Paul O’Brien, CPA, MST, CFP

Partner

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pobrien@blumshapiro.com 401.330.2705 401.331.4511

Experience Highlights

As a partner in blum’s Tax Department, Paul works with the firm’s high net worth clients and their businesses, providing business and personal tax advice with a focus on minimizing tax liabilities via income tax planning, estate planning and gifting. Paul’s clients include family owned businesses and their owners throughout New England and beyond.

Paul served as partner at Sullivan & Company prior to its merger with blum in 2013.

Professional Education
  • University of Rhode Island - Bachelor of Science in Accounting
  • Bryant University - Master of Science in Taxation
Professional Organizations & Activities
  • American Institute of Certified Public Accountants
  • Rhode Island Society of Certified Public Accountants

My approach to new challenges is to understand the situation, evaluate the facts, think about the tools and resources that we have available and provide a solution.

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