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Amanda joined the Lumsden team in 2021 and has over 15 years of experience in the accounting industry. Her background spans both public accounting and corporate tax, allowing her to offer a well-rounded perspective on tax and financial planning. Amanda works closely with high-net-worth individuals and multi-generational families, delivering tailored, comprehensive solutions to address their tax and financial needs. She specializes in business and individual tax consulting, with a focus on professional services, retail and manufacturing industries, as well as investment partnerships and family foundations.
St. Bonaventure University, Master of Arts, Strategic Leadership
State University of New York at Fredonia, Bachelor of Science, Accounting and Psychology
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
National Academy Foundation, Lake Shore High School Advisory, Treasurer
Amanda loves to travel all over, but NYC holds a special place in her heart. She will often book a last-minute flight to spend a day visiting her favorite bookstores, parks, and restaurants.
This summary discusses the key topics of Lumsden McCormick's February 12, 2025, webinar regarding the expiring provisions of the Tax Cuts and Jobs Act (TCJA).
When planning your estate, leaving specific assets to specific heirs might seem like a good idea, but it can lead to unintended consequences. For example, changes in asset values over time can result in unequal distributions among heirs, potentially disinheriting some family members. To avoid such outcomes, consider distributing your wealth based on percentages or dollar values rather than specific assets.
Business-related meal deductions can still offer valuable tax savings, but recent law changes have tightened what qualifies. Generally, meals are 50% deductible if they meet specific criteria, while certain exceptions allow for 100% deductions. Contact us to clarify the rules and optimize your deductions.
This session will cover key benefits of a federal R&D tax credit, the qualified activities and expenses for federal R&D tax credits, and much more.
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