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 ›
On the fifth anniversary of Partner Donna Hubert’s passing in August 2014, the Partners and Principals of Legacy Professionals LLP announced the creation of the Donna A. Hubert Memorial Scholarship Fund.
Donna was a 1979 graduate of the University of Illinois – Chicago, earning a degree in Accounting when women in the field were sufficiently rare. ... Read More ›
Terry Truesdale was promoted to Principal at Legacy Professionals LLP on January 1, 2018. He works in Legacy’s Compliance Audit Department. Terry provides supervisory compliance audit services to many of the firm’s compliance audits. His responsibilities also include training and reviewing the work of the compliance audit staff. He has been providing compliance audits to employee ... Read More ›