CARES Act Changes: 163(j) Interest Rules

Robert S. Barnett, CPA, Esq.

Capell Barnett Matalon & Schoenfeld LLP

• Partner in the office of Capell Barnett Matalon & Schoenfeld LLP
• Practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning
• Frequently assists clients in structuring financial transactions and charitable gifts
• His articles and lectures encompass a wide variety of topics, including business succession, estate planning, generation-skipping, stock options, effective strategies for removing tax liens, proper utilization of the marital deduction, and utilization of partnership elections
• Membership information includes board of directors of the Long Island Community Foundation; board of directors of Nassau Academy of Law; Professional Advisors Committee of the Long Island Community Foundation; Professional Advisors Committee of the American Heart Association; past Education Committee chairman NCCPAP; past president of Nassau Chapter NYSSCPA; past president of the NCCPAP Educational Foundation; CPA Journal Editorial Review Board, May 2017-2020; current chair of the NYSSCPA Estate Planning committee, 2020-2022; and member of the 18th Annual Accounting and Tax Symposium executive committee
• Awards include Fordham University Law Review; Max Block Distinguished Article Award for Technical Analysis, 2013; Samuel A. Dyckman Excellence in Education Award, November 2016; Leadership in Law Award – Long Island Business News, November 2016; Distinguished Service Award - NYSSCPA - Nassau Chapter, May 2017; Fordham University American Jurisprudence Award - Trusts and Estates; Dean’s Award in Taxation – Long Island University CW Post
• J.D. degree, Fordham University; M.A. degree in taxation, Long Island University
• Can be contacted at 516-931-8100 or rbarnett@cbmslaw.com