Lumsden McCormick Firm News

Our April newsletter includes record retention, managing cash flow, and Q2 tax deadlines. We also share details of federal budget proposals for corporations, partnerships, individuals, and international matters.  

Our March newsletter covers hosting a fundraising auction, nonprofit standards benchmarking survey, what the altruism movement is, and more.

Our March newsletter covers gift tax returns, using insurance as a financial planning tool, joint ownership in an estate plan, and more.

Our March newsletter covers the impact inflation had on businesses, how to use a cost segregation study to enhance cash flow, and more.

Learn from our team as they walk you through real-world examples of the entire merger and acquisition process from valuation, buyer research and drafting of the offering materials, negotiation of key deal terms and execution of the definitive agreement, to closing and post-closing activity. 

Get ready for 2023 - tax news and information on tax rates and limits, retirement accounts and the child tax credit.

The Lumsden McCormick 2023 Federal Tax Rate Guide is now available.

Important topics covered in the February 2023 Exempt Organizations newsletter includes NFP benchmarking study, giving circles, endowment funds, and the value of tangible property; plus, win Sabres tickets!

Important updates for businesses include Section 174 R&E expenditures, SALT payments, 2023 tax limits, and more.

Prepare for 2023 with information on LIFO inventory taxes, five steps to recession proof your business, and expiring tax laws; this and more covered in the Lumsden McCormick January 2023 Manufacturing Newsletter.