Corporate & Commercial TransactionsLearn more
Proper legal guidance is essential for all businesses, in every phase of development.
Elder Law & Medicaid PlanningLearn more
Effective planning can preserve family assets while ensuring long term care.
Estate AdministrationLearn more
Navigating the intricate legal and tax requirements after the death of a loved-one can be a daunting task without proper guidance.
Estate PlanningLearn more
Careful planning can maximize the amount of assets passing to loved ones and not taxing authorities.
Landlord – TenantLearn more
We have a full service commercial and residential department that can assist you with a wide range of leasing/landlord-tenant matters. If you are considering buying, selling, leasing, or investing in commercial real estate property you should consult our firm to ensure that your transaction and leases are structured in the most beneficial way. Our firm […]
Effective advocacy requires meticulous preparation and a deep understanding of the facts and laws at issue.
Matrimonial and FamilyLearn more
Family ties are thought to be the most private and enduring relationships in society. As most can attest, however, these relationships are rarely free from conflict. When domestic issues cannot be solved within the home, family law seeks to restore order and provide a fair solution for all parties involved. For many, family law is […]
Real EstateLearn more
Anticipating problems and finding solutions is crucial in every real property transaction.
Religious and Charitable OrganizationsLearn more
Careful planning and proper governance can provide both tax exemption and asset protection.
Taxation and Tax ControversyLearn more
The myriad of complex tax rules can present both traps for the unwary and opportunities for the well-advised.
Who we are
Capell Barnett Matalon & Schoenfeld LLP is a team of dedicated attorneys and staff who provide comprehensive, cost-effective legal services to individuals, businesses, not-for-profit organizations, and religious corporations.
The distinguished legal career of Howard Capell spans 40+ years and diverse practice areas of the law.
Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning.
Gregory Matalon’s practice concentrates in the areas of estate planning, estate administration, elder law and Not-for-Profit and Religious Corporations Law.
Stuart has been a partner at Capell Barnett Matalon & Schoenfeld, LLP since 2005. His areas of concentration include elder law and estate planning, business, corporate and real estate transactions.
Joseph Milano, a former Special Assistant New York State Attorney General, has been successfully representing clients facing complex legal issues in federal and New York State trial and appellate courts and administrative tribunals, for over thirty years. At CBMS, Joe has efficiently and effectively litigated cases for our clients in the areas of commercial and estate matters and church governance.
Since joining the firm in 2009, Renato has primarily focused on the Real Estate, Corporate and Taxation areas of our practice.
Peter joined Capell Barnett Matalon & Schoenfeld LLP (CBMS) as a Partner effective January 1, 2016. He brought with him his team from Sanders Litigation Associates, P.C. (SLA), and a firm which he founded 15 years earlier in 2001.
Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. Whether audits, collection issues or other tax concerns, Yvonne brings a fresh perspective to tax solutions.
Dolly Hoffman joined the firm in 2015; focusing on Litigation and Corporate. Prior to joining the firm, Dolly worked at several global firms where she worked in various areas of law including; Real Estate, Corporate, Corporate Finance, Bankruptcy and Litigation. Past transactional matters have included: inclusionary air rights; tax credits; creation of religious corporations, housing development fund corporations and not-for-profit organizations. International work has included compliance issues with the U.S. tax treaty; and assisting in investigations involving international fraud.
Justin Levy is Counsel at Capell Barnett Matalon & Schoenfeld LLP. Justin’s practice focuses on general commercial litigation, including bankruptcy and securities litigation matters. He also represents clients, such as cooperative and condominium boards, in real estate-related litigation.
Adam Zabary’s practice includes all aspects of commercial and residential real estate litigation, with an emphasis on landlord-tenant disputes, as well as general commercial litigation. Adam handles matters in all five boroughs of New York City and Nassau and Suffolk counties.
Albert Dumaual’s practice includes Tax and Estate Planning. Albert holds an LL.M. in Taxation from the NYU School of Law. Albert earned his Juris Doctor, cum laude, from Touro College Jacob D. Fuchsberg Law Center, where he was recognized as an Honors Scholar and a Public Interest Law Fellow and received several awards at graduation. Albert is a graduate of Rutgers University with a B.A. in Political Science.
Jodi Warren’s practice primarily includes Real Estate, Corporate and Commercial Transactions, and Religious and Charitable Organizations. Jodi represents and counsels clients in all aspects of the development, construction, finance, acquisition, and divestiture of assets.
Erik Olson practices primarily in the areas of Estate Planning and Administration, as well as Estate Taxation. Erik earned his Juris Doctor from Loyola Law School in Los Angeles, where he received honors in the Corporate Law concentration. Erik received a B.A. in Economics from Boston College, and his Paralegal Certification from Boston University.
David Zandi’s focus at Capell Barnett Matalon & Schoenfeld is on Residential and Commercial Real Estate transactions, as well as the representation of Religious and Charitable Organizations. His practice includes sales, acquisitions, leasing and financing on behalf of corporations and non-profit entities, public companies and individuals.
Monica P. Ruela’s practice primarily includes Elder Law, Medicaid Planning, Guardianships, Trusts and Estates, Estate Planning as well as Trusts and Estates Administration.
Christopher C. Haner practices primarily in the areas of Estate Administration and Litigation. In addition, Christopher has several years of experience practicing in the areas of Elder Law and General Civil Litigation.
Travis has extensive experience guiding individual and business clients to successful outcomes. Travis’s experience entails complex corporate matters involving venture-backed startup companies, contracts and transactions, mergers and acquisitions, corporate governance, regulatory compliance, and day-to-day corporate, employment, and intellectual property matters. Travis is especially experienced with working with clients on securities offerings and other corporate and equity transactions through successive rounds of funding.
