Background
Paul has been a CPA for over 30 years. He began his career after earning his bachelor’s degree in accounting from Arizona State University, where he graduated with honors. His passion for helping clients navigate the intricate world of taxation led him to obtain his CPA certification shortly thereafter. Over the years, Paul has developed a reputation for his ability to simplify complex financial concepts for his clients.
He worked at PwC and has helped thousands of companies on tax planning and retirement structuring, including Inc 5000 companies, global brands and Silicon Valley startups. You can read his tax planning articles on Inc. & Kiplinger.
Paul has over two decades of experience in tax strategy, retirement planning, and business consulting. Renowned for his deep expertise in the complexities of tax law and retirement structuring, Paul has become a trusted advisor for individuals and businesses seeking to optimize their financial positions.
He is the founder and CEO of Emparion, one of the leading providers of defined benefit plans and unique retirement structures. Emparion caters to a diverse clientele, ranging from physicians, small businesses and startups and other high-income individuals. Paul’s holistic approach to retirement planning ensures that his clients not only meet their current financial goals but also lay a solid foundation for future success.
Paul is particularly noted for his proficiency in Cash Balance Plans, an advanced retirement planning strategy. This become one of his favorite tools and he became a leading educator in the space.
He has authored numerous articles and whitepapers on the subject, providing valuable insights into the benefits and considerations of these plans. His thought leadership in this area has made him a sought-after speaker at industry conferences and seminars.
Paul continues to work with clients from around the world on tax planning and retirement structuring. Paul has written many articles on the Emparion website and we invite you to read them here:
Emparion BlogHere is a link to Paul’s CPA license in the state of Arizona:
Paul Sundin CPA LicenseBelow are some of the articles that have been posted on other sites:
Why Intelligence Has Nothing to Do With Your Business Success
The Brilliant Strategy That 1 Entrepreneur Used to Turn $50,000 Into $1 Million (All Tax-Free)
Don’t Set Up an LLC Without Doing This 1 Thing
Forget Your 401(k): Try This Brilliant Retirement Strategy Used by the Rich
3 Game-Changers for Investors in the New House Tax Plan
The Ultimate Tax and Retirement Strategy for High Earners
3 Tax-Planning Mistakes Retirees Too Often Make
7 Interesting Facts I Discovered in Donald Trump’s Tax Return
How Are Real Estate Flips Taxed?
Why Real Estate Depreciation is a Rental Property Investor’s Best Friend
The #1 Tax Tip for Foreign Investors in U.S. Real Estate
A Crash Course in Tax Structures for Foreign Investors