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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.

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.

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.

LIU’s Civil and Criminal Tax Controversy Forum @ LIU Post
Aug 16 @ 7:30 am – 5:00 pm

Partner Yvonne Cort, who focuses her practice on resolving Federal and New York State tax controversies, has been invited to participate on a panel at Long Island University Civil and Criminal Tax Controversy Forum on August 16th. This forum is an annual event designed for private and government tax professionals to discuss current events and best practices in federal and New York State cases involving criminal and civil tax penalties and enforcement. There will also be an opportunity to discuss IRS problems face to face with a local Taxpayer Advocate Service.

This all-day forum will take place at the LIU Post Tax & Accounting Institute and 8 CPE credits will be awarded to attendees. Sign in and breakfast begins at 7:30 a.m.

You may learn more and register here:

“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





Partner Renato Matos to Present at New York City Bar CLE Program: The Do’s & Don’t of Zoning Lot Mergers & Development Rights Transfers in NYC @ New York City Bar
Dec 3 @ 6:00 pm – 9:00 pm

Partner Renato Matos will present at a New York City Bar CLE program on the topic “Special Considerations for Transfers of Development Rights to & from Properties Owned by Not-for-Profit Organizations”.

The evening’s program is sponsored by the Land Use Planning & Zoning Committee and is titled “The Do’s & Don’t of Zoning Lot Mergers & Development Rights Transfers in New York City. It will cover an overview of current New York City law governing zoning lot mergers and the transfer of unused development rights, known as “air rights,” between contiguous and non-contiguous lots, as well as the mechanics and practical considerations involved in such matters.

The event will take place at the New York City Bar on 42 West 44th Sreet, New York, NY. There will be 3 CLE credits awarded to attendees. The program will also be available online. Visit the New York City Bar website for more details or click here to register.