Presented by CBMS and The Interchurch Center
8:00am – 8:30am Check-in and Breakfast
8:30am – 8:45am Opening Prayer and Introduction
8:45am – 9:15am Keynote Speaker: Rev. Dr. James A. Forbes, Jr.
9:15am – 10:15am Leadership Panel
- Moderator: John Scibilia
Executive Administrator, Plymouth Church of the Pilgrims
- Rev. Peter Cook
Executive Director, NYS Council of Churches
- Rev. Derek Lecakes
Bishop, Atlantic District of the Lutheran Church- Missouri Synod
- Rev. Dr. Robert Alan Rimbo
Bishop, Metropolitan New York Synod of the Evangelical Lutheran Church in America
- Donald V. Romanik
President, Episcopal Church Foundation
10:15am – 10:30am Morning Break
10:30am – 11:30am Mission Driven Development
- Moderator: Renato Matos
Partner, Capell Barnett Matalon & Schoenfeld LLP
- Daniel Martin
President and CEO, NYC Housing Partnership
- Rev. Patrick H. O’Connor
Head of Staff and Pastor, First Presbyterian Church in Jamaica
- Molly Park
Deputy Commissioner for Development,
Housing Preservation and Development (HPD)
- Donna Cole-Paul
Assistant Attorney General, Transaction Section Chief,
Office of the Attorney General
- Abigail Young
Assistant Attorney General, Office of the Attorney General
11:30am – 12:30am Responsible Investing
- Travis A. Allen
SVP, Senior Portfolio Manager, Alliance Bernstein L.P.
- Anne K. Bucciarelli, CFA
Director-Wealth Strategies Group, Alliance Bernstein L.P.
- Kimberly Davis
Partner, Alliance Bernstein L.P.
- Susana McDermott
Director of Communications
Interfaith Center on Corporate Responsibility
12:30pm – 1:30pm Working Lunch (option A or B) courtesy of Capin Crouse
A. Update on New Reporting Standards under ASU2016-14
Fran Brown, Partner & Professional Practice Leader-Attest,
B. Simple Steps to Cybersecurity
Lisa Traina, Partner,
Traina & Associates, a CapinCrouse Company
1:30pm – 2:30pm Important Lessons from Construction Projects
(Big and Small)
- Moderator: John Osborn Partner, John E. Osborn P.C.
Owner, Metropolitan Planning & Management LLC
- Paula Mayo
President and Executive Director, The Interchurch Center
- Moira McClintock
Partner, Ford 3 Architects, LLC2:30pm –3:00pm Afternoon Break
3:00pm –4:00pm Capital Campaigns and Online Giving
- Tom Kissane
Principal and Managing Director, CCS Fundraising
- Gavan Mooney
President, Changing Our World, Inc.
- Stephen J. Nicholl
Director of Development, Diocese of Trenton4:00pm –5:00pm Protecting Your Assets: Insurance Best Practices
- Richard Freiman
Partner, Richard Freiman & Associates PLLC
- Michael Jakob
Vice-President, Carriage Trade Insurance Agency, Inc.
- Lisa O’Brian
President, Baylis & Geist, Inc.
5:00pm –5:15pm Closing Prayer and Remarks
Hear ye, hear ye, come one, come all to the boxing match of the century. Come to this fun and informative lunch to hear the benefits and detriments of a Will v. Revocable Trust.
11:30 AM-12:20 PM
(TAX CPE) (CLE)
Yvonne R. Cort, Esq., and Francis Leo, Section Head, Nonresident Audits, NYS Dept. of Taxation and Finance
This interactive presentation will look at recent developments and practical issues related to a NYS or NYC resident income tax audit, from the perspectives of the practitioner and the State. Topics will include domicile, permanent place of abode, the 183-day rule, and statutory residency. When a taxpayer is selected for the intense scrutiny of a residency audit, it’s important to be prepared.
9:30 AM-11:10 AM and 1:50 PM-3:30 PM
(1 TAX CPE) (1 CLE)
Robert S. Barnett, CPA, JD, MS (Taxation)
S Corporations continue to play an important role in business structure. If the specific rules and requirements are not followed, this special tax status may be lost resulting in significant increases in corporate taxation. This course will focus on new cases and rulings with specific attention to avoiding traps and pitfalls.
- S Corporation- Election and Qualification
- Passive Activity and 3.8 % Medicare Surtax
- Loss Utilization and Basis
- Open Account Debt Regulations
- Shareholder Loans
- Compensation Issues
11:30 AM-12:20 PM and 3:50 PM-5:30 PM
(TAX CPE) (CLE)
Robert S. Barnett, CPA, JD, MS (Taxation)
Single member LLCs are frequently used to provide investment opportunities and will provide increased asset protection. Many partnership tax attributes need to be carefully considered. SMLLC’s often result from unintended consequences such as death of a partner, or may cease to exist when the entity becomes a partnership. Often these status changes occur in unintended ways such as a death of a partner in a two person partnership. This presentation will discuss many surprising aspects of SMLLC’s and their tax consequences.
- Hidden Partnerships
- Check the box regulations
- Conversion of Partnership to SMLLC
- Conversion of Corporation to SMLLC
- Election out of Partnership
- Various Tax Elections including IRC § 704(c)
- Payroll Taxes
S Corp Update Including Basis & Loss Utilization
(1 TAX CPE) (1 CLE)
This program concentrates on S Corporation basis and loss utilization. Many CPAs have expressed interest in basis calculation and how S Corporation losses may best be utilized. The Internal Revenue Service frequently audits S Corporation losses and this program is designed to provide assistance in applying the rules to practical considerations.
- Basis Calculations
- Open Account Debt Regulations
- Accounting Considerations
- Recent Cases & Rulings
- Passive Activity Considerations
- Final Year Suspended Losses