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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.
Commercial Tax Newsletter | November 2023

Commercial Tax Newsletter | November 2023

Posted on November 17, 2023

Year-end is here; look to these important announcements covered in our November 2023 Commercial Tax newsletter. Topics include the Corporate Transparency Act, the new social security wage base from the IRS, vehicle depreciation, and more.

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Happy Thanksgiving 2023

Happy Thanksgiving 2023

Posted on November 17, 2023

As we gather to express gratitude on Thanksgiving, let us also embrace the spirit of giving.

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Exempt Organizations Newsletter | November 2023

Exempt Organizations Newsletter | November 2023

Posted on November 16, 2023

Is your organization considering a merger as we approach the new year? In our November '23 newsletter we discuss merger successes and pitfalls, as well as how to create policies for returned donations and more. Plus, don't forget to register for the Exempt Conference.

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Exempt Organizations Newsletter | October 2023

Exempt Organizations Newsletter | October 2023

Posted on October 19, 2023

We share the IRS rules for employee expense reimbursements, the value of board member term limits, and safeguards to avoid fraud risks, plus more and a chance to win Buffalo Sabres tickets.

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Commercial Tax Newsletter | October 2023

Commercial Tax Newsletter | October 2023

Posted on October 19, 2023

This month we help you prepare your business and get ready with the 4Q tax calendar, tax implications of a spouse owned businesses, corporate loans, and the best self-employed entity choice.

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Personal Tax and Estate Planning Newsletter | October 2023

Personal Tax and Estate Planning Newsletter | October 2023

Posted on October 19, 2023

Knowledge is power, and this month we provide insights on the student loan pause, QTIP trust, spousal IRA, and portability elections.

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Client Raffle: Win Buffalo Sabres Tickets

Client Raffle: Win Buffalo Sabres Tickets

Posted on October 17, 2023

Enter to win tickets to a Sabres home game for the 2023-2024 season!

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Personal Tax and Estate Planning Newsletter | September 2023

Personal Tax and Estate Planning Newsletter | September 2023

Posted on September 27, 2023

It’s time to start preparing for the 2023 tax year, from investment gains and losses to the annual gift tax exclusion, income tax on life insurance, and capital gain taxes; this and more covered in the September Personal Tax and Estate Planning newsletter. 

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Commercial Tax Newsletter | September 2023

Commercial Tax Newsletter | September 2023

Posted on September 27, 2023

Important for small businesses is the new reporting requirement of the Corporate Transparency Act; learn how it impacts business owners, 401(k) changes for employers and participants, business deduction rules, and tax consequences of divorce.

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Exempt Organizations Newsletter | September 2023

Exempt Organizations Newsletter | September 2023

Posted on September 27, 2023

New York State is now a pay transparency state; learn how this impacts nonprofits, plus creating a fundraising culture all year long and what do to about cryptocurrency donations are all covered in our September newsletter.

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