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Legacy News

We are pleased to report that effective January 1, 2013 Ronald M. Bastian, Christopher M. Franz, and Colin M. Thompson became Partners in Legacy Professionals LLP.

The Illinois CPA Society's (ICPAS) Not-for-Profit Committee sponsors a series of Roundtables to provide opportunities for financial professionals who are involved with nonprofit organizations--both on the public accounting and organization side--to network, learn, and share information. Legacy Partner Rose Doherty, who is a board member of the ICPAS, will facilitate the upcoming ICPAS Nonprofit Roundtable on May 9. Rose will also speak on audit and banking controls. You do not need to be an ICPAS member to attend. Visit http://www.icpas.org/eventscalendar/EventDetail.aspx?id=21392 for more information and to sign up.

A survey was emailed to our clients and friends to confirm that they are receiving the Legacy Advisor, Not-for-Profit Organizations through their preferred method of delivery: via U.S. mail or email. Thank you to those who responded. If you did not receive our survey and would like to update your delivery preference, please contact us at info@legacycpas.com.

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