Lumsden McCormick's comprehensive suite of accounting services include audit, tax, wealth planning, forensic accounting, and nonprofit technology.
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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
Tax Rules of Making Bequests or Lifetime Gifts
Bequests and Lifetime Gifts are not the same; understanding the tax aspects may help you make a decision that is more advantageous.
FIRM NEWS
Manufacturing Newsletter | January 2023
Prepare for 2023 with information on LIFO inventory taxes, five steps to recession proof your business, and expiring tax laws; this and more covered in the Lumsden McCormick January 2023 Manufacturing Newsletter.
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2022 Year-End Tax Planning Guide for Individuals
With rising interest rates, inflation and continuing market volatility, tax planning is as essential as ever for taxpayers looking to manage cash flow while paying the least amount of taxes possible over time. As we approach year end, now is the time for individuals, business owners and family offices to review their 2022 and 2023 tax situations and identify opportunities for reducing, deferring, or accelerating their tax obligations.