Date and Time
Tuesday May 11, 2021
9:00 AM - 10:30 AM HST
May 11, 2021
9:00 a.m. - 10:30 a.m.
Location
Zoom Meeting
Fees/Admission
BIA Member: $25.00
Non Member: 35.00
Contact Information
Barbara Nishikawa (808) 629-7505
Send Email
Crucial Business and Tax Planning Upd...
Description
Marko Mijuskovic
MBA MSIS, CEXP
Senior Partner, Certified Exit Planner
WestPac Wealth Partners
Marko was born in Uzice, Serbia during the country’s economic downfall. Striving to create a better life for his family, he set off to attend The International Franco-American School of Management in Belgrade where he received a Bachelor’s in Business Administration in Marketing. Marko then moved to Oahu and graduated from Hawaii Pacific University receiving a Bachelor of Science in business administration, a master’s in business administration in marketing, as well as a master’s in science in information systems.Marko joined forces with Nash Subotic in 2007 to create Wealth Strategy Partners (WSP). Today, WSP is one of the fastest-growing financial firms in the nation. What began as a small startup of four people has grown to over 190 representatives and has expanded its territory to the West Coast (California, Nevada, and Oregon). WSP sets its focus on its client’s vision for the future and strives to create a lasting impact on its client’s wealth potential. In 2018 Wealth Strategy Partners changed their name to WestPac Wealth Partners in Hawaii.
In 2014 Marko took his leadership in the business community further by obtaining his CExP™, making him one of the few financial advisors in the State of Hawaii to earn the Preeminent Designation for Certified Business Exit Planning through The Exit Planning Institute. For over a decade Marko has been providing individuals and business owners with comprehensive, and innovative financial planning centered around perfecting the exit of their business.
Marko Mijuskovic is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 677 Ala Moana Blvd., Suite 720, Honolulu, HI 96813 808.695.2100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H07043. | 2020-110908 Exp. 10/22
Charles Au
CPA
Partner
Erwin Cabrinha & Au
Charles Au is managing partner of ECA LLP, one of the leading Certified Public Accounting firms in Honolulu. Mr. Au graduated from the University of Hawaii at Manoa with a business administration
degree in Accounting. After starting his career with Arthur Andersen in both the tax and audit departments he joined his current firm in 1996.
Mr. Au is considered the firm’s main authority in matters relating to individual and business taxation. Many of the firm's clients are closely held corporations, partnerships, and limited liability companies. Closely held businesses offer unique tax planning opportunities to provide the maximum benefit and protection to the business and its owners.
The firm’s clients include general and specialty contractors, real estate developers and sales agencies, professional service providers as well as nonprofit organizations. Mr. Au has worked extensively in the construction and real estate industries and the use of partnerships and LLCs in his asset protection and tax minimization planning.
Charles currently serves as President of Honolulu Waldorf School, 2nd vice president for the Pacific Club, and immediate past president of the Hawaii Estate Planning Council.
Mr. Au is considered the firm’s main authority in matters relating to individual and business taxation. Many of the firm's clients are closely held corporations, partnerships, and limited liability companies. Closely held businesses offer unique tax planning opportunities to provide the maximum benefit and protection to the business and its owners.
The firm’s clients include general and specialty contractors, real estate developers and sales agencies, professional service providers as well as nonprofit organizations. Mr. Au has worked extensively in the construction and real estate industries and the use of partnerships and LLCs in his asset protection and tax minimization planning.
Charles currently serves as President of Honolulu Waldorf School, 2nd vice president for the Pacific Club, and immediate past president of the Hawaii Estate Planning Council.
His professional affiliations include the American Institute of Certified Public Accountants, Hawaii Society of Certified Public Accountants, Hawaii Estate Planning Council, and the Hawaii Association of Public Accountants.
Mr. Au is an avid paddle tennis player and golfer. He enjoys spending time with his wife, six children, and 1 grandchild.
