Paul Sussman, CPA
Tax Director
“Tax is complicated. Your advice shouldn't be.”
The Background
Guiding Legacy and Wealth with Strategic Tax Insight
Paul provides tax planning, compliance, and advisory services to ultra-high net worth individuals, family offices, entrepreneurs, and private investment entities.
With over 10 years of experience in public accounting, Paul advises clients on complex tax matters involving ownership structures, multi-state real estate investments, pass-through entities, and privately held businesses.
Education
Bachelor of Science in Accountancy from San Diego State University.
Memberships
- Certified Public Accountant licensed in Florida
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Areas of Practice
Expertise & Education
Paul has extensive experience advising technology founders, business owners, and high-net-worth family groups on tax efficient planning strategies, entity structuring, and business transactions. Paul is committed to delivering practical, tailored solutions that support each client’s long-term financial and business objectives.
Paul also contributed to the development of artificial intelligence-driven software in the tax industry that was later acquired by Thomson Reuters, bringing a unique perspective on the intersection of tax expertise and emerging technology solutions.
Paul is a Certified Public Accountant licensed in Florida and holds a Bachelor of Science in Accountancy from San Diego State University.