Brian J. Kern, CPA
Brian is an experienced tax professional and devotes his professional time to structuring tax strategies in the areas of compliance, consulting, planning and transactional work. He works closely with a broad range of high net worth individuals and privately owned commercial business clients, specializing in the areas of energy, financial firms and institutions, professional services firms and real estate, and serves as the tax practice leader for our Manufacturing niche. Brian joined Lumsden McCormick in 2006 after graduating from Canisius College. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. In 2014 Brian passed the Series 7 and 66 exams. Brian acts as a referring advisor for Lumsden McCormick Financial Services, LLC.
Canisius College, Bachelor of Science in Accounting, Accounting Information Systems
American Institute of Certified Public Accountants (AICPA)
New York State Society of Certified Public Accountants (NYSSCPA)
• Director, Buffalo Chapter
Passed Series 7 and 66 securities exam - Financial Advisor
Manufacturers Association of the Southern Tier (MAST)
Buffalo Niagara Manufacturing Association (BNMA)
The Salvation Army - Buffalo Area Services, Treasurer
Canisius College, Council of Accountancy
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
Tuesday, February 12, 2019
More than a year after sweeping federal and state tax reform were enacted, businesses of all sizes are still wrapping their arms around the changes. Strategic tax planning now is key to lowering businesses’ total tax liability.
Friday, February 8, 2019
The Department of the Treasury and Internal Revenue Service have issued Notice 2019-07, providing guidance regarding the determination of when a rental real estate activity may rise to the level of a trade or business for purposes of Section 199A.
Thursday, February 7, 2019
Stormy trade conditions, continued fallout over tax reform and sustained economic growth made 2018 an eventful year for the manufacturing industry. Here are the top trends we predict will shape Industry 4.0 in the year ahead.
Tuesday, January 9, 2018
Congratulations to Jill Johnson and Brian Kern on being named Partner.