Banco Popular de Puerto Rico

Banco Popular de Puerto Rico
  • Banco Popular de Puerto Rico is a full-service financial services provider with operations in Puerto Rico, the United States and Virgin Islands. Popular, Inc. is the largest banking institution by both assets and deposits in Puerto Rico, and in the United States Popular, Inc.

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    Mike Boyle has spent more than 30 years in the software and financial services industries, having served in executive management roles in technology and operations at Merrill Lynch, Robertson Stephens, Allstate Financial Services and Aflac. �He also has served on the board of directors for a number of insurance companies and the Medical Information Bureau.�

    Tabassum Ali of Tax Tabs

    Tabassum Ali is president of Tax Tabs in South Richmond Hill, N.Y. He writes a blog at www.taxtabs.com.

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    After being a partner in a successful CPA firm, Randy opened his own practice in 2006. A graduate of the University of Texas, Randy has built his company serving small businesses and professional service providers, including a significant clientele in healthcare services—physicians, pharmacies, medical transportation firms, and others. Randy oversees all aspects of accounting and client service, from accounts payable and receivable, client service, staff assignments, and professional development.A veteran of the United States Marine Corps, Randy is also active as a member of the American Institute of Certified Public Accountants, the Texas State Board of Public Accountancy, and the Texas Society of Certified Public Accountants, where he is a past president of the Rio Grande Valley Chapter. Randy’s firm is the Rio Grande Valley’s Endorsed Local Provider (ELP) of financial guru and national radio personality Dave Ramsey.

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    Erik Asgeirsson is a technology industry veteran with expertise in cloud computing , e-commerce and business expansion. He has led CPA.com, the technology subsidiary of the American Institute of CPAs, since 2002. Asgeirsson is regularly listed in Accounting Today’s annual Top 100 Most Influential People in the CPA Profession, and is a member of the DigitalNow Advisory Group, which counsels association leaders on opportunities in the digital age. Before joining CPA.com, he held a variety of senior positions at AT&T in sales, product management and operations. In his last role, he was a sales director for AT&T Business Services — the company’s largest division — where he oversaw a market segment with revenues of more than $100 million. He holds an MBA from The New York University Stern School of Business and a B.S. in Electrical Engineering from George Washington University. Early in his career, he served as a Peace Corps volunteer in Tanzania. He lives in Rye, N.Y., with his wife and three daughters. In his spare time, Asgeirsson is an enthusiastic sailor and skier.

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    Donald Ingram, CPA has his own accounting firm based in Plainview, NY.Donald is a Certified Public Accountant, Certified Information Systems Auditor � CISA, and holds a Life and Health License from the State of New York Insurance Department. In addition to the aforementioned, Donald is a member of the National Conference of CPA Practitioners � NCCPAP,where he has served as President of the Nassau/Suffolk Chapter. He is also on the Long Island Tax Professionals Symposium Committee, is a National Member of the Board of Directors and past Vice President, was Chair of both the National Nominating Committee and the Nassau/Suffolk Chapter, is theChair of the National Technology Committee, and the Chair of the Nassau/Suffolk Budget Committee, as well as participates on the Long Island Internal Revenue Service Liaison Committee. He is a member of the New York State Society of Certified Public Accountants-NYSSCPA, where he participated in the Managing Accounting Practices Committee and is on the 5K run/walk Committee. He is involved with the Institute of Management Accountants � IMA and the National Association of Tax Professional � NATP.Donald received a BBA in Accounting and a MBA from Adelphi University. In addition, he is a Vietnam veteran having served in the US Navy Submarine Service.

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    Robert Raiola is the Sports and Entertainment Group Manager with over 20 years of experience in both the public and private sector. He provides business management services, tax planning and business consulting to high net worth individuals and their families in the sports and entertainment industries. Over the years, he has worked closely with many small business owners on tax consulting and cash flow management.Robert is a graduate of Pace University with a B.A. in Accounting. He is a member of the New Jersey Society of Certified Public Accountants (NJSCPA), the American Institute of Certified Public Accountants (AICPA) and TIAG (The International Accounting Group), a worldwide network of quality accounting firms. He co-authored the AICPA book Winning Tax Strategies for Athletes & Entertainers and has lectured nationally on the topic. In addition, Robert was a founding trustee of the Chatham Athletic Foundation, an organization based in Chatham, NJ which is focused on promoting youth athletics and safety in athletics through public education programs. In June 2011, Robert received the Chatham Jaycees Distinguished Services Award for his work with the Chatham Athletic Foundation.

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    Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate�s Court practice, tax dispute resolution, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts.Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is a member of the Professional Advisors Committee of the Long Island Community Foundation and of the American Heart Association and has served as Chair of the Estate Planning Committee of the New York State Society of CPAs and as Co-Chair of the Tax Committee. Mr. Barnett is a frequent contributor to the New York State CPA Journal, The New York Law Journal, and other publications. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, generation-skipping, stock options, effective strategies for removing tax liens, proper utilization of the marital deduction and utilization of partnership elections. Mr. Barnett is the Assistant Dean of the Nassau County Bar Association�s Academy of Law and is Co-Chair of the Tax Committee. He is the President-Elect and an Executive Board Member of the Nassau Chapter of the New York State Society of CPAs and President of the Educational Foundation of the Nassau/Suffolk Chapter of the National Conference of CPA Practitioners.Mr. Barnett received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor�s degree in accounting. Mr. Barnett holds a Master�s degree in taxation as the recipient of the highest dean�s award. Mr. Barnett is admitted to practice law in New York, Virginia and Washington, D.C.

    Joel Lanz is the founder and principal of Joel Lanz, CPA, P.C., a niche CPA practice focusing on information assurance, technology risk management and security. Prior to starting his practice in 2001, Joel was a Technology Risk Consulting Partner at Arthur Andersen and was a Manager at Price Waterhouse. His industry experience includes Vice President and Audit Manager at The Chase Manhattan Bank and senior IT auditor positions at two insurance companies. He is also an Adjunct Professor in the School of Business at The State University of New York – College at Old Westbury. He is a member of The CPA Journal Editorial Board and serves as the chairman of the AICPA’s CITP credential committee.