September 30, 2025

Legacy Principals attend IFEBP Annual Collection Procedures Institute

Legacy Payroll Compliance Audit Principals Jim Kemperas, Terry Truesdale, and John Kerulis attended the International Foundation of Employee Benefit Plans’ Annual Collection Procedures Institute Sept 29-30 in Monterey, CA. The Institute is an outstanding educational conference and a great venue for connecting with clients and friends of the Firm. 

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Legacy Marketing Director Julie Tucek attended the 2025 Association for Accounting Marketing (AAM) Summit in Phoenix, AZ May 12-14, 2025. The AAM Summit is an

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