Wealthy families are transferring millions of dollars of asset value ahead of the looming reduction to the federal estate, gift, and generation-skipping transfer tax exemptions (federal exemptions). The reasons are
https://cbmslaw.com/wp-content/uploads/2023/01/CBMS-Gregory-L.-Matalon-Article-The-Atlantic.pdf A jumble of complicated and unexpected logistical tasks can fall into your lap after a loved one dies. By Stephanie H. Murray, featuring Gregory Matalon, Partner When my father’s
CBMS Partner Gregory Matalon was a guest on “The Business Journal’s Mass Mutual Business Owner’s Perspective Podcast” with Brian Bushlack. Many business owners don’t have a succession plan or estate
Over the past few weeks, our firm has received increased inquiries regarding estate planning options and considerations. While the needs of each family and individual differ, many of the questions
On April 7, 2020, in response to the ongoing COVID-19 crisis, New York State Governor Andrew M. Cuomo issued Executive Order No. 202.14. This Executive Order addresses the witnessing of
New Yorkers are not only dealing with the crippling effects of COVID-19 but are now also faced with the most significant changes made to the Medicaid program in years. Governor Cuomo’s 2020-21
The New York State Society of CPAs recently nominated partner Robert Barnett as chair of its Estate Planning Committee for 2019 and 2020. We are extremely proud of Robert and
Long Island Business News announced the arrival of the firm’s newest attorneys, Damianos Markou and Jordan Kanzer in its “Movers & Shakers” section. Newsday made the announcement in its Business section.
We look forward to meeting our New York City clients in our new Manhattan office. We will continue to serve our Long Island clients in our Jericho office.
CBM&S attorneys Robert S. Barnett, Gregory Matalon, Stuart Schoenfeld, Yvonne Cort, and Monica Ruela were each featured presenters at the Long Island Tax Professionals Symposium, a 3-day event that took
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