Westlake Village Robin M. Paule, Tax
Robin M. Paule
Westlake Village Office
Tax
Robin joined HCVT in 2003 with well over sixteen years of experience in public accounting. Robin's client base consists primarily of high-net-worth individuals and their families, closely held businesses, partnerships, trusts and exempt organizations. She provides services in the areas of income tax planning, estate and gift tax planning, stock option and retirement planning, business succession planning, planning for sales of businesses, charitable giving strategies and tax exempt organizations. She has extensive experience working with family offices and has authored various articles on personal financial planning topics.
Prior to joining HCVT, Robin spent sixteen years at KPMG, the last three as a tax partner, where she was head of the Personal Financial Planning group in the Woodland Hills office. Robin was an instructor of internal training courses and a speaker at several personal financial planning conferences.
Robin graduated with honors from the University of California at Santa Barbara with a bachelor's degree in economics. She served as the only non-attorney member of the California State Bar's Tax Law Advisory Counsel. She currently serves on the Finance Committee and Capital Campaign Committee of a local not-for-profit organization and has been involved extensively in various not-for-profit organizations over the past ten years.
Robin is a licensed CPA in the State of California and is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants. Robin also holds a designation as a Personal Financial Specialist (PFS). The PFS accreditation was established for CPA's who specialize in personal financial planning and is awarded exclusively to AICPA members who have demonstrated considerable expertise in that area. The PFS designation is held by fewer than 4,500 CPAs nationally.