January 9, 2024 - Annual Participants

January 9, 2024  (Tuesday) at the Pacific Club's Card Room

Lunch at  11:30 am                    Program at Noon

Annual Program Participants

Topic:  Estate Tax Planning   (Accpeted for -1- CFP® CE Credit - Course Code: 320832) 

This presentation will review the changing federal and Hawaii estate tax rules and recent proposals.  It will illustrate the tax effect of the anicipated changes and alternative planning techniques along with corresponding consequences.

Our Speakers:     Joan Fujita, CPA, MBT -- Darryl Nitta, CPA -- Amber Mullis, CPA -- The  Accuity Team

     
Joan Fujita, CPA is the Tax Principal and has been with the firm since 2008 with over 30 years of tax experience. She earned a Masters in Business Taxation and a Bachelor of Business Administration in Accounting from the University of Souther California.

   
Darryl Nitta, CPA is the partner in charge of C&Y CPAs LLC, a subsidiary of Accuity.  He oversees strategic direction and day to day operations. He served on the Hawaii Tax Review Commission and more recently as the President of the Hawaii Society of CPA.  

    
Amber Mills, CPA is the Tax Manager and has been with the firm since 2017. She currently provides tax consulting and estate compliance services for the firm.