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“TCJA AND IRA Yesterday & Today”: Robert Barnett and Stuart Schoenfeld to present at NCCPAP Program @ The Mansion @ Oyster Bay
Sep 6 @ 5:30 pm – 8:30 pm

Partners Robert Barnett and Stuart Schoenfeld will present at the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners program titled “TCJA AND IRA Yesterday & Today”. There will be 2 CPE/Tax Credits will be awarded to attendees.

The program will take place at The Mansion at Oyster Bay. Registration, networking, and dinner will start at 5:30 PM. The program will begin at 6:30 PM.

You may register for this event here.

Mission Driven Development: Practical Resources for Churches (PRC) Webinar @ PRC - Practical Resources for Churches
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. The webinar will be hosted by Practical Resources for Churches (PRC).

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.

You may register here:

National Business Institute Seminar: Tax Planning for Trusts & Estates @ Hilton Long Island
Oct 19 @ 8:30 am – 4:30 pm

Partner Gregory Matalon, of the firm’s Estate Administration, Estate Planning and Elder Law practice areas, will be a featured  at the National Business Institute, a CLE Provider for Professionals, at the session titled “Post-Mortem Tax Planning Options”.  There will be 7 CLE credits awarded for attending The Tax Planning Trusts & Estates Seminar. This event will take place on October 19th at the Hilton Long Island Huntington.

You may register through the National Business Institute site.

The Fourth Annual Interchurch Conference @ The Interchurch Center
Nov 8 @ 8:30 am – 6:00 pm

The Fourth Annual Interchurch Conference:

Mission Driven Development

This all-day conference, which attracts nearly 300 clergy members, lay leaders and church administrators of all denominations, will include timely, educational sessions on how to develop a comprehensive mission and business plan for a congregation. Complimentary breakfast and lunch will be served and the conference will conclude with a reception of light refreshments, a live jazz quartet, and curated art exhibit.

Keynote Speaker: Malcolm A. Punter

President, Harlem Congregations for Community Improvement, Inc. (HCCI)

What is Mission Driven Development?
Moderator: Renato Matos
Partner, Capell Barnett Matalon & Schoenfeld LLP


Brad Robertson
Senior Vice President of Real Estate, Collegiate Church Corporation

Lawrence Hammond
Vice President, The Community Preservation Corporation
Chair, New York Theological Seminary

Developing a Mission Plan
John Scibilia
Executive Director, Plymouth Church

Fundamentals of Effective Space Planning
Geoffrey Wiener
President & Founder, GWW Planning & Development, LLC

Understanding Project Feasibility & Potential Deal Structures
Jodi Warren
Associate, Capell Barnett Matalon & Schoenfeld LLP

Steve Bodden
President, Ecclesiastical Realty Advisory Services LLC

Developing a Business Plan for Financial Sustainability
Fran Brown
Partner & Professional Practice Leader-Attest, CapinCrouse LLP

Kimberly Davis
Principal, Alliance Bernstein LP

Designing the Church of Tomorrow
Rod Grozier
President & CEO, Gro Development

Construction Oversight & Accounting
Salvatore Barbieri
Owner, Metropolitan Planning & Management LLC

David de Barros
Associate, Capell Barnett Matalon & Schoenfeld LLP

John Osborn
Managing Partner, John E. Osborn P.C.

Complimentary Breakfast & Lunch will be served.

The Conference will conclude with a reception of light refreshments, live music and a curated art exhibit, and will take place in the Interchurch Center’s Gallery Room.

Fourth Annual Interchurch Center Conference AGENDA

You may register for the conference here.

Sponsorship opportunities are available. Contact to learn more.

This conference is proudly presented by:







Long Island Tax Professionals Symposium @ Crest Hollow Country Club
Nov 14 – Nov 16 all-day

CBM&S attorneys Robert Barnett, Gregory Matalon, Stuart Schoenfeld, Yvonne Cort and Monica Ruela will each be featured presenters at the Long Island Tax Professionals Symposium, a 3-day event. On November 14th, partners Robert Barnett and Gregory Matalon will present an Estate Planning and Q&A Luncheon. On November 15th, partner Robert Barnett will present a session on Estate Tax changes and participate on a panel on Longevity Planning. Partner Stuart Schoenfeld and associate Monica Ruela will present on Navigating the Medicaid Application Process. On November 16th, Robert Barnett will lecture on the TCJA and Select Business Considerations and on 199A Aggregation Rules. Partner Yvonne Cort will present on a panel on IRS Collections Updates: Passports at Risk.

The Long Island Tax Professionals Symposium will take place at The Crest Hollow Country Club in Woodbury, New York. CPE credits will be awarded for each session. Details of the attorneys’ sessions are below, and you may learn more about the symposium here.

The Long Island Tax Professionals Symposium Attorney Speaking Schedule