One Comprehensive Approach.
Audit, Tax, and Advisory
From tax-minimizing strategies to proactive business planning, Lumsden McCormick’s industry experts focus on helping you maximize your growth potential. Learn More
Financial
Services
Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices.
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Forensic
Accounting
Brisbane Consulting Group specializes in the valuation of closely held businesses, litigation support, financial aspects of divorce, quantifying economic damages, and insurance claims.
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Nonprofit
Technology
Accounting expertise combined with a comprehensive knowledge of software solutions, Brisbane Consulting Group’s nonprofit division can customize and manage your accounting technology
needs.
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Proactive Insights.
LATEST INSIGHTS
IRS Approves Spousal IRA Rollover Despite Existence of Trust
The IRS has privately ruled that a surviving spouse can roll over her deceased spouse's IRA — payable to a trust of which she is sole trustee and beneficiary — into her own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as her own account.
FIRM NEWS
Lumsden McCormick Welcomes Cheryl Jankowski as Partner
Lumsden McCormick is happy to announce that Cheryl A. Jankowski, CPA has been named Partner.
E-BOOKS
The Changing Landscape of Health Care in New York State
With so much at stake, what does the future look like for health care providers in NYS and throughout the nation? In this eBook we examine some of the repercussions of these changes on the NYS health care system, and what we can expect going forward.