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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.
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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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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SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

Posted by Austin Robare on March 14, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement.

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Avantax Market Update - February 2023

Avantax Market Update - February 2023

Posted by Jeffrey Budzinski on February 15, 2023

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Don’t Limit Your Business to a State Retirement Plan

Don’t Limit Your Business to a State Retirement Plan

Posted by Austin Robare on February 02, 2023

Many states across the nation are passing legislation to provide workers with access to employer-sponsored retirement plans. In this article we introduce you to this legislation and share the benefits of selecting a 401 (k) plan outside of the mandated state option.

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What’s My 2023 Tax Bracket?

What’s My 2023 Tax Bracket?

Posted by on January 31, 2023

Every year, the IRS evaluates and typically adjusts certain tax provisions to account for inflation.

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