Our leadership team is actively involved in all client matters and maintain a strong field presence on engagements.
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We provide unprecedented accessibility to all service team members.
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Kerry joined Lumsden McCormick with over 10 years of experience in areas of business tax and cost segregation along with tax compliance for individuals. Her experience includes real estate for hospitality, multifamily housing, and commercial properties; historic tax credits; partnerships; and private equity and family wealth.
University of Denver, Master of Science, Taxation
John Carroll University, Bachelor of Science, Business Administration/Accounting
American Institute of Certified Public Accountants
Colorado State Association of Certified Public Accountants
CREW Network (Commercial Real Estate Women), Colorado
New York State Society of Certified Public Accountants
During these challenging times, companies must have access to cash to help offset unforeseen costs, whether for buying personal protective equipment (PPE) for on-site employees or investing in the technology needed to keep a remote workforce safely and efficiently connected.
Financial distress brought on by the COVID-19 crisis may cause some people to be unable to repay their debts. Debt forgiveness offered by lenders may provide some relief, but there can be a tax downside: If a creditor forgives all or part of a debt, it results in so-called “cancellation of debt” (COD) income.
From the pandemic to new tax laws, small business owners face substantial volatility as they implement tax planning strategies in 2020. Uncertain market conditions are expected to persist at least until the November elections — and possibly even longer.
View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.
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AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.
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