Legacy has received word from the Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) that we have successfully completed two recent offsite audit inspections. The EBSA runs an initiative known as the Audit Quality Inspection Program. The goal of the program is to ensure that audits of employee benefit plans meet applicable DOL and ... Read More ›
In memory of former Partner Donna Hubert, the Donna A. Hubert Memorial Scholarship Fund was established. Donna was a 1979 graduate of the University of Illinois – Chicago, earning a degree in Accounting when women in the field were sufficiently rare. Donna devoted her career to Legacy and its predecessor firm, celebrating a 35th anniversary ... Read More ›
It is with deep sadness that we share the news that our founding partner Mr. Thomas W. Havey passed away on March 7, 2021. He founded the firm of Thomas W. Havey & Company in 1948 and eventually retired from Thomas Havey LLP in 1992. Mr. Havey was an incredible leader and was respected ... Read More ›