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Articles From Lumsden McCormick Financial Services

Lumsden McCormick provides resources to assist you as you plan for your business and personal success. Articles published by our accountants, resources available through our affiliation with the BDO Alliance USA and our industry-specific newsletters are listed below.
Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Posted by Jeffrey Budzinski on June 13, 2023

Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have.

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Important Birthdays Over 50

Important Birthdays Over 50

Posted by Jeffrey Budzinski on June 08, 2023

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

Posted by Austin Robare on June 06, 2023

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

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Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

Posted by Jeffrey Budzinski on June 01, 2023

Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

Posted by Jeffrey Budzinski on May 30, 2023

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

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Countdown to College

Countdown to College

Posted by Austin Robare on May 25, 2023

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.

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Are You Ready for an Estate Tax Sunset?

Are You Ready for an Estate Tax Sunset?

Posted by Jeffrey Budzinski on May 23, 2023

Although this sunset is coming, the good news is that it's still a few years away.

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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Posted by Jeffrey Budzinski on May 18, 2023

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

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Lumsden McCormick Office Suffers Fire

Lumsden McCormick Office Suffers Fire

Posted by Sara Dayton on May 15, 2023

On Sunday, May 14, Lumsden McCormick headquarters at 369 Franklin Street, Buffalo, NY, suffered a fire. Thankfully, no one was in the office at the time and there were no injuries. 

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Understanding FDIC Insurance

Understanding FDIC Insurance

Posted by Jeffrey Budzinski on March 16, 2023

It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited.

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