Legacy Partners Rose Doherty and Paul Doetsch attend the AICPA Not-For-Profit Industry Conference in Washington, D.C. annually in June. In addition to hearing about the latest and greatest in the industry, they pass along important information to our clients. Additionally, we stay on the pulse of the industry every day and post important updates and articles on our website/blog.
As a follow up to the information in this issue, we are hosting a Not-For-Profit Financial Reporting Seminar on Thursday, July 13, 2017 at 311 S. Wacker, Chicago. Continental breakfast starts at 8:30 am and the seminar will be held from 9:00 am until 11:00 am. Seminar invitations will be sent via email in May. Seminar details are posted on our website. Contact Julie Tucek at jtucek@legacycpas.com with questions or click here to RSVP. The American Institute of Certified Public Accountants (AICPA) published a great article that does a nice job explaining the ins and outs of UBIT. Visit the AICPA website and search “UBIT."
Thank you for your referrals and your confidence in our people and our work. In addition to our large nonprofit and association practice, we also audit employee benefit plans, including 401(k) and 403(b) plans, police and fire pension plans, labor organizations, villages, municipalities, school districts, and commercial entities. The majority of our new clients in all areas come from existing clients. If you know an organization that could benefit from our services, we’d be grateful for the 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.
This issue was edited by Rose G. Doherty, CPA, Partner, rdoherty@legacycpas.com.