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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 in 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 exam – 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.
What’s the most popular choice of entity: sole proprietorship, C corps, S corps, partnership or LLC? A recent report by the Joint Committee on Taxation answers this question — and highlights trends in how businesses have been structured over the last 35 years.
The government shutdown is nearing its third week, just as the 2018 tax filing season is beginning to gear up. How will it affect your tax filing preparations?
The IRS recently issued proposed reliance regulations to help clarify the new qualified business income (QBI) deduction that was introduced as part of the Tax Cuts and Jobs Act.
Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
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