Agenda

 08:00-09:00am  Registration
Conference Moderator: Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO Miami
09:00-09:10am Opening remarks: Mr. Denny Chared
09:10-09:30am Ms. Katherine Fernandez Rundle, State Attorney for Miami-Dade
09:30-09:50am Mr. Gabriel Groisman, Mayor of Bal Harbour, Florida and Attorney
09:50-10:10am Ryan McDowell, Vice President – Real Estate Advisory Specialist – Southeast Region
 10:10-10:30am The Future of Work and Talent panel
Mr. Jason Ma, Founder, CEO & Chief Mentor, ThreeEQ Inc.
 10:30-11:50am Real Estate Panel
Ms. Deisree Patno, NAWRB
 11:50-12:20pm Philanthropy Panel
Moderator: Ms. Katherine Hill Ritchie with:Ms. Liana Krupp, President & Trustee, The Krupp Family Foundation and  Ms. Jhana Senxian, Founder & CEO, The Guild
 12:20-12:40pm BDO panel: Innovative Tax Strategies for the Family Office
With: Mr. Jason M. Cain, Family Office Services Managing Partner, BDO, Ms. Lori Myers, South Florida Private Client Services Managing Principal, Office Tax Managing Principal, BDO
A discussion about how to structure the family office to achieve the deductibility of investment expenses, including those expenses passed through by investment partnerships. This panel will also explain tax strategies to maximize the new Qualified Business Income deduction, and discuss how to take advantage of tax savings by investing in Opportunity Zones.
 12:40-01:40pm Lunch
 01:40-02:00pm Direct Investing Panel
Moderator: Ms.Candice Beaumont
 02:00-02:20pm Next Gen Panel/impact investing
Moderator: Ms.Candice Beaumont with:

Mr. Sandro Salsano, Chairman & President, Salsano Group

Tech Panel – Lenny Roth
05:00-06:30 Cocktail Reception sponsored by BDO
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