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NYSSCPA/Foundation for Accounting Education Estate Planning Conference @ Citi Executive Conference Center -
May 24 @ 8:30 am – 5:30 pm

Foundation for Accounting Education

New York State Society of Certified Professional Accountant

Estate Planning Conference 

The past several months have witnessed a dramatic transformation in the estate and tax planning landscape, much of which stems from the 2017 Tax Reform Act and its temporary doubling of the federal estate, gift and generation-skipping transfer (GST) tax exemptions, and the new 20% deduction for qualified business income from pass-through entities. At this event, a spectacular array of all-star practitioners will give the solid practical advice that all CPAs, CFPs, CLUs, attorneys, and other professionals involved in estate planning will find invaluable.

Robert S. Barnett, CPA, Esq will speak on the panel “Income Tax Considerations including Medicaid Planning”. Income tax considerations are extraordinarily critical under the 2017 Tax Reform Act. But what happens if the client is trying also to achieve Medicaid planning objectives? Robert will explain how these seemingly disparate objectives can be harmonized. This panel will run from 4:20 p.m. to 5:10 p.m.

To learn more about this all-day conference or to register click here .

A conversation with Stuart Schoenfeld: Parent’s Estate and Financial Planning- Protecting your child’s quality of life @ Merrick Jewish Center
Jun 5 @ 7:00 pm – 9:00 pm

Supporting our Young Adults Network (SOYLEN)  in collaboration with LONGISLANDCSSANDFRIENDS.COM


A conversation with Stuart Schoenfeld, Esq.
Parent’s Estate and Financial Planning: Protecting your child’s quality of life

Stuart will discuss Estate and financial planning for your disabled child and steps to ensure she has the quality of life she deserves including:

Special Needs Trusts & ABLE Accounts
Guardianship & Supported Decision Making & more

Stuart’s presentation will be preceded by a self-direction and information session and will follow with a chance to network with other families and members of the special needs community.

SOYLEN is a network of parents, caregivers, providers, and self-advocates supporting young adults as they navigate their community and embark on the journey of a self-determined life with the support of OPWDD.

Location: Merrick Jewish Center at 225 Fox BLVD., Merrick, NY
affiliation is not required—this is a community event open to all!
Questions and RSVP:


Meeting Time: 7:00-9:00 PM
*Self-Direction Information Session: 7-7:30pm*
*General Group Discussion/Program/Speaker: 7:30-8:30pm*
*Networking from 8:30-9pm*

Schoenfeld soyan winter-spring 2018-6

Partner Gregory L. Matalon to Present the Howard J. Capell Award for Exceptional Service at Quality Services for the Autism Community 40th Anniversary Gala @ The Lighthouse at Chelsea Piers
Jun 12 @ 6:00 pm – 10:00 pm

CBMS 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, a current board member of QSAC, has dedicated his time to make a significant difference in the lives of adults and children with autism.

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.

Partner Yvonne Cort to present at NYU School of Professional Studies 10th Annual Tax Controversy Forum @ The Crowne Plaza Times Square Manhatta
Jun 21 @ 8:30 am – 5:30 pm
Accounting & Finance Show @ Javits Center
Jul 11 all-day

Partners Robert Barnett and Gregory Matalon will be a featured speaker at the Accounting & Finance Show

They will present on a panel to discuss:

Important tax issues to consider when ending an estate or trust

Wealth Management

  • A look at the many considerations both tax and financial to consider before closing an estate
  • How tax elections, GST planning, and Accounts Role and Returns affect your estate

The panel begins at 1:10 p.m. To learn more about the Accounting Finance Show visit, the site.

Mission Driven Development @ Webinar: Details to come!
Oct 9 @ 7:00 pm – 8:00 pm

Partner Renato Matos and Associate Jodi Warren will present at a webinar titled “Mission Driven Development” on October 9th at 7 p.m.

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). Sign up details to follow!