Lumsden McCormick Firm News

It’s tax filing season, and because of this, in our January newsletter we share important updates on IRS electronic filing requirements, IRA penalties, financial emergencies, the nanny tax, and charitable remainder trusts with high interest rates.

We open the new year with our January Commercial Tax newsletter which includes important IRS e-filing requirements, the 2023 Year-End Income Tax Planning Guide, R&D tax credits and more!

Happy New Year! Our Exempt Organizations Newsletter for January includes important information on IRS updates to electronic filing beginning January 1, 2024, UBIT rules, conducting a hiring assessment, and operating your nonprofit as a for-profit entity.

Lumsden & McCormick, LLP is pleased to announce 2024 Firm-wide promotions. We extend warm congratulations to our diligent team and applaud them for their prompt work and thorough service.

Lumsden McCormick Names Jeffrey M. Budzinski, CFS Managing Director of Financial Services

Lumsden McCormick Names Robert Torella, CPA Partner

Lumsden McCormick Names Mark Stack, CPA Partner

Lumsden McCormick Names Timothy Bubar, CPA Partner

Lumsden McCormick has named Timothy J. Bubar, CPA, Mark D. Stack, CPA, and Robert S. Torella, CPA partners effective January 1, 2024.

Season's Greetings!