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We currently provide professional services to more than 200 nonprofit organizations in various industries including human services, voluntary health and welfare, education, performing arts, foundations and more. We can assist you with:

  • Applying for and receiving federal and state tax-exempt status
  • Preparation of mandatory federal and state informational tax forms
  • Assistance with various state charity bureaus
  • Identifying potential Unrelated Business Income Tax areas and advising on ways to minimize any related federal and state tax
  • Audit representation
  • Assistance with tax research

For more information on exempt organizations please contact Donna M. Gonser .

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TAX PLANNING GUIDE - 2008

2008 ECONOMIC STIMULUS ACT

    2007 / 2008      TAX RATES

2008 GOVERNMENT SERVICES TEAM
WNY NONPROFIT SALARY SURVEY
EDUCATIONAL CONFERENCES
403 Main Street, Suite 430, Buffalo, NY 14203        |        Phone: 716.856.3300         |        Fax: 716.856.2524


© Copyright 2008 Lumsden & McCormick, LLP. All Rights Reserved.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.

Lumsden & McCormick Financial Services, LLC is not affiliated with 1st Global Capital Corp.

Investment Advisory Services including fee based asset management accounts held through NFS LLC are offered through 1st Global Advisors, Inc.

All other financial planning services are offered through Lumsden & McCormick Financial Services, LLC.

We have individuals registered to offer securities in the state of New York. This is not an offer to sell any security in any other jurisdiction.