The award will be presented at the North Shore Towers Country Club in Floral Park on August 29, 2016.
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
Partners Gregory Matalon, Yvonne Cort, and Robert Barnett were featured speakers at the 2018 Accounting & Finance Show. This two-day event took place on July 11th and July 12th at the Javits Center.
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.
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.
CBM&S Presented the Third Annual Interchurch Center Conference
The Interchurch Center and CBM&S Law hosted a free, educational conference about updates on laws that affect religious organizations.
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.
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
Update on New Reporting Standards under ASU 2016-14
Fran Brown
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.
Salvatore Barbieri
Owner, Metropolitan Planning & Management LLC
Paula Mayo
President and Executive Director, The Interchurch Center
Moira McClintock
Partner, Ford 3 Architects, LLC
View Video of Afternoon Session
3:00pm –4:00pm Capital Campaigns and Online Giving Brian Crimmins
CEO, Changing Our World, Inc.
Tom Kissane
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
Lisa O’Brian
President, Baylis & Geist, Inc.
Michael Jakob
Vice-President, Carriage Trade Insurance Agency, Inc.
Richard Freiman
Partner, Richard Freiman & Associates PLLC
5:00pm –5:15pm Closing Prayer and Remarks
2nd Annual Important Updates on the Laws that Affect Religious Organizations – October 2016
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
Conference Schedule
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>
Topic Videos
Robert Barnett was a featured speaker at the 2016 Annual Estate Planning Conference
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.