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Legacy News

Legacy Professionals LLP admitted two new Partners, Larry Wood and Eric Wallin, into the Firm as of January 1, 2015.  Visit the Our Team section on legacycpas.com for partner bios.

We have had a very busy year in the employee benefit plan world.  The DOL released a new study in which audit deficiencies were cited as a major concern, particularly those firms that audit less than five employee benefit plans.  (see related article) Legacy Professionals LLP audits over 350 benefit plans every year, devoting a significant level of resources to maintaining high standards of quality. We are pleased to say that a majority of our new clients come from referrals from existing clients and client service providers. This year, that has proven to be truer than ever. We also continue to grow our payroll compliance audit practice with new and existing employee benefit plans. 

If you know an organization that could benefit from our services, we’d be grateful for an introduction.  If you prefer to receive this publication via email, send us an email at info@legacycpas.com or sign up on our website on the Publications form.   Also, please join our LinkedIn group and visit our Publications page of our website for employee benefit plan updates.  You can also follow us on Twitter @LegacyCPA.

This issue was edited by Eileen E. Brassil, CPA, CFE, Partner, ebrassil@legacycpas.com

 

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