by Taylor Brown | Jun 26, 2023
I have been your client for many years, but I recently sold my company, and, unfortunately, will no longer require your services. I just wanted to let you know that the people who I have interacted with in your organization have always been exceptional. They’ve been...
by Taylor Brown | Jun 26, 2023
Recently, one of our employees suddenly passed away. I had many questions regarding the distribution of this employee’s portion of our Profit Sharing Plan. Rich, our INTAC representative, was both sensitive and professional in answering all of my questions. I...