Articles From Lumsden McCormick
Ensure Compliance with Securities Laws in your Estate Plan
Posted by Cheryl A. Jankowski on January 04, 2024
Do you have unregistered securities in your portfolio, such as restricted stocks or investments in hedge funds or private equity funds? If that's the case, it's crucial to take into account the relevant securities laws when formulating your estate plan strategies.
Expanding Globally: Navigating Challenges for Your Nonprofit in 2024
Posted by Cathleen Karpik on January 03, 2024
Prior to initiating any global endeavors, thoroughly examine the laws and regulations of your target countries, along with assessing the associated U.S. tax implications.
2024 Tax Breaks for Manufacturers
Posted by Kristin Re’ on January 02, 2024
Every year tax provisions expire and others kick-in, so now is the time to take advantage of tax provisions that bring tax savings for 2024 including the Inflation Reduction Act.
Like-Kind Exchanges for Investment Properties
Posted by Brian Kern on January 02, 2024
The current state of the real estate market has presented its challenges. However, amidst this, there are still considerable profits to be made in certain business properties. In such instances, the option of a "like-kind" exchange can prove to be enticing when it comes to selling commercial or investment real estate.




