Banco Popular de Puerto Rico

Jeffrey Levine, CPA/PFS, CFP, MSA, a Financial Planning contributing writer, is the lead financial planning nerd at Kitces.com, and director of advanced planning for Buckingham Wealth Partners.

Richard has more than 20 years of experience delivering specialized personal tax and financial planning services to high net worth individuals, including closely held business owners, executives, and hedge fund managers. He provides tax consulting; income and estate tax planning; federal, state and local tax compliance services; and representation before federal and state tax authorities for such individuals. Richards works with clients on multi-generational tax planning, philanthropic planning, wealth preservation strategies, and risk management.\nPrior to joining WeiserMazars, Richard held senior executive positions at two prominent family office advisory firms and was National Leader of Trusts and Estates at a major accounting firm. He has over 17 years of Big 4 personal financial planning experience.\nRichard received his Bachelor of Science in Accounting from the University of Delaware and his Master of Science in Taxation from Seton Hall University. He is a Certified Public Accountant in New Jersey, a Personal Financial Specialist and a licensed insurance advisor (Life, Accident, Health or Sickness and Variable).\nRichard is a member of the American Institute of Certified Public Accountants – Personal Financial Planning Section and the New Jersey Society of Certified Public Accountants.

Marie Arrigo is a Tax Partner and Co-Leader of the Family Office Services Practice for the firm’s Personal Wealth Advisors Group. Marie provides tax consulting and compliance services to family offices, individuals, trusts and estates, and closely held businesses. She also chairs the Philanthropy and Charitable Giving Practice for the firm’s Personal Wealth Advisors Group, wherein she renders tax advisory and compliance services to the firm’s not-for-profit clients, which include public charities, private non-operating foundations, private operating foundations and trade associations, as well as to donors.\nMarie is a frequent speaker before professional groups and has written for various professional publications. She earned her undergraduate degree in Accounting and Management, and her M.B.A. in Taxation, both from New York University. Marie is a member of the American Institute of Certified Public Accountants (AICPA) where she co-chairs the Form 990 Task Force; New York State Society of Certified Public Accountants (NYSSCPA); Estate Planning Council of New York City, Inc., where she is a board director; Estate Planning Council of Westchester County, Inc.; and the Financial Women’s Association (FWA). In addition, she serves as a board director and Treasurer for the Make-A-Wish Foundation of Metro New York and Western New York.

Henry Rubin received a Bachelor of Arts from the State University of New York at Binghamton, where he graduated summa cum laude, and is a member of Phi BetaKappa. He received a JD from the New York University School of Law and was admitted to the Bars of New Jersey and New York, where he developed an expertise inestate planning at the law firm of Thacher Proffitt & Wood.\nHe is principal of H. Rubin Esq. & Company, a wealth advisory firm. Henry is an estate planning attorney and wealth advisor for individuals, hedge funds, and not-for-profit organizations. Henry is also an adjunct professor of estate and financial planning at several New York Universities and Colleges.\nHenry teaches individuals, families, boards and other groups how to advance their financial, family and philanthropic goals by utilizing trust, insurance and portfolio planning, together with zero estate tax and intergenerational wealth planning. Henry is a widely known and sought after speaker.\nSome of his recent presentations include:\n\nPhilanthropic Wealth Planning Strategies for High Net Worth Families at The Mar-a-Lago Club, Palm Beach, FL:A discussion of advanced wealth planning strategies for individuals wishing to create lasting capital for their families, their charities, and their community\nWealth Planning Secrets of the 1% sponsored by the New York City Chamber of Commerce\nEstate Planning for Physicians and Health Care Professionals sponsored by the National Committee on Planned Giving, at Gaylord Palms Resort, Kissimmee, FL:Topics: Asset Protection and Wealth Preservation Planning, Leveraging the Tax Code to Create More Capital for Children and Charity, Intergenerational Pension and Wealth Transfer Planning\nHow To Protect Your Health and Your Wealth sponsored by National Committee on Wealth Planning, Dallas, TX\nHow to Fight Elder Abuse . . . Protecting Your Estate from Financial Predators sponsored by The Benjamin N. Cardozo School of Law, New York, NY:Topics: Living Trusts, Power of Attorney, Health Care Proxies, Guardianship Proceedings, and Living Wills\n\nHenry feels strongly about giving back to the community and has helped raise millions of dollars for philanthropies of all kinds. Henry has advised trustees, supporters and alumni in estate and wealth planning at the Albert Einstein School of Medicine, the Cardozo School of Law of Yeshiva University, the New York City Ballet, and Abilis, an organization serving individuals with disabilities in Westchester County, NY and Greenwich, CT.