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Lumsden McCormick Firm News

Lumsden McCormick knows that keeping clients well informed is not just polite courtesy; it’s vital to personal financial success and owning and operating a business. By providing opportunities through shared news, seminars and events we continue to provide valuable proactive insight to our clients.
Jankowski Earns Certified Exit Planning Advisor (CEPA) Credential

Jankowski Earns Certified Exit Planning Advisor (CEPA) Credential

Posted on March 01, 2021

Cheryl A. Jankowski, CPA has earned the Certified Exit Planning Advisor (CEPA) credential from the Exit Planning Institute.

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2021 Promotions

2021 Promotions

Posted on February 24, 2021

Congratulations! Lumsden McCormick is pleased to announce promotions effective January 1, 2021.

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Welcome Winter 2021 Interns

Welcome Winter 2021 Interns

Posted on February 11, 2021

As is tradition, we are pleased to have on board our audit and tax interns for the Winter 2021 season.

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January 2021 - Welcome New Employees

January 2021 - Welcome New Employees

Posted on January 29, 2021

We are happy to welcome a new audit accountant and two new staff accountants to Lumsden McCormick!

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2021 Federal Tax Rates Quick-Reference Guide is Now Available

2021 Federal Tax Rates Quick-Reference Guide is Now Available

Posted on January 28, 2021

The guide includes many of the most important 2021 federal tax amounts including capital gain tax rates, standard mileage rates, estate and trust income tax rates, and itemized deduction limits.

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Lumsden McCormick is Teaming Up With Tax Caddy

Lumsden McCormick is Teaming Up With Tax Caddy

Posted on January 25, 2021

We are excited to introduce a new tax document software that will allow you to organize your tax documents securely, and with ease and flexibility. 

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Webinar Slides Available: The Employee Retention Credit - What You Should Know

Webinar Slides Available: The Employee Retention Credit - What You Should Know

Posted on January 20, 2021

Learn about the Employee Retention Credit through an introduction and a discussion of the changes that occurred as a result of the Consolidated Appropriations Act of 2021 with Lumsden McCormick experts.

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Webinar Recording: Paycheck Protection Program Round 2 - Get Your Applications Ready

Webinar Recording: Paycheck Protection Program Round 2 - Get Your Applications Ready

Posted on January 13, 2021

A high-level overview and question and answer session on the Consolidated Appropriations Act of 2021 which details the second round of PPP funding including eligibility, the application process, loan calculations, and tax implications based on current guidance.

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Lumsden McCormick Names Sarah Hopkins, CPA Partner

Lumsden McCormick Names Sarah Hopkins, CPA Partner

Posted on January 11, 2021

With more than fifteen years of audit and assurance experience, Sarah's primary focus is accounting, auditing, and tax matters related to nonprofit organizations and governmental entities.

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Brisbane Consulting Group Names William Allen, CPA/ABV, CFE Partner

Brisbane Consulting Group Names William Allen, CPA/ABV, CFE Partner

Posted on January 11, 2021

Through Brisbane Consulting Group, Bill provides business valuation, forensic accounting, and litigation support services.

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