Partner Yvonne Cort, who focuses on Tax and Tax Controversy, authored the article below for the October 2018 issue of the National Conference of CPA Practitioners Nassau/Suffolk Chapter Newsletter.
We look forward to meeting our New York City clients in our new Manhattan office.
We will continue to serve our Long Island clients in our Jericho office.
New Manhattan Address:
1385 Broadway, 12th Floor
New York, New York 10018
Our main contact numbers for New York will remain the same.
Tel: (212) 661-1144
Fax: (212) 643-1330
Associate David Zandi was featured in the New York Real Estate Journal special Year in Review: 2018 edition. You may read Mr. Zandi’s interview here.
Five CBM&S attorneys were featured presenters at the Long Island Tax Professionals Symposium, November 2018
CBM&S attorneys Robert S. Barnett, Gregory Matalon, Stuart Schoenfeld, Yvonne Cort, and Monica Ruela were each featured presenters at the Long Island Tax Professionals Symposium, a 3-day event that took place November 14th-16th at the Crest Hollow Country Club.
Partners Robert Barnett and Gregory Matalon presented an Estate Planning and Q&A Luncheon. Additionally, Robert Barnett presented a session on Estate Tax changes, participated on a panel on Longevity Planning and lectured on the TCJA and Select Business Considerations and on 199A Aggregation Rules. Partner Stuart Schoenfeld and associate Monica Ruela presented on Navigating the Medicaid Application Process. Partner Yvonne Cort will present on a panel on IRS Collections Updates: Passports at Risk.
The Fourth Annual Interchurch Center Conference took place on November 8th, 2018. This year’s topic was “Mission Driven Development”. The event attracted nearly 300 attendees, who gathered to learn about topics such as “Understanding Project Feasibility & Potential Deal Structures”, “Developing a Business Plan for Financial Stability”, “Designing the Church of Tomorrow” and “Construction Oversight & Accountability”.
MLMIC: Initial appointment of policy administrator does not necessarily extend to distribution of the cash payments
Partner Joseph Milano issued this important memorandum to his clients on September 26, 2018.
Associate Jodi Warren, whose practice focuses on advising religious and nonprofit organizations, was profiled in this week’s New York Real Estate Journal: 2018 Women in Real Estate issue. The profile highlights a recent deal Ms. Warren structured that helped a financially troubled church generated income and continue its mission for the long term.
You may read the profile here
Partner Renato Matos and Associate Jodi Warren to present at a webinar titled “Mission Driven Development”
As churches struggle with shrinking congregations and increasing operating and capital expenses, many congregations have looked to redeveloping their valuable real estate assets to ensure their long-term viability. This lecture will discuss the steps to a successful redevelopment project from preparing a mission plan through the construction process and beyond, including an in-depth look at various options and deal structures available to churches. It will also cover church best practices as well as how to avoid common pitfalls.
The webinar will be hosted by Practical Resources for Churches (PRC). It will take place on October 9th at 7 p.m. Sign up details to follow!
Associate Jodi Warren, whose practice focuses on advising religious and nonprofit organizations, was published in Thomson Reuters Checkpoint, Real Estate Taxation Journal, 2nd Quarter 2018. This article was also published in the Taxation of Exempts Journal, July/August 2018.
You may read the article here.