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Events

Jun
5
Tue
LIU Post School of Professional Accountancy Tax & Accounting Institute, Robert Barnett and Yvonne Cort to lecture @ Lorber Hall
Jun 5 @ 7:30 pm – 9:15 pm

CBMS Taxation & Tax Controversy partners Yvonne Cort and Robert Barnett will be featured speakers at the Long Island University Post School of Professional Accountancy Tax & Accounting Institute. The discussion will focus on Federal & State Tax Controversy. The event will take place on Tues., June 5th and 2 CPE Tax Credits will be awarded.

See flyer below for more information and to register.

LIU Event

Jun
12
Tue
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.

Jun
21
Thu
Partner Yvonne Cort to present at NYU School of Professional Studies 10th Annual Tax Controversy Forum @ The Crowne Plaza Times Square Manhattan
Jun 21 @ 8:30 am – 5:30 pm

Partner Yvonne Cort has been invited to participate in the NYU 10th Annual Tax Controversy Forum, a two-day conference of problem solving featuring representatives of the Internal Revenue Service and New York State.  She will be a featured speaker on a panel titled “New York State Tax Enforcement Updates- Residency Audits, Driver’s License Suspension and the Search for Ghost Preparers”, discussing New York State programs that are likely to become the model for other states tax administrators, including driver’s license suspensions, residency audits, and NYS DTF’s regulation of preparers and ghost preparers.

Ms. Cort focuses her practice on resolving Federal and New York State tax controversies. She assists clients with tax matters including New York State and New York City residency audits, unfiled returns, income tax, sales tax, withholding tax, responsible person assessments, liens and levies, innocent spouse, voluntary disclosure, installment agreements and offers in compromise. She is a regular speaker for several professional groups in New York and an accomplished author whose articles are frequently published in accounting and legal publications.

The 10th Annual Tax Controversy Forum will take place on Thursday, June 21 at the Crown Plaza, Times Square Manhattan. To learn more: click here to access the full two-day agenda and here to register for the event.

Jul
11
Wed
Accounting & Finance Show (Day 1): Featuring Gregory Matalon @ Javits Center
Jul 11 – Jul 12 all-day

Partners Gregory Matalon, Yvonne Cort, and  Robert Barnett will be featured speakers at the Accounting & Finance Show.

Wednesday, July 11th

  1:00 – 1:25pm

Gregory Matalon to present on the topic:

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

To learn more about the Accounting Finance Show visit, the site.

Jul
12
Thu
Accounting & Finance Show (Day 2): Featuring Gregory Matalon, Yvonne Cort and Robert Barnett @ Javits Center
Jul 12 all-day

Partners Gregory Matalon, Yvonne Cort, and  Robert Barnett will be featured speakers at the Accounting & Finance Show.

1:00 pm

Yvonne Cort will present on the topic:

Collateral Consequences of Not Paying Taxes: Passports, Driver’s Licenses at Risk

 

3:00 -3:50pm

Robert Barnett and Gregory Matalon to co-present on a session titled:

“Will v. Revocable Trust – The Boxing Match of the Century”

To learn more about the Accounting Finance Show or register for this free event,  vist the site.