The Jacksonville Note Exchange — Real Estate Tax Strategies Panel

If you invest in real estate, lend on real estate, or work with investors — this is the room you want to be in on June 19.
First Shield Financial is hosting the next Jacksonville Note Exchange: a live panel of five tax and real estate strategy professionals gathered for one focused conversation on the tax strategies serious investors actually use.
📌 WHAT WE’RE COVERING:
• Cost Segregation
• Bonus Depreciation
• 1031 Exchanges
• Installment Sales
• Depreciation Recapture
• Advanced Tax Planning Strategies for Investors

🎤 MEET THE PANEL:
Daniel Roccanti, CPA – Director, Real Estate Services | James Moore & Co.
An experienced CPA and active real estate investor, Daniel specializes in tax planning, compliance, and consulting for real estate professionals. He helps investors navigate complex tax strategies, maximize opportunities, and make informed financial decisions that support long-term portfolio growth.

Matt Lents, CPA, CMI — Owner & CEO, Tax Advantage
Licensed Florida CPA with 12+ years of experience and a background at EY and BDO USA. Matt specializes in proactive tax planning that helps investors reduce liabilities and protect wealth.

Mysti Marcantonio — Fractional CFO, Account On Mysti
With 30+ years in accounting and deep expertise serving real estate investors, Mysti bridges bookkeeping, tax planning, and CFO-level financial strategy to help investors scale with clarity and confidence.

Steve Potash — Veteran Real Estate Investor & Creative Wealth Strategist
30+ years of hands-on experience building, owning, and managing multifamily assets. Steve brings a real-world investor’s perspective on tax strategy, wealth building, and financial decision-making.

Jerel Williams — Real Estate Investor & Asset Management Strategist
Jacksonville-based investor, entrepreneur, and host of the JaxREIA Mandarin Networking Group. Jerel connects financial strategy with on-the-ground execution for investors building and scaling their portfolios.

Jerry Sanders - Event Host & Panel Moderator
A Wharton MBA and mechanical engineer by training, Jerry brings more than three decades of real estate experience — spanning single and multi-family acquisitions, commercial properties, and mortgage note investing — to every conversation he leads. Known for making complex financial strategies accessible and actionable, Jerry built the Note Exchange to give Jacksonville's investing community a monthly seat at the table with the professionals who can move their portfolios forward.

🍽️ ABOUT THE VENUE:
Prati Italia provides a private meeting room for our group each month. To help us continue using this space, attendees are encouraged to purchase lunch during the event. Admission to the panel is completely free.
👉 SAVE YOUR SPOT:
Seating is limited. Register at the official Eventbrite link below to reserve your seat and receive event reminders.
➡️ https://forms.gle/DUw4DX3ojBERvXFS6
WHO SHOULD ATTEND:
Real estate investors • Private lenders • Wholesalers • Note investors • Real estate agents working with investors • CPAs • Anyone making financial decisions around real estate