Brian J. Kern, CPA

Partner

716-856-3300

bkern@LumsdenCPA.com

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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 SIE, 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 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
 

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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