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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.
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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Lumsden McCormick Names Jonathan Roller, CPA Partner

Lumsden McCormick Names Jonathan Roller, CPA Partner

Posted on January 11, 2021

Jon is a leader in the auditing and accounting group for fifteen years managing audits, reviews, compilations, and advisory services for manufacturers, contractors, and other related business entities.

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SBA Issues Interim Final Rules Related to the Paycheck Protection Program

SBA Issues Interim Final Rules Related to the Paycheck Protection Program

Posted on January 07, 2021

On January 6, 2021 the SBA issued the following Interim Final Rules related to the Paycheck Protection Program Consolidated Appropriations Act of 2021, signed into law on December 28, 2020.

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2020 Holiday Cookie Cookbook

2020 Holiday Cookie Cookbook

Posted on December 23, 2020

May the special occasion of this holiday season fill your home with freshly baked cookies, joy, laughter, and good health in the new year.

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Slides & Recordings Available: 2020 Exempt Conference

Slides & Recordings Available: 2020 Exempt Conference

Posted on December 04, 2020

Slides and video recordings are now available for our 2020 Exempt Conference!

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Happy Thanksgiving 2020

Happy Thanksgiving 2020

Posted on November 24, 2020

This year we are taking a look back at the past Thanksgivings of Lumsden employees.

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Webinar Recording: An Election Storm - Tax Planning for 2020 and Beyond

Webinar Recording: An Election Storm - Tax Planning for 2020 and Beyond

Posted on November 16, 2020

Hear from Lumsden McCormick experts on what needs to be done to optimize tax planning with a focus on the proposed presidential plans. Followed by an update to the Paycheck Protection Program including a financial statement presentation and a discussion on the tax aspects of forgiveness.

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Webinar Recording Available: Tax Planning in Uncertain Times

Webinar Recording Available: Tax Planning in Uncertain Times

Posted on October 01, 2020

View our webinar that discussed tax planning and was followed by a question and answer session on the CARES Act and the differences between the presidential candidates’ proposed tax plans. 

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