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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 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 Avantax Investment Services SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services SM.
Over $10 billion dollars have been deployed into qualified opportunity zone investments. While the investment has slowed, COVID-19 and additional guidance has created renewed interest in utilizing this program to assist with underserved communities and to provide tax relief for investors.
On June 8, the Federal Reserve released revised term sheets for its Main Street Lending Program (MSLP), ahead of the program becoming officially operationalized. The MSLP aims to increase the flow of credit to small and medium-sized businesses that were in good financial standing prior to the COVID-19 crisis.
If you did not receive a Paycheck Protection Program loan, you may want to consider the CARES Act Employee Retention Credit.
AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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TaxWatch Level 2 provides learning opportunities on intermediate corporate, individual, and other entity type tax topics.
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