Cory has over 20 years of experience providing tax and consulting services to commercial businesses and individuals. His expertise lies in the myriad of business development incentives offered by various federal, state, and local agencies to targeted industries such as Manufacturing, Software Development, Technology Companies and many other in order to encourage regional investment, spur job creation, and foster economic growth. The available incentives include refundable tax credits, tax abatements, grants, and forgivable loans. He has extensive knowledge of Start-Up NY, Opportunity Zones, the Excelsior Jobs Program, Qualified Emerging Technology Companies, and various local incentives such as Industrial Development Agency (IDA) benefits. Additionally, he spends his time providing services to Start-Up Companies ranging from a founder with an idea to multi-national tech companies that have raised hundreds of millions of dollars. Cory has experience in all areas of U.S. federal and NY State taxation. He has been with Lumsden McCormick since 2001, was named partner on January 1, 2015. He is a member of the Firm’s Executive Committee and is head of the commercial services group.
EDUCATION
Niagara University, Bachelor of Business Administration, Accounting with a Minor in Computer and Information Sciences
PROFESSIONAL
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
BDO Alliance USA, Tax Group Member
Passed Series 7 and 66 securities exams – Financial Advisor*
COMMUNITY
Nativity of Mary School, Golf Outing Chairman
Niagara University Accounting Advisory Board, past Member and Chairman
Niagara University College of Business Board, past Member
Leadership Buffalo Rising Leader, Graduate
New York State Brewers Association, past Treasurer
Big Brothers Big Sisters of Niagara County, past Treasurer
*Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services SM.
