Michē C. Needham, CPA

Partner

716-856-3300

mneedham@LumsdenCPA.com

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Michē is an experienced tax professional responsible for the development and implementation of tax engagement strategies. She works with businesses and individuals in order to assure conformity with federal and state tax standards and to minimize taxes and related costs. Michē has experience in all areas of U.S. federal and New York State taxation and performs tax-related services to C and S corporations, partnerships, and individuals. She graduated from the State University of New York at Buffalo and has been with Lumsden McCormick since 2003. In 2014, Michē passed the Series 7 and 66 exams and acts as a referring advisor for Lumsden McCormick Financial Services, LLC

EDUCATION

State University of New York at Buffalo, Bachelor of Science, Accounting

PROFESSIONAL

American Institute of Certified Public Accountants            
New York State Society of Certified Public Accountants
Independent Oil & Gas Association of New York
Passed Series 7 and 66 securities exams – Financial Advisor*
BDO Leadership Institute, 2015 Graduate

COMMUNITY

Buffalo and Erie County Botanical Gardens, Board of Directors, Board Chair
American Business Women’s Association Western New York Charter Chapter, Member

 

*Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
 

Upcoming Events

AuditWatch University Level 3

AuditWatch University Level 3

May 23, 2020

AuditWatch University Level 3: Beginning In-Charge Training prepares auditors to take in-field responsibility for an audit engagement. It mixes discussion with case studies to provide an in-depth look at designing and completing the key steps in an audit.

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AuditWatch University Level 2

AuditWatch University Level 2

May 23, 2020

AuditWatch Level 2: Experience Staff Training introduces auditors to the complete audit process and plan. It focuses on ways for staff and senior accountants to significantly participate in the risk assessment procedures, including efforts surrounding internal controls.

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