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.
Latest NewsEddie Price is a director with KBKG and oversees the Southern region and its Texas-based operations. He is a Certified Cost Segregation Professional (CCSP) with the American Society of Cost Segregation Professionals (www.ASCSP.org). With over 30 years of cost segregation experience dating back to the Investment Tax Credit period, Eddie is one of the most experienced experts in the industry. Eddie currently serves on the Testing Committee of the ASCSP and is a former Chair of the Education Committee.
Michael has a strong background in the energy industry. Prior to joining Engineered Tax Services as a Director focused on Green Energy Tax Benefits for clients, Michael was a Partner at Treasure Coast Capital Partners, specializing in renewable energy and real estate development and he was also the founder & COO at NewGen Technologies And ReFuel America.Michael is committed to educating the accounting, financial advisor, building designer and real estate investor communities on engineered accounting services and the related tax benefits of these services. He is a regular public speaker on a national level regarding cost segregation studies, green construction and the emerging energy tax programs. Michael is well acquainted with international business and with dealing with cultural diversity as well as working with government agencies.Michael's leadership in business, in the finance and energy fields, allows him to easily understand and work with CPA's and Designers to meet their clients professional service requirements, for the purpose of business development, client results and build client loyalty.Michael obtained his MBA from Nova Southeastern University's Huizenga Graduate School of Business and Entrepreneurship in Ft. Lauderdale, FL after undergraduate studies at John Carroll University in Cleveland, OH. Michael works out of Charlotte, NC and Palm Beach, FL.
Jeff is President of AccountantsWorld located in Hauppauge, New York, and leads the company�s focus on business development.� Jeff has a wealth of industry experience, including Fast-Tax, Arthur Young, The Thomson Corporation and CCH where he was the President of CCH Small Firm Services.� Over the course of his career, he has been an integral part of teams that have delivered innovative new solutions for the tax and accounting software industry, including the first product to integrate tax research and tax software, the first electronic forms product, and the first product to automatically fill a tax return in with scanned data.Jeff has been named to the prestigious �Top 100 Most Influential People in Accounting�, by Accounting Today magazine for the past several years.� The magazine cited Jeff�s leadership in �introducing cutting edge technology to the profession�s myriad of small practitioners.� �Jeff is a CPA, and a Certified Information Technology Professional (CITP).� He is a member of the Texas Society of CPA�s and the AICPA.� Jeff graduated in 1982 with a BSBA in Accounting from the University of Arkansas.
Jeanetta Ann Dorsey, the owner of Dorsey & Company CPAs, PLLC and Rock City Data Group, Inc. and The Payroll Place in Arkansas.� I am a CPA, Microsoft Certified Professional, Microsoft Small Business Specialist, Microsoft Certified Systems Engineer, and a Certified Information Technology Professional.� I attended ASU in Jonesboro, Arkansas where I graduated, Cum Magna Laude receiving my BS in Accounting and a Certified Public Accounting Certificate.� I also graduated from Six Sigma Green Belt at Villanova University.� I am a member of the AICPA and ASCPA and have served on various committees for several years.�I have been a guest speaker at the Microsoft Convergence Conference in San Diego, CA, Motivational Speaker for the CPA Conference, Educational Speaker for the Lorman Seminars, and a Guest Speaker for the Arkansas Real Estate Conferences.� I have been awarded the Outstanding CPA in Business and Industry, profiled in the Arkansas Business, profiled as CPE Committee Chairman for the ASCPA, and awarded the Arkansas State Small Business Person of the Year for 2011 at the U.S. Small Business Administration Conference in Washington.
Claude Boudwin, CPA devoted over 40 years to serving the needs of not-for-profit clients in the areas of auditing, accounting, consultation, corporate configuration, regulatory compliance, contract negotiation and strategy, personnel evaluations, etc. He was Chair of Massachusetts Society of CPAs Not-For-Profit Audit and Accounting Committee for 7 years and has developed many Excel macros applicable to everyday spreadsheet use as well as custom macros for specific applications. With 35 years of seminar presentations, Mr. Boudwin is an engaging and effective speaker.
