Partners and Associates

Partners and Associates

A hybrid team of accountants, advisors, and consultants whose collective experience and diverse backgrounds ignite ideas, reconfigure approaches, and recommend strategies and innovative solutions for our clients.

Kevin Paul
Media

2 West Baltimore Ave.
Media, PA
19063

Tel: 484.445.0547
Email: kpaul@wipfli.com

Services

Tax

Areas of Focus

  • Trust and estate taxation
  • Financial planning
  • Investment management
  • Individual taxation

Education

Widener University - Chester, Pennsylvania
  • Bachelor of science degree in accounting
  • Master of science degree in taxation with a concentration in personal financial planning

Kevin Paul, CPA, MST

Partner

Kevin Paul is a partner in the firm’s tax practice, specializing in individual, family entity, trust, estate, and gift tax compliance, planning, and consulting for high-net-worth individuals and their families.  An experienced and knowledgeable financial planner, he assists various types of businesses and individuals with financial, insurance, and investment management planning consulting services.

Certifications
  • Certified Public Accountant
  • Master of Taxation
  • Series 65 License
Professional Memberships and Activities
  • American Institute of Certified Public Accountants (AICPA) - Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA) - Member