Presented by Frank Armstrong, CFP®, AIFA®; President and Founder, Investor Solutions, Inc.
Frank Armstrong will discuss the process of fiduciary law, including who is a fiduciary and what a fiduciary is required to do under the relevant rules and laws that govern the position. He will provide an update on the new, broader requirements of investment fiduciaries and the expanded notion of the “prudent investor” rules. The session will discuss how the development in financial sciences has changed the scope of fiduciary compliance and will introduce attendees to a proscribed process that incorporates all legal references associated with prudent fiduciary stewardship.

Transition Issues or Tax Status Hokey Pokey: You put your tax status in, you take your tax status out… so what happens with the taxman?

Presented by Carlos F. Arazoza, JD, CPA; Arazoza & Fernandez-Fraga, P.A., Arazoza & Company, P.A.
There are significant tax implications when a person’s tax status changes from Non-Resident Alien (NRA) to Resident Alien (RA). Further, as of last summer there is now a new tax that applies to citizens and long term residents that expatriate. Carlos Arazoza will discuss the definitions involved and the tax impacts of changing status, whether inbound or out bound.

AGENDA
5:30 - 6:00 PM - Registration and Networking
6:00 - 8:00 PM - Dinner and Presentation
 
COST
In Advance - Members: $45; Non-members: $55
At the Door - Members: $55; Non-members: $70
 
TO REGISTER

• CLICK HERE FOR PDF REGISTRATION FORM
• Fax or mail registration form and credit card payment (Fax: 305-470-7487 / Mail: FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982)
• Mail registration form and payment by check to FPA of Miami-Dade, P.O. Box 560982, Miami, FL 33256-0982
• Call 786-390-7655 to register by phone with a credit card
• Payment must be received by July 6, 2009, or guaranteed with a credit card. Cancellations received 48 hours prior to the meeting will receive a full refund. No-shows will be invoiced

WHERE
Hurricane 100 Room, University of Miami BankUnited Center, 1245 Dauer Dr., Coral Gables
CLICK HERE FOR PDF DRIVING DIRECTIONS AND PARKING INFORMATION

CE
Accepted for 2 hours of CFP and insurance CE.

Carlos F. Arazoza, JD, CPA; Arazoza & Fernandez-Fraga, P.A., Arazoza & Company, P.A.
Mr. Arazoza earned his undergraduate degree in Business Administration in 1982 from Loyola University, Shortly thereafter he passed the Certified Public Accountant examination. He is also an attorney, having received the degree of Juris Doctor from the University of Florida in 1986. Mr. Arazoza was admitted to the Florida Bar in 1987, to the U.S. Southern District Court in 1988, and to the U.S. Tax Court in 1990. Mr. Arazoza is or has been a member of the tax, real property, probate, and wills and trust law sections of the Florida Bar.  He also is or has been a member of the tax division of the Florida and American Institutes of Certified Public Accountants, the Cuban American Certified Public Accountants Association,  the Miami Foreign Trade Association, National Health Lawyers Association and the Cuban-American Bar Association.  Mr. Arazoza lectures to business and professional groups on matters such as tax and estate planning and related topics.  The primary focal points of his practice are tax and corporate planning and organization, healthcare, estates and trusts, real estate, foreign investment and entertainment. Mr. Arazoza is a shareholder in the firm of Arazoza & Company, P.A., Certified Public Accountants and the law firm, Arazoza, & Fernandez-Fraga, P.A. Mr. Arazoza is the Chairman of the South Florida National Parks Trust, former Chairman of the Alliance for Aging and Founder of the South Florida Bush Paddlers Association.

Frank Armstrong CFP®, AIFA®; President/Founder, Investor Solutions, Inc.
Frank Armstrong CFP®, AIFA®, founded Investor Solutions, Inc. to provide investors with objective advice and leading edge investment management. He is a pioneer in integrating academically driven portfolio management techniques with institutional best practices for individual investors around the world. Frank has over 35 years experience in the securities and financial services industry. He holds a B.A. in Economics from the University of Virginia and is a Certified Financial Planner® practitioner. His best selling book The Informed Investor was cited by Business Week as one of the best investment books of 2002. His first publication, Investment Strategies for the 21st Century, is one of the first books ever published and serialized on the internet in multiple languages. Frank Armstrong was also a featured columnist on Morningstar.com for a number of years and is a frequent contributor to CNNfn.com, AccountsWorld.com, and Fundsinteractive.com. He has also appeared on "CNN Headline News", "Your Money with Stewart Varney", "PBS Morning Business Report", and Net Financial News. He has also been featured on numerous radio shows around the country including CNBC, Money Life with Chuck Jaffee, and Public Radio stations around the country. Frank is widely quoted in the media and lectures nationwide on principles of investment management. Frank is the Chairperson of the Investor Solutions Investment Committee, is an Accredited Investment Fiduciary and Accredited Investment Fiduciary Auditor. Frank also served as Chief Investment Strategist for Direct Advice and has served on several boards of directors including the Advisory Board of Florida International University's (FIU) International MBA Program and the United Way of Miami Dade Professional Advisory Board and currently contributes professional education courses to the FIU's CFP® Advisory Board. Frank is a Vietnam Veteran, former US Air Force Pilot and flight instructor and he was also a Commercial Airline Pilot. He enjoys reading, traveling and boating.