Income Tax Planning in Light of Increased
Federal Estate Tax Exemption

Considering the changes to the federal estate tax thresholds, income tax planning is now even more important. Also, consider that state tax laws including New York can impact your short and long term goals.

Read Federal Estate Tax Exemption

Get a Head Start on Tax Planning for Year-End 2022

Prior to meeting with your Lumsden McCormick advisor, take a few minutes to review these tax saving strategies.

Read Year-End Tax Planning

Special Taxes for High-Income Earners

High-Income earners face two special taxes, see if you are required to pay the net investment income tax (NIIT) and/or the Medicare Tax.

Read High-Income Earners

Estate and Retirement Planning

Differences Between
Individual and
Trust Donations

Solo 401(k) Retirement Plan
is a Favorable Option
for the Self-Employed

Actions to Take to Avoid Common Estate Plan Pitfalls

Infographic: Actions to
Avoid Common
Estate Plan Pitfalls

We have News!

Lumsden McCormick is pleased to announce the appointment of Sara M. Dayton, CPA to Managing Partner effective January 1, 2023. Sara will be the first female partner in the history of the Firm.

Read the news release and congratulate Sara.

Income Tax Planning in Light of IncreasedFederal Estate Tax Exemption

Special Taxes for High-Income Earners

We have News!

Income Tax Planning in Light of Increased
Federal Estate Tax Exemption