Federal Opportunity Zones: Investment and Deferral Strategy
With the passage of tax reform legislation knows as the Tax Cuts and Jobs Act (TCJA), a significant opportunity exists for investors to defer capital gains tax owed.
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.
Canisius College, Bachelor of Science, Accounting and Accounting Information Systems
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
Elma Marilla Wales Boys & Girls Club, Board Member
The Salvation Army - Buffalo Area Services
Canisius College, Council of Accountancy
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.
View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.Learn More