Tuesday, September 25th | Chapter Dinner Event with CFA Society Miami
Time & Location
About The Event
The Joint Dinner Event with CFA Society Miami includes a diverse and technical group of presenters on the topics of cyber currencies and real estate. The agenda is:
5: 30 -6:00 | Registration, Networking & Drinks
6:00 - 6:15 | Welcome & Introductions
6:15 - 7:00 | Presentation #1: Cyber Currencies from an Investment, Legal & Tax Perspective
7:00 - 7:15 | Break & Networking
7:15 - 8:00 | Presentation #2: Maximizing Property Tax Savings through Property Tax Management & Due Diligence
"Cyber Currencies from an Investment, Legal & Tax Perspective"
Presenters: Ron Galloway, Researcher with Method Research LLC of Atlanta, GA. Recently presented on the topic of Cyber Currencies as an Investable Asset Class at the May Annual Conference for the Investments and Wealth Institute in Nashville, TN. Joining Ron will be Daniel Stabile, Partner at Shutts & Bowen who oversees the firm's legal & regulatory work in the area of crypto currencies; as well as Lance Lvovsky, CPA, Senior Associate | Private Client Services | RSM US LLP who will provide details of IRS Guidance regarding cryptocurrency tax implications, taxation of cryptocurrencies (investing versus mining), and Foreign account reporting (FBAR, Form 8938, etc.).
"Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence"
Presenter: Adam Cappel, President of Equity Property Tax Solutions
Adam will discuss key strategies clients can use to manage and reduce their property tax liabilities in both their residence and investment properties. Adam will discuss the assessment and appeals process and share his decade+ experience in the area of contesting property tax assessments in the Miami market.
Parking for the event is located at the Southeast Financial Center Park Structure - SE 3rd Street. Additional parking details can be found at https://shutts.com/office/miami/ing
Miami-Dade Transit - closest Station Biscayne Bd & NE 3 St (10 minute walk)
Metromover - closest Station Bayfront Park Station (1 minute walk)
- FPA of Miami Member$35$350$0
- Sold OutCFA Society Miami Member$35$350$0
- Sold OutFPA of Miami - Non-Member$75$750$0