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Articles From Lumsden McCormick

Retirement in Sight | August 2020

Topics covered in this month's issue include:

  • Figuring Out When to Start Your Second Act
  • Could an Income Stream Run Right Through Your Home?
  • On the Bright Side

Download the August 2020 issue of Retirement in Sight here.

Retirement in Sight | August 2020

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Dave is a tax partner with over 30 years’ experience in service to closely-held family-run businesses, high net worth individuals, and for-profit flow-through entities. Dave’s expertise lies in the areas of real estate investments, the oil and gas industry, partnerships, S corporations, and closely held C corporations. His day-to-day activities include investment advisory services, the coordination and delivery of tax planning and compliance services for individuals and businesses. Dave holds his FINRA Series 7 and 66 licenses; he also holds Life, Accident, and Health Insurance licenses. 

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