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Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters from our eNewsletter, Numbers First, are listed below. Click here to learn more about our affiliation with the BDO Alliance USA.
To subscribe to our free eNewsletter you may do so online or by contacting Maria Gambacorta.
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Monday, August 20, 2018
Roughly one in five Americans in the workforce believe that "working for pay" will be a major source of their retirement income for reasons such as having a low level of savings and a high level of debt. If this describes your situation, having some solid data in hand may help give … more
Tuesday, October 3, 2017
Some seniors decide to defer Social Security benefits and, instead, apply for a reverse mortgage to meet their cash flow needs. A recent CFPB report points out the risks and costs you should consider before using this strategy.
Wednesday, August 30, 2017
If you're approached with a not-to-be-missed business opportunity, be sure to perform a close due diligence. Recently, 24 individuals were convicted in a fraud scheme involving investments in vending machine businesses.
Thursday, August 3, 2017
Many seniors are uncertain about their federal retirement benefits, including when benefits start, how to apply, who qualifies for survivors benefits and whether benefits will be subject to income tax.
Tuesday, May 23, 2017
As you formulate and adjust your succession plan, your insurance policies can serve as a critical safeguard.
Monday, March 20, 2017
Comprehensive, well-administered benefits are a competitive necessity in today’s business environment.
Thursday, March 9, 2017
Simplified Employee Pensions (SEPs) are stripped-down retirement plans intended for self-employed individuals and small businesses. If you don't already have a tax-favored retirement plan set up for your business, consider establishing a SEP — plus, if … more
Monday, March 6, 2017
Everyone should aim to have a cash reserve. We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.
Monday, March 6, 2017
If your nonprofit’s investment portfolio has recently grown in size and complexity due to a new endowment, it's probably the right time to hire an investment advisor.
Wednesday, October 5, 2016
The deadline for the Department of Labor's (DOL's) new final overtime rule is December 1, 2016. While CFOs at most large U.S. companies have been working overtime themselves to prepare for the changes, many small and midsize firms haven't been as quick to react.