“Faithful and Smart” Radio Program with Renato Matos debuts
Join partner Renato Matos Mondays at 9:30 p.m. for “Faithful and Smart”. Renato will discuss strategies for churches to effectively execute their mission with Dr. John Scibilia, Executive Director of Council of Church Advisors. Debuting 2/25, tune in to AM570 The Mission Radio on Mondays at 9:30 p.m. https://lnkd.in/eQWsMZG
We are pleased to announce the relocation of our Manhattan office and continued growth of our firm!
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
Partners Robert Barnett, Gregory Matalon, and Counsel Damianos Markou presented at the Nassau County Bar Association
Partners Robert Barnett, Gregory Matalon, and Counsel Damianos Markou presented an evening CLE program at the Nassau County Bar Association. Mr. Barnett and Mr. Matalon presented on “Ending a Trust or Estate”. Mr. Markou presented on accounting litigation involving an estate.
Please feel free to contact the attorneys for guidance on the topics they addressed.
CBM&S Welcomes Damianos Markou as Counsel in Its Trusts and Estates Practice
Mr. Markou concentrates his practice on Trusts and Estates matters, with a focus on Trust & Estate litigation proceedings in New York State Surrogate’s Courts.
Damianos has extensive experience and has successfully represented individual and corporate clients in a variety of Surrogate’s Court proceedings including probate contests, contested accountings, discovery proceedings, reverse discovery proceedings, construction proceedings, right of election proceedings, guardianships, administration proceedings and other miscellaneous Surrogate’s Court proceedings.
Mr. Markou has represented individual and corporate clients in the administration of estates and trusts and has successfully represented and defended clients’ estate tax filings before the Internal Revenue Service and the New York State Commissioner of Taxation and Finance. Damianos is also involved in estate planning and the drafting of wills and trusts for his clients.
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.
CBM&S Held its Fourth Annual Interchurch Conference on November 8th, 2018
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”.
Partner Renato Matos and Associates Jodi Warren and David de Barros presented.
Pictured: Jodi Warren moderating panel, guest presenter, “The Collaborate Hour’s” Dr. David Ireland presenting at event luncheon, Renato Matos and guest, guests, and participants enjoying a jazz reception following the event.
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!
CBM&S welcomes associate Connor Dolgon
Associate Connor Dolgon focuses his practice on real estate and commercial litigation. He represents clients in all forms of commercial disputes, including breach of contract causes of action and landlord and tenant proceedings. He is experienced in all stages of litigation from drafting pleadings and conducting discovery through the preparation and argument of substantive and procedural motions, as well as trial and appeal. Connor was previously an associate at a law firm based on Long Island.
Mr. Dolgon is a graduate of Cardozo School of Law and earned his Bachelor of Arts degree from the University of Maryland. He is a member of the New York City Bar Association. Connor is also a member of New York County Lawyers Association (NYCLA), where he serves on the Young Lawyers Committee.
We are pleased to have Connor on the CBMS team!
Bio page coming soon.
Partners Greg Matalon, Yvonne Cort and Robert Barnett were featured speakers at 2018 The Accounting & Finance Show
Gregory Matalon presented on Wealth Management: Important Tax issues to Consider When Ending an Estate or Trust. Yvonne Cort, a partner in the firm’s Taxation area, lectured on “Collateral Consequences of Not Paying Taxes: Passports, Driver’s Licenses at Risk”. Robert Barnett, a partner in the firm’s Tax, Estate Administration and Estate Planning areas and Gregory Matalon, a partner in the firm’s Estate Administration and Estate Planning co-presented for a session titled: “Will v. Revocable Trust – The Boxing Match of the Century”.
Please feel free to contact the partners about any of these topics.
Partner Yvonne R. Cort honored at the LI Power Women in Business gala event.
Partner Yvonne R. Cort was recently honored at the LI Power Women in Business gala. The award, from Long Island Press, recognizes top Long Island businesswomen and community leaders for their outstanding leadership and contributions to the community.
CBMS attorneys and friends joined in the celebration.
Pictured: Joseph Milano, Peter Sanders, Abby Alhante, Yvonne Cort, Gregory Matalon, and Erik Olson.