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  • Recent Updates
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Recent Updates

Legacy Principals attend IFEBP Annual Collection Procedures Institute

Sep 30 in Out and About

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. 

The power of catch-up retirement account contributions after 50

Sep 30 in Individual Tax Alerts, Tax Info

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 these contributions are more valuable than you may think.

IRA contribution amounts

For 2025, eligible taxpayers can make contributions to a traditional or Roth IRA of up to the lesser of ... Read More ›

The search is on: Finding an independent auditor

Aug 21 in Nonprofit Updates

Even if your not-for-profit isn’t technically required to obtain independent audits, such audits can enhance financial transparency, increase accountability and help you build trust with your stakeholders. But how do you find a truly independent auditor? Ensuring independence requires more than hiring an outside firm. The American Institute of Certified Public Accountants (AICPA) Code of ... Read More ›

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