Situation: A health and welfare plan received an IRS notice suggesting that additional employer reporting was required and that significant penalties could apply. Solution: Our team explained the plan’s status to the IRS and documented that the appropriate federal reporting forms had already been filed. Impact: Our timely and accurate response avoided potentially erroneous penalties […]
Situation: A union’s financial secretary took a four-month leave, creating a temporary need for bookkeeping and administrative coverage. Solution: Our team provided weekly support, maintained financial records, and handled routine administrative responsibilities throughout the leave. Impact: Recordkeeping continued with minimal disruption, and the financial secretary returned without a backlog of unfinished work.
Situation: A labor union needed to fill an accounting leadership position responsible for financial operations, reporting, and internal controls. Solution: Tronconi Segarra & Associates participated in candidate interviews, evaluated qualifications, and provided recommendations based on the union’s accounting and operational needs. Impact: The union hired a new accounting manager with guidance from our advisors who […]