Effective year end planning is potentially crucial to one’s overall wealth management strategy. In collaboration with Accuity, the Private Bank and Commercial Banking Group shared a video recording focused on Year-End Planning Considerations tailored to the unique needs of our clients.
About the Webinar Speakers
Darryl Nitta, CPA
Tax Partner
As Accuity’s tax partner, Darryl served as a part of the Hawaii Tax Review Commission and more recently as HSCPA president. As partner in charge of C&Y CPAs LLC, a subsidiary of Accuity, he oversees strategic direction and day-to-day operations.
AREAS OF SPECIALIZATION
Hawaii tax credits, state and federal tax compliance, business planning, real estate, technology, retail/wholesale, manufacturing, insurance, not-for-profit organizations and financial services.
Joan Fujita, CPA, MBT
Tax Principal
Joan has been with the Firm since 2008. She previously worked at PricewaterhouseCoopers Los Angeles in the Mergers and Acquisitions group before relocating back to Hawaii. Prior to joining Accuity LLP, Joan worked at Kamehameha Schools in the legal services group.
AREAS OF SPECIALIZATION
Tax consulting, strategic planning, succession and wealth transfer planning, controversy, compliance and risk management services in a number of industries including private equity, not-for-profit organizations, retail, and hospitality.
Curtis Fessler, CPWA®, CEPA®, Senior Vice President, Senior Wealth Strategist
Curtis Fessler has over 20 years of experience in the finance industry. Prior to joining Bank of Hawaii, he served as a Senior Managing Director of a multi-family office and led the planning and strategy practice of a large regional bank.
Curtis is a Finance graduate of Auburn University in addition to completing professional education through the University of Chicago Booth College of Business. Curtis is a Certified Private Wealth Advisor as well as a Certified Exit Planning Advisor. He earned certificates in areas of behavioral finance, philanthropic, retirement, business, tax and estate planning.
