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.
Donor restrictions can limit how contributions may be used (such as to fund a program) or when they may be used. Those terms can help
Making Form 1040 payments through EFTPS is anticipated to cease permanently in 2026, possibly sometime in September, for all individual account access. If you currently
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
If you would like more information about our Firm or would like to find out how we can work with your organization.