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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.

User Guide for Client Portal
Portal is a new method we are implementing for secure file tansfer to and from our clients.

News, Alerts and Special Announcements

NEW! Energy Outlook, Winter 2012

NEW! Wage Theft Prevention Act, NYS Department of Labor
Wage Theft Prevention Act Fact Sheet
Wage Theft Prevention Act FAQ
Example Notice - Exempt Employee
Example Notice - Hourly Employee

NEW! Ac'sense Corporate Governance Issues Alert, January 2012

NEW! FASB: 2011 Accounting Year in Review, January 2012

NEW! Real Estate Monitor, Winter 2012

NEW! Fixed Assets, January 2012
Temporary Regulations Regarding Deduction And Capitalization Of Expenditures Related To Tangible Property

NEW! Tax Planning Letter for Businesses, December 2011

NEW! Tax Planning Letter for Individuals, December 2011

NEW! Nonprofit Standard, December 2011

Ac'sence Corporate Governance Issues Alert, October 2011

Real Estate Monitor, Fall 2011

Nonprofit Standard, September 2011

Year-End Fundraising Campaign Planning Guide eBook
Sage Nonprofit Solutions, August 2011

2011 BDO 600 SURVEY – Board of Directors Pay Study
Survey of Board Compensation Practices of 600 Mid-Market Public Companies

Health Care Newsletter, Summer 2011
Compensation Survey, Health Care Industry and other topics.

Natural Resources Record, Summer 2011

Fixed Assets, August 2011
Clarifying Conflicting Guidance: Depreciation Classification Of Wireless Telecommunication Assets

Compensation & Benefits, July 2011
FDIC Votes To Finalize Rule On Clawbacks Of Executive Pay

Assurance Practice, 2nd Quarter 2011
Significant Accounting and Reporting Matters

Fixed Assets, July 2011
Classification of Service Stations/Auto Dealerships For Depreciation Purposes

Nonprofit Standard, July 2011

BDO Ac'sense Program Newsletter, July 2011
Corporate Governance and Financial Reporting Developments

2010 WNY Nonprofit Salary Survey, July 2011

International Tax Alert, June 2011
Update on Filing Deadlines for Certain Individuals With Signature Authority Only Over Foreign Financial Accounts

IRS Announces Mileage Reimbursement Rate Increase to 55.5¢
June 23, 2011

International Tax Alert, June 2011
Potential to Extend Time for Making Submissions for the 2011 Offshore Voluntary Disclosure Initiative

Contingent Consideration, June 2011
Contingent Payments to Selling Shareholders and Employees

International Tax Alert, June 2011
Treasury and Internal Revenue Service Issue Additional Guidance on FATCA

International Tax Alert, April 2011
Internal Revenue Service Issues Newly Revised Form Td F 90-22.1 For Foreign Bank And Financial Account Reporting

International Tax Alert, April 2011
Opportunity for Penalty Free Late Filings Under the 2011 Offshore Voluntary Disclosure Initiative

Compensation and Benefits, Reporting of Employer-Provided Health Care Costs, April 2011

Nonprofit Standard, Winter 2011

Federal Tax:
Foreign Financial Account Reporting Regulations Issued In Final Form: Signature Authority Addressed, March 2011

NYS Excelsior Jobs Program - Benefits Double, April 5, 2011

Real Estate Monitor, Winter 2011

International Tax Alert
Foreign Financial Account Reporting Regulations Issued in Final Form: Signature Authority Addressed,March 2011

International Tax Alert
U.S. Withholdings on Payments to Foreign Payees, March 2011

EBP Commentator
Employee Benefit Plan Audit Practice Newsletter, Winter 2011

BDO Knows: FASB, 2010 Accounting Year in Review, January 2011

BDO Federal Tax Alert, December 2010
Tax Relief Act Extends Current Tax Rates, Renews Expiring Provisions and Provides New Incentives for Investment

Federal Tax Alert: Capital Gain Exclusion on Small Business Stock, November 2010

Federal Tax Alert: Small Business Jobs Act, October 2010

Health Care Reform Bill and HIRE Act, May 2010

 

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 2010-2011 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

 

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2012
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Pocket Guide

Educational Conferences

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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.

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