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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.
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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Lumsden McCormick Launches Client Satisfaction Survey

Lumsden McCormick Launches Client Satisfaction Survey

Posted on September 25, 2023

We are thrilled to share that Lumsden McCormick CPAs has joined forces with ClearlyRated, a leading satisfaction research firm, to gather your valuable feedback through a Client Satisfaction Survey conducted on our behalf.

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Lumsden McCormick CPAs Recognized by INSIDE Public Accounting as a Top 200 Firm in the United States

Lumsden McCormick CPAs Recognized by INSIDE Public Accounting as a Top 200 Firm in the United States

Posted on September 25, 2023

Lumsden & McCormick, LLP has been recognized by Inside Public Accounting (IPA) as a Top 200 Firm in the United States ranked 187.

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Stephanie Wilkinson, Chief Operating Officer, Named President of the Junior League of Buffalo

Stephanie Wilkinson, Chief Operating Officer, Named President of the Junior League of Buffalo

Posted on September 25, 2023

Lumsden McCormick is pleased to announce that chief operating officer Stephanie L. Wilkinson, SHRM-CP, SPHR, PAFM has been named 2023-2025 president of the Junior League of Buffalo.

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2022 Exempt Organizations Salary Survey Published in August 2023

2022 Exempt Organizations Salary Survey Published in August 2023

Posted on August 30, 2023

Are you a nonprofit, government, or other exempt organization?  Good news - the 2022 Lumsden McCormick Exempt Organizations Salary Survey is now available.

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Exempt Organization Newsletter | August 2023

Exempt Organization Newsletter | August 2023

Posted on August 25, 2023

Our August newsletter is jampacked with news and announcements, plus technical briefs on outsourced HR functions, tax smart fundraising tracking, and private foundation conflict of interest policies.

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