2018 Year-End Tax Planning for Individuals
Like an annual physical examination is important for maintaining good health, an annual financial examination that includes year-end tax planning can enhance your financial well-being.
Dale is an expert in the areas of individual income taxation, estate, trust, and gift tax planning, and succession planning for privately held businesses. Dale works one-on-one with clients to avoid surprises by taking the extra steps to run detailed projections, research likely outcomes, explore flexible tax-saving options, and prepare thoughtful recommendations. Dale enjoys working with both individual and corporate clients, providing valuable tax planning advice while serving as a trusted advisor – in many cases, for multiple generations. He was named partner in 1991 and has been with the Firm for more than 40 years. Dale assists in the supervision of approximately two dozen tax professionals who work together to assure conformity with federal and state tax standards, while minimizing taxes and related costs.
Daemen College, Bachelor of Science in Accounting, Cum Laude
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Financial Planning Counselors of Western New York, Member and past President
Estate Analysts of Western New York, Member and past President
Annual Institutes on Taxation, Past Co-Chair for the 44th and 45th Sessions
Daemen College, Member of Board of Trustees and past Chair
Community Foundation for Greater Buffalo, Professional Advisors Council, past Co-Chair
Community Music School of Buffalo, past Chair and Trustee Emeritus
Irish Classical Theatre Company, past Trustee
Western New York Heritage Magazine, Director
View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.Learn More