Mark Stone is the Managing Partner of Sales Tax Defense LLC since 2006.� The firm specializes in Sales, Use and Transaction Taxes. Mark's work as a NY state tax auditor as well as a Tax Manager at several prominent accounting firms over the past 20 years has earned him a reputation as one of the top professionals for multi-state Sales and Use Taxes. He is frequently invited by various organizations to speak on Sales & Use Tax issues, and serves as an Expert witness testifying in tax court on behalf of clients. Mark is an adjunct professor at Long Island University C.W. Post.
Bill O�Connell serves as Vice President of Business Operations and Portfolio Management within the Global Security Organization for ADP, one of the world�s largest providers of business outsourcing & human capital management solutions.� Bill leads a global team responsible for all operational planning initiatives paramount to meeting ADP�s strategic objectives for security, privacy and risk.� �Bill�s expertise and experience includes his understanding of operational and financial planning coupled with extensive strengths in technological acumen and advancements. Bill has lead a number of initiatives that received industry awards of excellence and are considered best practice solutions. Two examples of his recognized work include a Trusted Platform Security Infrastructure initiative and the architecture of a Client Security portal. Both initiatives were recognized in industry as Projects of the Year by IDG�, and by ISE�.� Bill has been at ADP for 4 years.Prior to ADP, Bill lead his own consultant practice and also worked for Deloitte, building and executing on strategic information security roadmaps for CISO�s and CIO�s of global Fortune 500 firms. Previous to Deloitte, Bill held information technology leadership roles where he was instrumental in driving significant business outcomes that drove company growth, client experience and favorable brand recognition. Bill holds numerous security and technology certifications including CISA, CISSP, ITIL and PMP.In addition to his current responsibilities at ADP, Bill is a frequent presenter on information security and technology trends, presenting at several events and industry conferences including: FS-ISAC, InfoSec World, Accounting Today�s IT Forum and the CIO Forum. Bill actively participates with government organizations and industry partners to foster good security practices within the community.�� For the past three years, Bill has been a key contributor to the National Cyber Security Alliance, and has spoken to thousands of students ages 8 -18 about how they can stay safe while using technology.� In 2012, Bill created the Small Business Security Summit which educates small businesses on how they can protect their business from cyber security threats.� This forum connects small business owners with industry leaders in security, providing them the opportunity to ask questions about security concerns, arming them with the tools they need in order to protect their business.Bill is a graduate of the University of Maryland where he also holds an MBA.� Bill has many interests outside of his professional career that have taken him to over 30 countries.� He is a competitive athlete, having completed over 100 running and triathlon races, including seven marathons and the Ironman Triathlon.� Bill resides in New Jersey with his wife and two beautiful children.��
Tax Partner � Co-Director of Tax Department and Computer Department.� Over thirty-four years of a wide range of tax and computer experience.� Previous engagements include tax planning and compliance work for small individual clients up to large multi-million dollar companies. Former Tax commentator on the KSBW T.V. morning show.� Member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. Founding Board Member-Christian Music Today, San Jose, CA.� BA,� California State University, Stanislaus, 1979. MBA (tax), Golden Gate University, 1984.� CITP, Certified Information Technology Professional, 2008
Marty McCutchen, CPA is a Certified Tax Coach located in the Dallas Fort Worth area. �His firm Marty McCutchen, CPA P.C., provides proactive tax and financial planning services to businesses and their owners. �Prior to starting his firm in 2006, Mr. McCutchen received is Bachelors in Science in Accounting from Auburn University in 1994 and was a manager at PricewaterhouseCoopers. �In addition to serving his clients, Mr. McCutchen has written a book on the Affordable Care Act, The Pocket Guide to Obamacare and has written many articles and columns that have been featured in The CPA Practice Advisor, CPA Technology Advisor, Intuit Proline Community and numerous state society magazines. �The CPA Technology Advisor name him 40 under 40 List in 2008. �Mr. McCutchen is a member of the American Institute of Certified Public Accountants, Texas Society of Public Accountants and the Amerian Institute of Certified Tax Coaches. �When Mr. McCutchen is not working, he enjoys spending time with his wife and 2 children. �









