🕰️The Long-Term Impact of Catch-Up Contributions

For those over 50 you are able to contribute up to $7,500 annually to your retirement accounts, the compound balance will surprise you.

Read Catch-Up Contributions

✍🏼The Reasons to Have an Original Will

A will has several purposes as part of your estate plan, and it is necessary to have a signed original copy, and here’s why.

Read Original Will

👩🏼‍⚖️Three Estate Plan Options After Death

An estate plan is still a functioning legal document even after death. We provide three tactics to implement upon death.

Read Estate Plan After Death

Related Articles:

⚖️The Responsibilities of Serving as Executor

📃Planning Vehicles Used to Avoid Probate

🍃Green Energy Home Improvements Earn Tax Breaks

Making green energy home improvements is advantageous for improved energy efficiency as well as tax breaks and incentives for property owners.

Read Green Tax Breaks

📣Firm News

Managing Partner Named to Buffalo Business First Woman of Influence 2023, Community Supporter

Congratulations to Sara Dayton!  She is being recognized for  her volunteer efforts with the SPCA Serving Erie County, Buffalo Erie Marathon Association, and Cradle Beach Camp.

2023 Exempt Organizations Conference Announced

CPAs Earn up to 6.0 Hours of CPE Credit at the 2023 Lumsden McCormick Exempt Organizations Conference.

Firm Clients - Sign-up for eBilling

You can now make online payments to Lumsden McCormick invoices using ACH/bank transfers or via credit card.

Lumsden McCormick Temporary Offices

While we renovate our Cyclorama Building offices, we have moved to 50 Fountain Plaza in Downtown Buffalo.