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Legacy News

We are all settled into the Firm’s new Chicago office. Our new address is 311 South Wacker Drive, Suite 4000, Chicago, IL 60606. Our phone and fax numbers remain the same, as do all of our email addresses.

We recently hosted an in-house seminar for our labor union practice group. We continue to keep our staff up to date and on top of the issues and challenges facing labor organizations.

We welcome guest contributors to Legacy Advisor. If you have any article ideas, please contact Marketing Director Julie Tucek at jtucek@legacycpas.com or 312-384-4292.

In addition to hundreds of labor organizations, our Firm provides audit and tax services to employee benefit plans (including 403(b) plans), trade and professional associations, charitable organizations, villages, municipalities, school districts, commercial entities, and other types of organizations. Contact Julie Tucek to discuss any opportunities. We always appreciate your referrals.

Please contact us at any time if you need assistance or if you have any feedback or suggestions for us. This issue was edited by Bob Cann, CPA, Partner, Director of Compliance Services. Bob can be reached at rcann@legacycpas.com.

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