Delivering Innovative and Proactive Solutions
That Foster Continued Success.

One Comprehensive Approach.

Audit, Tax, and Advisory

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

Financial
Services

Lumsden McCormick Financial Services guides individuals and businesses to develop a wealth plan that empowers confident financial choices. Learn More
Forensic Accounting

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. Learn More
Nonprofit Technology

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. Learn More

Proactive Insights.

LATEST INSIGHTS

IRS Approves Spousal IRA Rollover Despite Existence of Trust

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.

 

Lumsden McCormick Welcomes Cheryl Jankowski as Partner

FIRM NEWS

Lumsden McCormick Welcomes Cheryl Jankowski as Partner

Lumsden McCormick Welcomes Cheryl Jankowski as Partner

Lumsden McCormick is happy to announce that Cheryl A. Jankowski, CPA has been named Partner. 

 

The Changing Landscape of Health Care in New York State

E-BOOKS

The Changing Landscape of Health Care in New York State

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.

 

Accessible Team. Personal Attention.

Upcoming Event

2019 Exempt Organizations Conference

November 22, 2019
Buffalo Niagara Marriott | 1340 Millersport Highway, Amherst, NY 14221 | 8:00AM-4:00PM Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
Learn More
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?