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Recent Updates
Legacy Partners Eileen Brassil, Eric Baertsch, Eric Wallin, Michael Tiberi, Edison Uschold, and Greg Wallenbecker attended the International Foundation of Employee Benefit Plans (IFEBP) U.S.
- Employee Benefit Plan News, Out and About
Even though tax filing season is still several months away, the decisions you make before January 1, 2027, could have a significant impact on your
- Individual Tax Alerts
As 2026 draws to a close, your employer’s 401(k) plan may offer an opportunity to reduce your current income taxes while building your retirement savings
- Individual Tax Alerts