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Partners Robert S. Barnett and Stuart Schoenfeld to present at Nassau County Bar Dean’s Hour @ Nassau County Bar Association
May 3 @ 12:30 pm – 2:00 pm

Partners Robert S. Barnett and Stuart Schoenfeld will present at the Nassau County Bar Dean’s Hour.  They will address Drafting, Funding and Properly Maintaining  Irrevocable Life Insurance Trusts (ILIT)  & Special Needs Trusts (SNT).  1 credit in professional practice or skills will be awarded. Sign-in and Networking12:30; Program 1-2PM

Partner Robert S. Barnett to Present on NCCPAP Panel: “The Client-Buy Sell Agreement & Shareholder Agreement” @ The Mansion at Oyster Bay
May 3 @ 5:30 pm – 8:30 pm

Robert S. Barnett, CPA, Esq. will present at the National Conference of CPA Practitioners (NCCPAP). The event will take place at The Mansion at Oyster Bay. The event will begin with a networking dinner and 2 CPE/Tax credits will be granted.

To learn more about this event click here.

Tax Reform and Partnerships: What CPAs Need to Know Now About Massive Changes in 2018 @ AMA Executive Conference Center
May 9 @ 1:00 pm – 2:45 pm

Partner Robert Barnett will be a featured speaker at the Strafford Partnership Tax Full Day CPE Seminar.

Robert will present on the afternoon panel “Tax Reform and Partnerships: What CPAs Need to Know Now About Massive Changes in 2018” in which such topics will be discussed:

  • Partnership and pass-through provisions and changes in new tax law
  • New deduction on qualified business income
  • Active loss limitations
  • Extension of hold period on carried interest to three years
  • Mechanics of new qualified business income deduction for pass-throughs
  • Other business provisions that will impact partnerships and LLCs
  • Planning steps in light of a Dec. 31, 2025, sunset provision

To learn more about this seminar, visit the website.



Partner Yvonne Cort to be Honored at Power Women in Business Awards & Gala Networking Event @ Leonard's Palazzo
May 9 @ 5:15 pm – 9:00 pm

The firm pleased to announce that partner Yvonne Cort will be recognized as a Long Island Power Women Honoree at the Power Women in Business Awards & Gala Networking Event. We are proud to sponsor this prestigious event in support of Yvonne and all of Long Island’s Power Women.

American Heart Association Annual Long Island Invitational Conference on Estate Planning & Administration @ Nassau County Bar Association
May 16 @ 8:00 am – 11:00 am

CBMS is a proud sponsor of

American Heart Association Long Island Annual Invitational Conference

 on Estate Planning & Administration

The 8th Annual Long Island Invitational Conference on Estate Planning & Administration offers professionals in the estate planning field the opportunity to learn from leaders in the industry.

This is a complimentary program.

There is a $25 flat fee for all credits (CLE,CPE) regardless of number or type of credit.  This conference is approved for the following credits:

2.0 CLE, 2.0 CPE for CPAs.

Domus Scholar Circle not Applicable.

View the Estate Planning & Adminstrative Conference 2018 Flyer