November 14, 2022

Jim Kemperas and Terry Truesdale attend IFEBP Collection Procedures Institute

News

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 legal and legislative updates for trustees and plan professionals with regard to collecting benefit payments.

Related Recent Updates

January 19, 2026

2026 tax calendar

To help make sure you don’t miss any important 2026 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are

News

September 30, 2025

The power of catch-up retirement account contributions after 50

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

News

January 14, 2025

Annual Tax Releases Posted

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 &

News

Let Us Help You

If you would like more information about our Firm or would like to find out how we can work with your organization.