Marcum LLP

James Lundy


CPA*
 
James  Lundy, Partner, Tax & Business
Partner
Tax & Business
*Licensed by the States of Tennessee, Florida, South Carolina and Oregon
 

401 Commerce Street
Suite 1250
Nashville, TN 37219

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Jim Lundy is a partner in the Tax & Business Services division and a member of Marcum’s national Construction Industry Practice group. With more than 30 years of experience in both public and private practice, Mr. Lundy is one of the most respected tax consultants in the construction industry. He works regularly with more than 350 construction entities to provide a wide range of tax services. Services include performing tax physicals to provide a full overview of a construction company’s tax compliance and planning opportunities, establishing continuity and succession plans for contractors, dealing with federal and state authorities regarding tax issues important to contractors and leading in the timely completion of tax reporting required for the construction industry.

Mr. Lundy is an accomplished speaker and the author of many articles published on construction tax-related issues. The Tennessee Society of CPAs has honored him as Speaker of the Year more than 10 times; the Alabama Society of CPAs has presented him with their Thomas A. Ratcliff Outstanding Discussion Leader Award; and he has been the highest-rated speaker at both the American Institute of CPAs’ National Construction Industry Conference and the AICPA National Tax Conference.

He is often sought out to provide in-house training to other CPA firms and organizations interested in obtaining the most up-to-date and practical applications of the tax rules and regulations pertaining to the construction industry. He has also testified before the Tennessee Tax Commission regarding the taxation of multi-state contractors.

Mr. Lundy is a past chair of the TSCPA Construction Committee and is former chairman of the AICPA National Construction Committee. He helped direct the very successful initial statewide construction conference and has been active in other committees, including the Continuing Education Committee, the Accounting Careers Committee, the Tennessee Road Builders Investment Committee and the Board of Directors of the Middle Tennessee Associated Builders and Contractors.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA), former chair, National Construction Committee
  • Middle Tennessee Associated Builders and Contractors, Board of Directors
  • Richland Country Club Finance Committee
  • Tennessee Road Builders Investment Committee
  • Tennessee Society of CPAs, chair, Construction Committee
Articles, Seminars & Presentations

Highly sought after industry speaker regularly presenting at state and national trade groups. Frequent topics include:

  • New State Laws for Builders
  • Continuity and Succession Planning for Contractors
  • Lessons on Look-Back
  • Most Commonly Missed Construction Taxation Strategies
  • Pre Year End Tax Planning Strategies For Contractors - What You Need to Know About The New Tax Law

Career speaking highlights include:

  • AGC/CFMA Construction Financial Management Conference
  • AICPA Construction and Real Estate Conference
  • AICPA National Tax Conference
  • CFMA Annual Convention
  • FICPA Construction Conference
  • Foundation Software User Conference
  • Viewpoint User Conference
Subject Matter Expertise

Contractor Tax Physicals
Federal and State Tax Compliance
Pre-Year End Tax Planning
Succession Planning

Practice Focus

General Contractors
Real Estate
Electrical
Heavy Highway

Education

Bachelor of Science, Accounting
Lipscomb University

Awards & Recognition

Speaker of the Year, Tennessee Society of CPAs
Thomas A. Ratcliff Outstanding Discussion Leader Award, Alabama Society of CPAs
Highest Rated Speaker, American Institute of CPAs - National Construction Industry Conference and National Tax Conference

Related News

Construction Executive's Managing Your Business published an article by Tax Partner James Lundy about the critical importance for construction contractors to undertake annual tax planning.


As Seen In

Construction Executive's Managing Your Business published an article by Tax Partner James Lundy about the critical importance for construction contractors to undertake annual tax planning.

More than almost any other industry, construction contractors need to spend time and resources planning for their income taxes before the end of their fiscal ....

 
 
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