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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.
State University of New York at Buffalo, Bachelor of Science in Accounting
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 exam – Financial Advisor*
BDO Leadership Institute, 2015 Graduate
Buffalo and Erie County Botanical Gardens, Board of Directors, immediate past 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.
Mandatory IRA payouts are called required minimum distributions (RMDs). While there’s a stiff penalty if you fail to take timely distributions, taking RMDs also will cause you to report additional taxable income on your federal income tax return. Here are the rules regarding RMDs and a tax-smart strategy for meeting your RMD obligations.
Many business entities are set up as partnerships. Although there are legitimate reasons for some businesses to choose this structure, partnership status may be undesirable for certain activities involving more than one co-owner.
If you’d like to reduce your 2018 tax liability, consider taking these year-end tax planning steps now.
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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