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Cory has over 15 years of experience providing tax 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 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, and various local incentives such as Industrial Development Agency (IDA) benefits. Additionally, he spends his time providing services such as compliance, research, transaction structuring, and family planning. 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 recruitment team and commercial services group.
Niagara University, Bachelor of Business Administration, Accounting with a Minor in Computer and Information Sciences
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
BDO Alliance USA, Tax Group Member
Passed SIE, Series 7, and 66 securities exams – Financial Advisor*
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 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
On April 17, 2019, the IRS and Treasury issued its much anticipated second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones.
More than a year after sweeping federal and state tax reform were enacted, businesses of all sizes are still wrapping their arms around the changes. Strategic tax planning now is key to lowering businesses’ total tax liability.
The IRS has issued final regulations on determining allowable deductions based on qualified business income (QBI) from pass-through entities. This break is available only through 2025, unless it is extended by future legislation.
Join Lumsden McCormick for our 25th Annual Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
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Federal, State, and Local incentives/credits manufacturers should be aware of.
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