The award will be presented at the North Shore Towers Country Club in Floral Park on August 29, 2016.
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 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.
Partner Gregory L. Matalon to Present the Howard J. Capell Award for Exceptional Service at Quality Services for the Autism Community 40th Anniversary Gala
CBM&S is pleased to continue its support of Quality Services for the Autism Community (QSAC). The firm will celebrate QSAC’s 40th Anniversary of service to the community at their annual Gala, as Gold sponsors of the event. This year’s theme is Believe, and partner Gregory L. Matalon will have the honor of speaking and presenting the Howard J. Capell Award for Exceptional Service to honoree Larry Litwack, Esq.
This award honors the memory of founding partner Howard J. Capell, (December 31, 2017). Howie was a dedicated humanitarian and philanthropist and had served on the QSAC Board of Directors. Award recipient Larry Litwack, Esq. is being recognized for his six years of service as a QSAC Board Member and for his ongoing dedication to supporting the needs of children and adults with autism throughout New York City and Long Island.
Award presenter Gregory L. Matalon is a partner in the firm’s Estate Planning & Administration group who is committed to serving his community, holding several leadership positions.
QSAC has provided children and adults with autism with access to high impact community-based learning opportunities. To learn more about this event or Quality Services for the Autism Community, please visit the QSAC web site.
The QSAC Believe gala will take place at the Lighthouse at Chelsea Piers on June 12th.
The Interchurch Center and CBM&S Law hosted a free, educational conference about updates on laws that affect religious organizations.
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.
Partner, Alliance Bernstein L.P.
Director of Communications
Interfaith Center on Corporate Responsibility
12:30pm – 1:30pm Working Lunch (option A or B)
Courtesy of Capin Crouse
Update on New Reporting Standards under ASU 2016-14
Partner & Professional Practice Leader-Attest, CapinCrouse LLP
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
President and Executive Director, The Interchurch Center
Partner, Ford 3 Architects, LLC
3:00pm –4:00pm Capital Campaigns and Online Giving Brian Crimmins
CEO, Changing Our World, Inc.
Principal and Managing Director, CCS Fundraising
Stephen J. Nicholl
Director of Development, Diocese of Trenton
4:00pm –5:00pm Protecting Your Assets: Insurance Best Practices
President, Baylis & Geist, Inc.
Vice-President, Carriage Trade Insurance Agency, Inc.
Partner, Richard Freiman & Associates PLLC
5:00pm –5:15pm Closing Prayer and Remarks
The Interchurch Center & CBMS Law hosted a free, educational conference about updates on laws that affect religious organizations on
October 16, 2016, 8:30am – 5:00pm
Important Updates on the Laws that Affect Religious Organizations
8:30 AM – 9:00 AM: Registration and Breakfast
9:00 AM – 9:15 AM: Opening Prayer and Remarks
9:15 AM – 9:45 AM: Keynote Address: Manhattan Borough President, GALE A. BREWER
9:45 AM – 10:45 AM: Session 1: Interacting with NYC Government Agencies
10:45 AM – 11:00 AM: Networking Break
11:00 AM – 11:30 AM: Session 2: Avoiding Common Pitcalls in Real Estate Transactions
11:30 AM – 12:00 PM: Keynote Address: Bronx President, RUBEN DIAZ, JR
12:00 PM – 1:15 PM: Complimentary Lunch
1:15 PM – 2:30 PM: Session 3: Church Administration – Panel and Q&A
2:30 PM – 2:45 PM: Networking Break
2:45 PM – 3:45 PM: Session 4: Preparing to Sell or Lease Property – The Role of the Attorney General in Real Property Transactions
3:45 PM – 4:45 PM: Session 5: Best Practices for Corporate Governance and Accounting Policies
4:45 PM – 5:00 PM: Closing Prayer and Remarks/strong>
The conference was held in NYC by the Foundation for Accounting Education, the educational arm of the New York State Society of Certified Public Accountants. His presentation included recent developments that significantly affect estate planning.
Partner Renato Matos will be presenting at a conference entitled: “Utilizing Church Property to Support and Expand Mission and Ministry”
The conference will be held on Wednesday, June 22, 2016 at Bernstein, 1345 Avenue of the Americas, 41st Floor, New York City. For more information and to register, please email firstname.lastname@example.org
On April 30, 2016, the Firm was honored with the prestigious Pro Deo et Schola award from the Long Island Lutheran LuDay Kids First event
The gala theme was a 1920’s style Speakeasy, held at The Paramount in Huntington Village. The Firm was recognized for its efforts in obtaining approval by the Attorney General for a merger which greatly benefited the religious