Connie J. Ricotta, CPA
Connie has experience in all areas of U.S. Federal and New York State Taxation. While specializing in performing tax-related services for individuals, trusts and estates, Connie also provides tax services to commercial businesses, privately held businesses, and private foundations. Connie has been with Lumsden McCormick since 1997 after graduating from Daemen College with a Bachelor of Science degree in Accounting. She is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, the Estate Analysts of Western New York, Financial Planning Counselors of Western New York and is Past Treasurer of Working For Downtown.
Daemen College, Bachelor of Science in Accounting
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
Estate Analysts of Western New York
Financial Planning Counselors of Western New York
• Board of Directors
Working For Downtown, Member, Past Treasurer
Friday, December 21, 2018
Every year, the IRS releases cost-of-living adjustments to qualified retirement plan amounts. For tax year 2019, many of the limits applicable to pensions and other retirement plans will increase, but some will remain unchanged from 2018.
Thursday, November 10, 2016
BDO Knows: Compensation and Benefits, available through our affiliation with the BDO Alliance USA, discusses how the new tax form due dates may impact retirement plan contribution dates.
Tuesday, September 20, 2016
People approaching retirement age often have many questions about benefits they may be eligible to receive from the Social Security Administration (SSA). Here are the answers to several common inquiries.