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Connie has experience in all areas of U.S. Federal and New York State taxation. While specializing in performing tax-related services for individuals, trusts, and estates, Connie also provides tax services to privately held businesses and private foundations.
Daemen College, Bachelor of Science in Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Estate Analysts of Western New York
Financial Planning Counselors of Western New York
Connie loves to travel with her husband and two sons and their goal is to visit all 58 national parks in the United States. So far, they have visited the Great Smoky Mountains, Joshua Tree National Park, Yellowstone, and Grand Teton National Parks.
The SSA explains that it's seeking to reconcile discrepancies between the names and Social Security Numbers (SSNs) it has on file with the names and SSNs that employers report.
Every year, the IRS releases cost-of-living adjustments to qualified retirement plan amounts. For tax year 2019, many of the limits applicable to pensions and other retirement plans will increase, but some will remain unchanged from 2018.
View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.
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