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From tax-minimizing strategies to proactive business planning, Lumsden McCormick’s industry experts focus on helping you maximize your growth potential.
Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices.
Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims.
Accounting expertise combined with a comprehensive knowledge of software solutions, Brisbane Consulting Group’s nonprofit division can customize and manage your accounting technology
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LATEST INSIGHTS
Estate Planning Goals with FAST
Want to secure the educational goals of your heirs, encourage philanthropy, and manage wealth? A Family Advancement Sustainability Trust (FAST) may be an option you consider as part of your estate plan.
FIRM NEWS
Exempt Organizations Newsletter | November 2022
The highlight of the Lumsden McCormick Exempt Organizations newsletter for November is our annual Exempt Organizations Conference. Registration is open for the remote Conference being held on December 6-7, 2022.
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2021 Year-End Tax Planning Guide for Individuals
Now is the time for individuals, business owners, and family offices to review their 2021 and 2022 tax situations and identify opportunities for reducing, deferring, or accelerating tax obligations.