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 ›
Marc Ragona was promoted to Principal at Legacy Professionals LLP on January 1, 2018. He works in Legacy’s Compliance Audit Department. Ragona works with compliance audit managers to ensure scheduling and oversight of the Firm’s approximately 2,000 compliance audits each year for over 92 clients. Ragona is a 2000 graduate of the University of Illinois ... Read More ›
Lisa R. Volland, CPA, has been named Partner at Legacy Professionals LLP as of January 1, 2018. Volland works in the Legacy Tax Department and specializes in federal and state taxation of closely-held corporations, partnerships, trusts, estates, and individuals. One area of expertise is the tax and foreign reporting of unrelated business income (ubi) from alternative ... Read More ›