Ralph J. Poe, CPA
Ralph Poe Senior VP &Trust Officer – Private Client Services
During his career of over thirty years, Ralph has worked on many of Florida’s largest and most complicated estates and trusts. Because of his experience in Estate Planning, Administration and Financial Planning, the Florida Institute and American Institute of CPAs have sought him out to teach other CPAs and lawyers many of the intricate aspects of estate planning and related topics. He also acts as consultant to many CPAs and lawyers.
As an educator, Ralph has taught courses in the graduate programs at the University of South Florida, University of Tampa, and the American College. He has served as guest lecturer at several colleges and universities across the country and has authored a number of articles on taxes and estate planning. He has been a Becker CPA Review Instructor since 1973.
Ralph has been in great demand as a guest speaker before many professional groups including the American Institute of CPAs, many different state CPA Societies, the Practicing Law Institute, the American Society of CLU, and many local chapters and societies of professional groups. He has been named FICPA Outstanding Discussion Leader every year since 1980 and was named Outstanding Instructor by the AICPA.
A past president of the Tampa Bay Estate Planning Council and the West Coast Chapter and as a member of the Board of Governors of the FICPA, he remains active in several service and social organizations in the Tampa Bay area.