Legacy Advisors, LLP was founded in 2004 by partners that had a combined 40 years of experience at a Big Four international accounting firm. Our extensive experience in the tax arena enhances the Firm’s mission of providing highly attentive, personal client services. Our passion lies in providing high quality client service. Our rewards come from our close, long-standing relationships with our clients.
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Legacy Advisors, LLP: Firm Profile | legacyadvisorsllp.com Reviews
https://legacyadvisorsllp.com
Legacy Advisors, LLP was founded in 2004 by partners that had a combined 40 years of experience at a Big Four international accounting firm. Our extensive experience in the tax arena enhances the Firm’s mission of providing highly attentive, personal client services. Our passion lies in providing high quality client service. Our rewards come from our close, long-standing relationships with our clients.
legacyadvisorsllp.com
Legacy Advisors, LLP: Partners – Paula L. Nishibayashi, CPA
http://www.legacyadvisorsllp.com/partners_nishibayashi.html
Professional Expertise –. Paula focuses her efforts in the taxation of closely held corporations and their shareholders and high wealth individuals. She has also authored articles for professional publications and has served on the board of directors for a number of charitable and civic organizations throughout Orange County. Licensed Certified Public Accountant in the state of California. Master of Science in Taxation, Golden Gate University 1989. Julie E. Kramer-McNatt, CPA.
Legacy Advisors, LLP: Partners – Julie E. Kramer-McNatt, CPA
http://www.legacyadvisorsllp.com/partners.html
Professional Expertise –. Julie specializes in the taxation of high net worth individuals and their related business, fiduciary, and charitable entities, transfer tax planning for estates and gifts, and generation skipping transfer taxes. Her expertise in charitable planning provided her with the opportunity to co-author a tax article for Philanthropy magazine. Licensed Certified Public Accountant in the states of California and Oklahoma. Master of Science in Taxation, Golden Gate University 1998.
Legacy Advisors, LLP: Information Center
http://www.legacyadvisorsllp.com/information_center.html
National Charities Information Bureau. National Committee on Planned Giving. National Academy of Elder Law Attorneys. The Internet Law Library. American Society of Appraisers. Long Term Care Insurance Wiz. Orange County Business Journal. The Internal Revenue Service. California Franchise Tax Board. California Secretary of the State. California Department of Consumer Affairs. Financial Accounting Standards Board. US House of Representatives. US Securities and Exchange Commission. EDGAR SEC Filings Database.
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Legacy Advisors, Inc.
Legacy Advisors, Inc. 100 N Main Street, Fourth Floor. Chagrin Falls, OH 44022-2767. We are located in the Step North Building. Walking On Eggshells Publication.
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Legacy Advisors, LLP: Firm Profile
Legacy Advisors, LLP was founded in 2004 by partners that had a combined 40 years of experience at a Big Four international accounting firm. Our extensive experience in the tax arena enhances the Firm’s mission of providing highly attentive, personal client services. Our passion lies in providing high quality client service. Our rewards come from our close, long-standing relationships with our clients.
Legacy Advisors, Inc.
Legacy Advisors, Inc. 100 N Main Street, Fourth Floor. Chagrin Falls, OH 44022-2767. We are located in the Step North Building. Walking On Eggshells Publication.
Legacy Advisors, Inc.
Markets at a Glance. Welcome to our Web site,. Where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Four Financial Numbers You Should Know. Four financial numbers that you should understand (and that could potentially improve your financial situation). Pick Your Plastic: Debit or Credit? Some pros and cons for the use of credit cards versus debit cards for purchases. FAFSA in the Fall for Lower Stress. No Shortage of Liability Risks. Percent Dif...
Legacy Advisor Strategies | Family Values Legacy
Guided Content / Tools. Sign Up For Our Blog. Is Your Practice Prepared For The “Great Wealth Transfer? A Powerful Legacy Planning System For The Trusted Advisor. Creating A Legacy Involves More Than Just Transferring Wealth. Follow along with our guided program delivered directly to your inbox! Grant clients free portal access to Legacy resources as a value-added extension of your services. Transform your practice, deepen client relationships, and attract new clients by utilizing Legacy.
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Our Wealth Management Committee. Working with Our Private Wealth Team. Youve worked hard to achieve the life you desire. Now you want to continue to make a difference in the lives of your heirs and to support the causes. you believe in. Youre dedicated to your work, but want to prepare for a new chapter, one filed with both hope and uncertainty. Your path to retirement begins with. a well-defined strategy. Securities licensed associates of Legacy Advisors Private Wealth Management are Registered Represen...
LEGACY ADVISORY GROUP INC. - Why Legacy
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