party Payments of Sick Pay Form W-4P Withholding on Pension and Annuity Payments 2019 Rates ... Read More ›

IRS Extends Due Date for Employers and Providers to Issue Health Coverage Forms to Individuals in 2018

Jan 05 in Tax Info

The IRS, in Issue Number IR-2017-209 has posted the following information:

The IRS announced today that it has extended the 2018 due date for certain entities to provide 2017 health coverage information forms to individuals. Insurers, self-insuring employers, other coverage providers, and applicable large employers now have until March 2, 2018, to provide Forms 1095-B ... Read More ›

Lisa R. Volland, CPA Named Partner

Jan 02 in Legacy Firm News, Press Releases, Tax Info

Lisa R. Volland, CPA, has been named Partner at Legacy Professionals LLP as of January 1, 2018.  Volland works in the Legacy Tax Department and specializes in federal and state taxation of closely-held corporations, partnerships, trusts, estates, and individuals.  One area of expertise is the tax and foreign reporting of unrelated business income (ubi) from alternative ... Read More ›

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