Expert advisers focused on your success, delivering personal attention and service excellence
Jeff Loff, CPA
Jeff Loff is Managing Director and partner-in-charge of LDDI. His practice focuses on partnerships, trusts, and individuals with complex returns and tax matters. Prior to his role at LDDI, Jeff spent many years in investment banking. He was based for five years in Tokyo, Japan, where he was Associate Director, Equity Research at Macquarie Capital Securities (Japan). There he analyzed Japanese technology companies (Sony, Panasonic, Canon, etc.) to provide investment advice to global asset managers. Before that, he was Vice President, Equities, at Credit Suisse.
Jeff is also Managing Director and Chief Compliance Officer of CRL Advisors, a Honolulu-based wealth management firm. He works with tax clients and non-tax clients to build custom, risk-managed investment portfolios.
He earned his Bachelor’s degree in Economics and English Literature at Stanford University. He is an active member of the Rotary Club of Downtown Honolulu and of Mensa International.
You can reach Jeff by email at firstname.lastname@example.org or by phone on 808-522-1040, extension 1.
J. Nick Detor, CPA
Nick has many years of experience providing tax and advisory services to select clients in Hawaii, on the mainland, and overseas. His clients include closely held businesses and their owners, family groups, trusts and estates, real estate holding and development LLCs, and restaurants. He works closely with clients’ attorneys, financial and estate planners, and other advisors to help clients with their planning and to evaluate business and investment opportunities.
Nick received a BBA from the University of Colorado and an MBA from Chaminade University. He started his career at Deloitte. Over the years, he established his own CPA firm and a partnership. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Hawaii Society of CPAs (HSCPA).
You can reach Nick by email at email@example.com or by phone on 808-522-1040, extension 2.
Kate Jones, CPA
Kate earned her Master’s degree in accounting from the Shidler School of Business at UH Manoa. She focuses on taxation across all entity types with particular expertise in partnerships, real estate companies, and restaurant groups.
Kate is originally from Toronto, Canada and is a Toronto Blue Jays fan.
You can reach Kate by email at firstname.lastname@example.org or by phone on 808-522-1040, extension 7.
Daisuke Shimizu, EA
Daisuke is a Tax Senior. He earned his degree in accounting from the Shidler College of Business at University of Hawaii, Manoa. He is an Enrolled Agent (EA) with expertise across individual taxation, business taxation (corporations and partnerships), and IRS representation.
Daisuke works closely with our Japanese clients who have U.S. tax obligations, such as foreign corporations and investors with U.S. real estate holdings.
Daisuke is originally from Okayama, Japan. He moved to Hawaii in 2014. He speaks fluent Japanese.
You can reach Daisuke by email at email@example.com.