Paul Gerrish, CPA, MST
Partner
Top 5 Things to Know About Paul
- Brings more than 30 years of public accounting experience
- Advises closely held business owners on long-term tax strategies
- Combines tax planning with estate and wealth transfer considerations
- Maintains multi-generational relationships built on trust and accessibility
- Provides practical guidance on complex real estate tax matters
Paul Gerrish serves as a trusted advisor to closely held business owners and individuals, helping them navigate complex tax, estate, and financial planning decisions with confidence. Known for his accessibility and relationship-driven approach, Paul believes the most valuable conversations happen before major decisions are made, allowing clients to evaluate opportunities and manage risks proactively.
With more than three decades of public accounting experience, Paul advises clients on tax compliance, advanced tax planning, estate planning, and long-term wealth preservation strategies. Much of his work involves helping business owners integrate income tax planning with broader financial goals, particularly when real estate investments, entity structures, and wealth transfer considerations intersect. His experience includes advising on 1031 exchanges, cost segregation studies, real estate transactions, and entity structuring strategies designed to support long-term tax efficiency.
Estate planning and administration have become an increasingly important part of Paul’s practice. Working closely with attorneys and other advisors, he helps clients navigate trust structures, estate and trust tax filings, wealth transfer planning, and post-life administration. His thoughtful guidance and commitment to long-term relationships have earned the trust of multiple generations of families and business owners.
- Tax Planning & Compliance
- Estate Planning Support
- Estate & Trust Administration
- Wealth Transfer Strategies
- Real Estate Tax Planning
- Closely Held Business Advisory
- Master of Science in Taxation (MST)
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
Outside of work, Paul enjoys spending time with his wife and family on Cape Cod, particularly exploring the Lower Cape and enjoying the outdoors. He has longstanding ties to Franklin Country Club, where he previously served as Treasurer for two decades. A lifelong golfer, Paul values the opportunity to spend time on the course with family and friends and looks forward to continuing a tradition that has been part of his life for many years.