Legacy Tax Group


A Certified Public Accountant Corporation

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  • Certified Public Accountant (State of Hawaii)
  • Attorney (State of Hawaii)
  • Licensed Real Estate Salesperson (State of Hawaii)

  • Georgetown University Law Center
    LL.M. Taxation, with distinction
    Certificate in Employee Benefits Law
  • William S. Richardson Law School
    University of Hawaii
    Juris Doctorate, magna cum laude
  • University of Puget Sound
    Bachelors of Arts in Business Administration, cum laude
    Honors Program, Business Leadership Program.
  • Iolani High School

  • Hawaii Society of Certified Public Accountants
    Tax Committee, Member
    Personal Financial Planning Committee, Member
  • Hawaii State Bar Association
    Tax Section, Treasurer
    Bankruptcy Section, Member
    Elder Law Section, Member
    Probate and Estate Planning, Member
  • American Bar Association
    Tax Section, Member
  • Plaza Club of Hawaii
    Board of Govenors, Member
    Co-Chair Young Professional Board
  • Na Pali Haweo Community Association
    Co-Chair Community Affairs Committee
  • The Legacy Strata Council, President

  • University of Hawaii at Manoa
    Instructor of the following courses:

  • School of Accountancy
    ACC 401 Federal Individual Income Taxation
  • Executive Accounting Program
    ACC 498E Accounting & Regulation (Individual Income Tax)
  • Department of Finance
    FIN 490 Estate Planning
  • School of Accountancy
    ACC 407 Taxation of Business Entities (Co-Instructor)
  • Guest Speaker Topics covering:
    Taxation of Trust and Estates
    Gift and Estate Taxes
    Tax Practice and Procedure
    US Tax Court