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Do you need a keynote speaker or guest lecturer? We have the solution - a Lumsden & McCormick expert. Our partners and professional staff are experts in many areas related to accounting, financial concerns and owning and operating a business, nonprofit organization or governmental entity. Topics can range from the more complex accounting pronouncements or more general information such as reading and understanding financial statements. We can effectively present a variety of accounting, business and financial related topics to audiences of all sizes at your headquarters or at other Western New York locations. Go to our Directory for an alphabetical directory of our partners highlighting their experience and expertise. For more information or to schedule a speaker for your next meeting please Contact Us .

 

 

Tax Planning
Guide - 2010

2009 / 2010
Tax Rates

Records Retention Timeline

2008 WNY NonProfit Salary Survey

Educational Conferences

Government Services Team


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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 states of Arizona, Arkansas, California, Connecticut, Florida, Maryland, New York, North Carolina, Pennsylvania, Tennessee, and Virginia. This is not an offer to sell any security in any other jurisdiction.