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Recent Updates

Michael Tiberi to speak at IFEBP’s Accounting and Auditing Institute for Employee Benefit Plans

May 24 in Employee Benefit Plan News, Out and About

Legacy Partner Michael Tiberi is scheduled to speak at the IFEBP’s upcoming Accounting and Auditing Institute for Employee Benefit Plans June 24-26, 2024 in Las Vegas.   Attendees will hear from industry experts about the latest in reporting and disclosure requirements and best practices for employee benefit plan auditors at this premiere industry conference.

Nonprofits: Act thoroughly on audit findings

May 23 in Nonprofit Updates

External audits can help assure your not-for-profit’s stakeholders that your financial statements are fairly presented according to U.S. Generally Accepted Accounting Principles. They can also help prevent occupational fraud. Often, audit reports contain recommendations for organizations to act on. And if you fail to make changes that respond to risks or concerns discovered in an ... Read More ›

Legacy Partners Attend 2024 AICPA Employee Benefits Conference

May 07 in Employee Benefit Plan News, Out and About

Legacy Partners Eileen Brassil, David Zabrecky, and Tim Fagan attended the AICPA & CIMA Employee Benefit Plans Conference May 6-8, 2024 in Las Vegas.  The team received relevant information and updates as well as networked with other industry leaders at this top industry conference.

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