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  • Jonathan Cameron, CFP®

9/25 Joint Dinner with CFA Society Miami @ Shutts Announced!

The September 25th FPA of Miami chapter dinner is shaping up to be a can't miss event! The dinner will be in conjunction with our friends at CFA Society Miami - and hosted at the beautiful offices of Shutts & Bowen in downtown Miami.

Shutts Miami Office

This very special joint dinner event includes a diverse and technical group of presenters on the topics of cyber currencies and real estate and will have plenty of networking opportunities for financial planners, money managers, and other allied professionals.. The agenda for the evening 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

CFA Society Miami

The first presentation is on "Cyber Currencies from an Investment, Legal & Tax Perspective". The presenters include Ron Galloway, Daniel Stabile, and Lance Lvovsky, CPA. Ron Galloway, Researcher with Method Research LLC of Atlanta, recently presented on the topic of Cyber Currencies as an Invest-able Asset Class at the May Annual Conference for the Investments and Wealth Institute in Nashville. Joining Ron will be Daniel Stabile, Partner at Shutts & Bowen who oversees the firm's legal & regulatory work in the area of crypto currencies. Shutts and Bowen has built a meaningful practice in the area of cyber currency regulation & ICO's. We will also have Lance Lvovsky, CPA, Senior Associate for Private Client Services with RSM, 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.).


The second presentation will be on "Maximizing Property Tax Savings through Property Tax Management Strategies & Due Diligence". The presenter is Adam Cappel, Founder & Principal of Equity Property Tax Solutions, based in Miami. Adam will provide an update on the Miami high-end residential real estate and commercial markets, as well as discuss key strategies clients can use to manage and reduce their property tax liabilities. The presentation will also delve into matters of valuation for real estate, cap rates, NOIs, etc. Adam will share his decade+ experience in the area of real estate valuation and contesting property assessments and valuations in the Miami market.


From Left to Right:

Daniel Stabile, Lance Lvovsky, Adam Cappel & Ron Galloway

Hosted by Shutts & Bowen


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