In Firm news, Timothy D. Lakis, CPA, CFE, is now the Partner in Charge of the Firm's Schererville, Indiana office. The office (formerly in Munster) is now located at 222 Indianapolis Blvd., Suite 103, Schererville, IN 46375. The Minnesota office has also moved. While still based in Edina, the office's new address is 6800 France Avenue So., Suite 550, Edina, MN 55435.
Additionally, effective January 1, 2012, Larry Wood, CPA, who recently transferred to the Minnesota office from the Chicago office, was promoted to Senior Manager. Brian Ellefson, CPA, and Ryan Lacey were promoted to Manager in the Firm's Chicago Audit Department.
Our Annual Tax Releases and the 2012 Rates & Limits Release have been posted. Let us know if you need additional copies of the laminated Rates & Limits Release.
We are grateful to our clients for your continued business. We also appreciate your referrals. In addition to auditing over 250 labor organizations, we work with hundreds of employee benefit plans, trade and professional associations, charitable organizations, villages, municipalities, school districts, and other organizations.
Contact Marketing Director, Julie Tucek, at 312-384-4292 or email@example.com if you would like to discuss any opportunities. We always welcome guest writers and topic ideas for Legacy Advisor; don't hesitate to send us your thoughts and ideas!