Jim Lundy

Partner | Marcum LLP

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.


Session will be an interactive discussion of the application of Topic 606 to the tax planning and preparation for construction contractors
Learning Objectives:

  • Participants will More