Danielle (Dani) is a Partner at Legacy, serving clients out of the Westchester office. She has over 20 years of experience providing a broad range of services to labor organizations, single and multi-employer benefit plans, not-for-profit organizations, state and local political committees and individual tax clients.
Dani has decades of experience providing financial audits, not-for-profit and individual tax return preparation, agreed-upon procedure engagements, outsourced accounting solutions; and consulting and advisory engagements. Dani is familiar with all aspects of compliance and reporting for labor organizations and employee benefit plans and she serves as a consultant and advisor on many of the firm’s labor organization and employee benefit plan clients. Dani is the Partner in charge of the Client Accounting & Advisory Services (CAAS) team, and she provides CAAS services to clients as well.
Prior to her career in public accounting, Dani earned an Olympic Gold Medal in fast-pitch softball as a member of Team USA during the Centennial Olympics of 1996 in Atlanta, Georgia.
Professional Affiliations
Dani is a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, and the International Foundation of Employee Benefit Plans.
Education
B.S in Accounting, 1997; Drake University
Special Interests
Dani is an avid Chicago Cubs and Notre Dame football fan. She enjoys spending time with her family and friends, running, playing golf, and a good CC Manhattan on the rocks. March Madness and the Olympic games are some of her favorite sporting events to watch.