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Sarah started her career with Lumsden McCormick as a tax intern and now works in the audit and assurance department, where her primary focus is accounting, auditing, and tax matters related to nonprofit organizations and governmental entities. She has significant expertise working with exempt organizations including private and public foundations, primary, secondary, and higher educational institutions, auxiliary organizations, and community colleges in the areas of accounting for and compliance with diversified investment portfolios, tax compliance, and consulting, including unrelated business income and sales tax, information returns, financial reporting, and compliance with Yellow Book and Uniform Guidance.
Daemen University, Bachelor of Science, Accounting
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
- Buffalo Chapter, Director and President
- Nonprofit Committee - Buffalo Chapter, Chair
National Association of College and University Business Officers
New York State Education Department Charter School Audit Guide Committee, Member
Western New York Planned Giving Consortium, Member
American Legion Auxiliary (NY), Member
Habitat for Humanity, Volunteer
Lumsden McCormick Making A Difference (MAD), Volunteer
New York Council of Nonprofits, Inc. (NYCON), Board Member
United Way of Buffalo and Erie County, Volunteer
Recent developments from the U.S. Supreme Court have significant implications for nonprofit organizations that rely on federal funding.
The National Institutes of Health (NIH) has announced a major policy change that will significantly impact universities, research institutions, and nonprofits receiving federal research funding (Research Institutions).
Exit agreements are essential for nonprofit organizations to manage leadership transitions smoothly and fairly. These agreements, developed by the board of directors, outline the terms of a leader's departure, focusing on compensation and the ongoing relationship with the organization.
