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Katie joined Lumsden McCormick with nearly fourteen years of experience specializing in corporate and personal tax returns, preparation of financial statements, and managing accounting services for a variety of entities. She assists clients with the financial and operational management of day to day business.
Canisius University, Bachelor of Science, Marketing and Business Management
Empire State College, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Joan A Male Family Support Center Foundation, President, Treasurer
Eggert Road Elementary Parent Teacher's Organization, Treasurer
Katie enjoys going on road trips with her four children, and during the winter her family skiis at Holiday Valley every weekend.
Converting your unincorporated small business to an S corporation can significantly reduce your self-employment tax liability by allowing you to take part of your income as distributions rather than salary. While this strategy offers tax advantages, it also comes with administrative requirements and considerations around reasonable compensation and retirement contributions.
The IRS has announced the inflation-adjusted amounts for Health Savings Accounts (HSAs) for 2026, allowing employees to save slightly more in their accounts. For individuals with self-only coverage under a high-deductible health plan (HDHP), the contribution limit is set at $4,400, while for family coverage, it is $8,750. HSAs offer tax advantages, including pre-tax contributions and tax-free withdrawals for qualified medical expenses.
Small businesses can ensure payroll tax compliance by staying updated with regulatory changes, understanding federal withholding, adhering to filing and deposit deadlines, maintaining organized records, and seeking professional advice. These practices help avoid fines, maintain good employee relationships, and stay legally compliant.
This event is designed to help you understand and apply the sweeping changes introduced by the One Big Beautiful Bill (OBBB), and how these developments may influence your financial planning, tax strategy, and business operations.
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Register today to attend our 2025 Recruitment Open House!
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