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Legacy Advisor Labor Organizations


 
Issue No. 12-1


 

Issue No. 09-1

  • Bonding Coverage
  • Personal Use of Union Owned Automobiles
  • Increased FDIC Coverage
  • 2010 Rates
  • Record Retention Guidelines
  • Legacy News

 

Issue No. 08-2

  • Election Year Issues
  • Redesigned Form 990 Calls for Immediate Attention
  • Collective Bargaining Agreements Available in Online Public Disclosure Room
  • Disposing of Obsolete Property and Equipment
  • Legacy News


 

Issue No. 08-1

  • "Final" LM-30 Rules
  • New Auditing Standards Impact 2007 Audits
  • 2008 Rates
  • Legacy News
     

Issue No. 07-1
  • Renewing Your LM-2 Signature Required 
  • Are Your Current Constitutions and Bylaws on File with the DOL? 
  • New Audit Standards 
  • Update on E-Filing 
  • Conflict of Interest Policy 
  • Legacy News


Issue No. 06-3

  • New Information on Form T-1
  • Rates and Limits
  • Form LM-30 Reminder
  • Form 990 e-filing Requirement
  • Annual Releases Available on Legacycpas.com
  • Legacy News

Issue No. 06-2

  • Record Retention...When Can You Toss It?
  • IRS Form 990, Questions 75c
  • Legacy Labor Puzzle
  • Disaster Recovery
  • Legacy News

 

Issue No. 06-1

  • OLMS Grants Grace Period for Form LM-30 Filers and Posts 87 FAQs on its Website
  • DOL Audit Activity
  • Form 990 Update
  • Election Year Reminder for PACs
  • Legacy News

Winter 2005/2006

Issue No. 05-3

  • New News About Forms LM-30 and LM-10
  • Electronic Signature Update
  • Year-End Payroll Reporting
  • Voiding Checks in QuickBooks
  • Rates and Limits
  • Legacy News

Fall 2005

Issue No. 05-2

  • Update on Forms LM-30 and LM-10
  • Obtaining an Electronic Signature
  • Schedules for Reporting Receivables and Payables on Form LM-2
  • Form T-1 Requirement Overturned
  • Legacy News

Spring 2005
Issue No. 05-1

  • The New Form T-1, Trust Annual Report
  • Payroll Services
  • Legacy Peer Review
  • Credit Reports
  • Officer Elections
  • Legacy News

December 2004 (pdf)
Issue No. 04-3

  • LM-2 Reporting Requirement Changes
  • Legacy News
  • Implications of the Check 21 Act
  • Form 8872 Update
  • Social Security Wage Base Changes

May 2004 (pdf)
Issue No. 04-2

  • Legacy News
  • Time Allocation for the New LM-2 Form
  • Final Effective Date of Form LM-2 and T-1
  • Backup Withholding
  • Cann to Speak about Form T-1 at Benefit Plan Professionals Institute

January 2004 (pdf) IssueNo. 04-1

  • Changes to Form LM-2 and the New T1 Form
  • Legacy News
  • Federal Election Guidance
  • Form 8872 Reminder
  • Donations to PACs
  • Preventing and Detecting Fraud

 
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