Brian J. Kern, CPA

Partner

716-856-3300

bkern@LumsdenCPA.com

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Brian is an experienced tax professional who devotes his professional time to structuring tax strategies in the areas of compliance, consulting, planning, and transactional work. He works closely with a broad range of high-net-worth individuals and privately owned commercial businesses, specializing in the areas of energy, financial institutions, professional services, and real estate, and serves as the tax practice leader for our Manufacturing niche. Brian joined Lumsden McCormick in 2006 as a staff accountant; he was name partner in 2018.  

EDUCATION

Canisius College, Bachelor of Science in Accounting, Accounting Information Systems

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants

  • Director, Buffalo Chapter

Financial Advisor, Passed Series 7 and 66 Securities Exam
Manufacturers Association of the Southern Tier
Buffalo Niagara Manufacturing Association

COMMUNITY

Elma Marilla Wales Boys & Girls Club, Board Member
The Salvation Army - Buffalo Area Services
Canisius College, Council of Accountancy

FUN FACTS

Brian enjoys spending his free time with his daughter, Mila, who was born in 2018. He enjoys cooking – making gourmet meals and spending time with family and friends. When not at home, Brian enjoys traveling. A few of his favorite spots are the Caribbean, Florida, New York City, and Boston.

Service Expertise

  • Asset and Income Protection
  • Business and Succession Planning
  • Debt Management
  • Education Planning
  • Estate and Gift Planning
  • Insurance
  • Investment Management
  • Retirement Planning
  • Special Situations
  • Tax Planning
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