IERG  Florida Event

Date: February 14, 2018
Time: 12:00 PM 
Location: Coastal Wealth Offices
2 S. Biscayne Blvd
One Biscayne Tower
Suite #2200
Miami, FL 33131 

Thanks to the efforts of Adriana Tangarife we have been able get on board an excellent Guest Speaker, Renee Caputi, to provide guidance and advice on the new Trump tax law and how it will affect all of us. Renee Caputi is very knowledgeable on this subject and has accepted our invitation to address “Impact of  New Trumps Tax Laws on Individuals and US & International Corporations”. I am providing an overview of Renee’s background and experience as follows:

About the Speaker: 

Renee Caputi is the Director of Advanced Planning at Coastal Wealth and is highly educated and accomplished with over three decades of experience in estate, tax and financial planning. Her expertise is providing wealth coaching and business consulting to entrepreneurs, executives and investors. Her deep experience in financial and tax planning is especially important today due to the dramatic changes in tax laws and the economy.

Renee holds a Business Finance degree from State University of New York College at Fredonia. Caputi graduated Magna Cum Laude with an LLM in International Taxation, Wealth Management & Private Banking from the Thomas Jefferson School of Law, and also holds a Juris Doctorate from the State University of New York at Buffalo as well as an MBA from Queens University of Charlotte."

Please confirm as soon as possible you will attend our meeting so we may confirm seating and lunch arrangements.

Fred Suarez, Chair IERG Florida Chapter

M: +1 786-486-0508

E: [email protected]



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