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Whether it is the Lumsden & McCormick e- newsletter, monthly articles, or tax guides, we have several resources available to you to assist you plan for your business and personal financial success.

News, Alerts and Special Announcements

Federal Tax: International Tax - Obama Administration Outlines New Proposals To Reform International Tax Provisions and to Strengthen Enforcement of Offshore Tax Disclosures, February 2010

Federal Tax: Administration Outlines Fiscal 2011 Tax Proposals, February 2010

Employee Plan Benefit (EPB) Commentator, Winter 2010

Tax Planning Letter for Businesses, December 2009

Tax Planning Letter for Individuals, December 2009

The Nonprofit Standard, December 2009

Worker, Homeownership and Business Assistance Act of 2009

 

E-Newsletter

Numbers First is a free publication that is forwarded to clients, prospects and friends of the Firm every third week.  The e-newsletter is available in the following niche areas of practice. 

  • Auto Dealers
  • Business Tax
  • Commercial/Rental Real Estate
  • Construction
  • Estate Planning
  • General Firm News
  • Family Business
  • Health Care
  • Law Firm Management
  • Manufacturing/Distribution
  • Manufacturing/Distribution Canada
  • Not For Profit
  • Personal Tax
  • Retirement

You can subscribe to our free e-newsletter by completing the Information Request Form.

 

Year End Tax Planning Guide
Improve your tax season results and strategies throughout the year by using our 2009-2010 Tax Planning Guide. The Guide is updated annually to reflect current changes made to the law and provides strategies to help you plan for both personal financial and your businesses financial success.

Nonprofit Salary Survey
As a nonprofit executive, you know there is a scarcity of data available about compensation in the Western New York nonprofit business community. You also know that access to compensation information would be valuable to the management and operation of your organization. Published bi-annually, the Lumsden & McCormick Nonprofit Salary Survey is an invaluable resource for nonprofit executives, officers and board members. We are committed to conducting this survey every other year. Our most recent Survey is available electronically as a PDF file

Speakers Bureau
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 accounting, tax, business, and related topics. We can effectively present for educational and instructional purposes to audiences of all sizes at your headquarters or at other Western New York locations. 

Lumsden & McCormick Firm Brochure

 

 

Tax Planning
Guide - 2010

2009 / 2010
Tax Rates

Records Retention Timeline

2008 WNY NonProfit Salary Survey

Educational Conferences

Government Services Team


© Copyright 2009 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.