The combination of LMC and Kepniss promises to expand both firms’ services, especially in tax advisory, real estate-related services, and specialized planning for high-net-worth individuals.
“Stephen Kepniss and Richard Di Palma and their outstanding team bring three decades of highly sophisticated tax experience that will further expand our capacity to meet our clients’ increasingly complex needs,” said LMC CEO Lee M. Cohen, a member of
Kepniss and Di Palma founded their firm in 1994, and it specializes exclusively in tax services. The firm’s eight tax professionals will continue to operate from Kepniss’s Springfield office.
“LMC is not only a New York City professional services leader, as an Ascend partner firm they give us access to world-class technology, advanced training and professional advancement for our team, top-tier peer collaboration, and expanded growth opportunities,” said Kepniss in a statement. “Their extensive resources will free us to focus on serving our clients, advancing our capacity far beyond what we could manage on our own.”
After joining Ascend, LMC adopted an alternative practice structure: LM Cohen & Co. LLP, an independently owned and licensed CPA firm, will provide attest services, and LMC Advisors LLC will provide tax and business advisory services.
LMC Advisors ranked No. 21 on Accounting Today’s Regional Leaders list of the
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