{title} icon

Articles From Lumsden McCormick

Webinar Recording Available: The CARES Act and Retirement Planning - and Form CRS

Join Lumsden McCormick Financial Services for a discussion of the CARES Act and its implications for individuals and retirement planning. We also quickly review Form Customer Relationship Summary (CRS) issued by Avantax Wealth ManagementSM in July 2020 and address any related questions. View the full webinar recording here.

Join Our Experts

Webinar Recording Available: The CARES Act and Retirement Planning - and Form CRS

for more information

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. 

SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

How Can We Help?