Paul serves as the Executive Vice President of Alta Holdings , LLC. Prior to entering the insurance management business, he had 25 years of experience as a partner in a national public accounting firm including years of specialization in areas such as taxation of captive insurance companies, life insurance consulting and estate and succession planning.
Paul's experience includes tax and wealth planning for privately held companies and high net worth individuals. He has conducted consulting projects for clients in many industries including manufacturing/distribution, high tech, real estate, construction, contracting, hospitality, financial services, oil and gas.
Paul's expertise includes the structuring, formation and tax consequences of captive insurance companies, providing wealth preservation and estate planning strategies for high net worth individuals and families, life insurance consulting, succession planning. Paul has authored and co-authored numerous articles on tax planning and is a frequent lecturer.
Other financial experience includes debt restructuring and financing packages.
Paul graduated from Michigan State University with a BA is Accounting and from Walsh College with a Master's of Science in Taxation. He is a member of the American Institute of Certified Public Accountants and the Michigan Association of Certified Public Accountants.