The Tax Impact of Investment Gains and Losses
With the fluctuations of the market this past year, you’ll want to pay close attention to your gains and losses at tax time.
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Brian is an experienced tax professional who 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 businesses, specializing in the areas of energy, financial institutions, professional services, and real estate, and serves as the tax practice leader for our manufacturing niche. Brian joined Lumsden McCormick in 2006 as a staff accountant; he was named partner in 2018.
EDUCATION
Canisius College, Bachelor of Science, Accounting and Accounting Information Systems
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
- Director, Buffalo Chapter
Passed Series 7 and 66 securities exams - Financial Advisor*
Manufacturers Association of the Southern Tier
Buffalo Niagara Manufacturing Association
COMMUNITY
Elma Marilla Wales Boys & Girls Club, Board Member
The Salvation Army - Buffalo Area Services
Canisius College, Council of Accountancy
FUN FACTS
Brian enjoys spending his free time with his daughter, Mila, who was born in 2018. He enjoys cooking – making gourmet meals and spending time with family and friends. When not at home, Brian enjoys traveling. A few of his favorite spots are the Caribbean, Florida, New York City, and Boston.
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory services offered through Avantax Advisory Services SM.
