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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David has been in the accounting industry for many years and has been a practicing accountant since 1966. While at the IRS he held various positions: Agent, Trainer, Speaker and Technical Chief. He received his CPA and a Master�s in Taxation from Long Island University�s CW Post College. He was an accounting professor at Suffolk County Community College in New York for over 15 years. In addition, he has served on the AICPA Top Tech Technology Team and presently he is a member of the FICPA Business Technology Section. He is an AICPA CPA Ambassador. He is well-known as a speaker and thought-leader in the field of utilizing new technology to improve the efficiency of operations in tax, accounting, practice management and workflow management.In 2011, he was the recipient of the �On the Edge� Innovation Award from the Leading Edge Alliance, which recognizes industry leaders for their vision and significant contributions to the accounting profession.In 2012, he received the "Brand Ambassador" award from Enterprise Worldwide.
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Norm Schulman is the co-managing partner of Schulman Lobel. He has over 30 years of diverse accounting, tax and business experience. In addition to 20 years in the public accounting field, Norman spent 4 years as the President of Targeted Access Media Inc., an ethnic advertising company with offices in New York, Chicago and Los Angeles. Targeted Access Media’s clients included McDonalds, Proctor and Gamble and Bristol Myers Squibb. Prior to that, Norman was the Chief Financial Officer of an international wholesaler of food, health and beauty care products where he served for 7 years.Norman has served on several Boards of Directors over the years. He is currently the Treasurer of the Board of Directors of the New Jersey Chapter of the Leukemia and Lymphoma Society as well as a member of the advisory board of the Princeton GirlChoir and the 101 Fund. He was the Chairman of the Audit Committee and Member of the Board of Directors of Herald National Bank.Norman has a Bachelor of Science in Accounting from Boston University and is a licensed certified public accountant in New York and New Jersey. He is also an alumnus of Stuyvesant High School in New York City. He is a member of the American Institute of Certified Public Accountants and the NYS Society of Certified Public Accountants where he sits on the Real Estate and Entertainment and Sports Committees. He is an active member of the Philadelphia Real Estate Counsel.
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Henry Rinder is a Member of the Firm. He is a licensed Certified Public Accountant in New Jersey and New York with more than 30 years of public accounting experience. Henry is also certified in Financial Forensics as a Fraud Examiner and is accredited in Business Valuations. He has been accepted as an expert in these fields by the state and federal courts in New Jersey, New York and Florida and has testified before those courts.Henry services clients in the construction, distribution, manufacturing, and legal services industries. He has provided these companies and their clients with audit, forensic accounting, fraud investigation, litigation, business valuation, matrimonial accounting, and consulting support.Henry is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accountants. He is also a member of the Association of Certified Fraud Examiners and a Diplomat of the American Board of Forensic Accountants. Henry served on the Technical Issues Committee of the AICPA at the time the COSO framework was being finalized. He is the past President of the NJSCPA and a current Member of Council of the AICPA. He often gives presentations to professional groups and authors articles in the field of accountancy. Henry serves on Smolin Lupin’s Executive Committee. The Executive Committee oversees day to day operations of the Firm, provides management, and the members of this committee must be elected. He also serves on Smolin Lupin’s Accounting and Auditing, Acquistion and Mergers, Client Evaluation and Risk Assessment, and Wealth Management Committees. He is the head of the Forensic Services and Valuations, Information Technology, Litigation Management, and Strategic Planning Committees at Smolin Lupin.Henry is a graduate of Kean University with a B.S. in Accounting. He practices out of our Fairfield, New Jersey office and resides in New Vernon, New Jersey.
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Eddie 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.March 15 -
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.
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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.
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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.









