Private Equity
Private equity firms operate in a competitive environment where performance, precision, and transparency are critical. You need a team that delivers strategic insight and responsive support throughout the fund lifecycle.
Lumsden McCormick works with private equity firms and their portfolio companies to provide audit, tax, and advisory services tailored to the unique demands of the industry. From fund formation through exit, we support complex structures, evolving regulatory requirements, and the need for timely, investor-ready reporting.
Our team understands the pace and pressure of private equity. With deep technical knowledge and a proactive approach, we help you strengthen financial reporting, enhance operational efficiency, and navigate compliance with confidence, so you can stay focused on driving value and maximizing returns.
Latest Insight
What Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget
New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]
Services
- Business Tax
- Qualified Small Business Stock Planning
- International & Cross Border Tax
- Individual Tax
- Research & Development Tax Credit (R&D)
- State and Local Tax (SALT)
- Tax Credits & Incentives
- Tax Planning & Compliance
Business Valuation & Consulting
Wealth Management
