EPCRC - Paul Gorman - "When the Estate Plan Meets Reality"
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Paul Gorman, CPA, holds a B.S. in Accounting from CSU Long Beach. He also maintains inactive credentials as a Certified Treasury Professional (CTP) and Certified Fixed Income Professional (CFIP). Paul is the founder of ClearVue Strategies P.C., where he provides tax preparation, tax planning, bookkeeping, and financial coaching. His career includes partner in a CPA firm, Chief Assistant Treasurer-Tax Collector overseeing a $9 billion county investment portfolio and treasury operations, and Director of Accounting for a $200 million court budget. Paul also works with estate planning attorneys, trustees, and beneficiaries to navigate the real-world challenges that arise when estate plans are put into action. His approach focuses on clear communication, practical problem-solving, and helping families through what can be an overwhelming process.
Wednesday's meeting will focus on "What really happens at the first and second death, using two real-world case studies."
