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.
- Trust and estate taxation
- Financial planning
- Investment management
- Individual taxation
- Certified Public Accountant
- Master of Taxation
- Series 65 License
- American Institute of Certified Public Accountants (AICPA) - Member
- Pennsylvania Institute of Certified Public Accountants (PICPA) - Member
Widener University - Chester, Pennsylvania
- Bachelor of science degree in accounting
- Master of science degree in taxation with a concentration in personal financial planning