For the past couple of years, investment fraud has been the costliest type of scam reported to the FBI’s Crime Complaint Center. The FBI generally defines investment fraud as schemes where criminals misrepresent themselves or lie to victims to gain control of assets that the perpetrators then mishandle or steal. This may not sound like ... Read More ›
Legacy Marketing Director Julie Tucek attended the 2025 Association for Accounting Marketing (AAM) Summit in Phoenix, AZ May 12-14, 2025. The AAM Summit is an inspiring week of education on firm growth, marketing, and business development, as well as networking with fellow marketing and BD professionals from around the country. At this year’s Summit, Past ... Read More ›
Only some not-for-profit organizations are required to conduct independent annual audits. For example, the federal government and many states mandate an audit if a nonprofit receives more than a specific amount in charitable donations. Some grantmakers and lenders may do so as well.
But even if audits aren’t required, they’re a good idea for all organizations. ... Read More ›