Legacy Professionals News
Recent Updates
Follow us: @LegacyCPA
Legacy Partners Eileen Brassil and Michael Tiberi, along with Manager Katherine Johnson, will represent the Firm at the International Foundation of Employee Benefit Plans Accounting
- Employee Benefit Plan News, Legacy Firm News, Out and About
Legacy Marketing Director Julie Tucek attended the 2026 Association for Accounting Marketing (AAM) Summit in Palm Springs, CA May 18-20, 2026. Julie presented a workshop,
- Legacy Firm News, Out and About
These days, many people are evaluating recurring expenses and deciding which memberships deserve a place in their budgets. At the same time, members increasingly expect
- Nonprofit Updates
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state.
- Individual Tax Alerts
Legacy Partner Dave Zabrecky attended the 2026 AICPA Employee Benefit Plans Conference May 4-6 in Orlando. The conference is an excellent educational and networking event.
- Employee Benefit Plan News, Out and About
Legacy Partner Eileen Brassil attended the 2026 AICPA Employee Benefit Plans Conference May 4-6 in Orlando. Eileen presented at the conference on the topic of
- Employee Benefit Plan News, Out and About
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too
- Individual Tax Alerts
Accountable plans remain the most tax-efficient way for nonprofits to reimburse employee business expenses. When properly structured and implemented, these plans allow reimbursements to be
- Nonprofit Updates
Nonprofits are built on trust — from donors, grantors and the communities they serve. When concerns about possible fraud by an employee arise, trust can
- Nonprofit Updates
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to
- Individual Tax Alerts
With the April 15 tax filing deadline in the rearview mirror, you’re likely to turn your attention to other things. But before you do, it’s
- Individual Tax Alerts
When external conditions change — whether due to economic shifts, policy adjustments or evolving donor priorities — nonprofits that depend on one or two funding
- Nonprofit Updates
Additional Resources
Let Us Help You
If you would like more information about our Firm or would like to find out how we can work with your organization.