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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Malik Javed is a principal and oversees engineering operations for cost segregation projects at KBKG. He is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and is currently a member of the ASCSP Technical Standards Committee. Since joining KBKG in 2004, he has performed thousands of cost segregation studies for clients in various industries, regularly reviewed architectural and engineering drawings and construction cost budgets. He has provided continuing professional education to hundreds of CPAs across the country on various real estate tax issues. He has also successfully represented KBKG’s clients in an IRS audit.
Raef Lee is managing director and head of the new services and strategic partnerships division at Independent Advisor Solutions by SEI. Follow him on Twitter at @SEIRaefL
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Maria Schuld is division executive of the Core and Banking groups at FIS.
Mona Zielke is the senior vice president of employee benefits claims and operations at Voya Financial.
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Carol Calhoun is a counsel in Venable LLP’s Tax and Wealth Planning Practice.
