Legacy Professionals News
Recent Updates
Follow us: @LegacyCPA
Legacy Marketing Director Julie Tucek attended the 2026 Association for Accounting Marketing (AAM) Summit in Palm Springs, CA May 18-20, 2026. Julie presented a workshop,
- Legacy Firm News, Out and About
These days, many people are evaluating recurring expenses and deciding which memberships deserve a place in their budgets. At the same time, members increasingly expect
- Nonprofit Updates
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state.
- Individual Tax Alerts
Legacy Partner Dave Zabrecky attended the 2026 AICPA Employee Benefit Plans Conference May 4-6 in Orlando. The conference is an excellent educational and networking event.
- Employee Benefit Plan News, Out and About
Legacy Partner Eileen Brassil attended the 2026 AICPA Employee Benefit Plans Conference May 4-6 in Orlando. Eileen presented at the conference on the topic of
- Employee Benefit Plan News, Out and About
Many taxpayers discover at filing time that their tax payments during the year didn’t align with their actual liability — either too much or too
- Individual Tax Alerts
Accountable plans remain the most tax-efficient way for nonprofits to reimburse employee business expenses. When properly structured and implemented, these plans allow reimbursements to be
- Nonprofit Updates
Nonprofits are built on trust — from donors, grantors and the communities they serve. When concerns about possible fraud by an employee arise, trust can
- Nonprofit Updates
Yes, the April 15 tax deadline is now behind us. But there are also deadlines during the rest of the year that are important to
- Individual Tax Alerts
With the April 15 tax filing deadline in the rearview mirror, you’re likely to turn your attention to other things. But before you do, it’s
- Individual Tax Alerts
When external conditions change — whether due to economic shifts, policy adjustments or evolving donor priorities — nonprofits that depend on one or two funding
- Nonprofit Updates
If you don’t have everything ready to complete your 2025 federal individual income tax return by the April 15 deadline, you can request an automatic
- Individual Tax Alerts
Additional Resources
Let Us Help You
If you would like more information about our Firm or would like to find out how we can work with your organization.