Wendell Lee

 Wendell Lee

Wendell K. Lee

  • Courses8
  • Reviews80
May 6, 2018
N/A
Textbook used: No
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory


online
Difficulty
Clarity
Helpfulness

Awesome

He provides content for his in-class lectures. He gives real life examples thus making the lectures more interesting. He is down to earth, easy to approach and easy to communicate with. Mr. Lee is a great teacher.

May 5, 2018
N/A
Textbook used: Yes
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory



Difficulty
Clarity
Helpfulness

Good

This was my first class with Wendell. He really knows what is going on with this subject. He gives us lots of help with study guides and notes. He is very knowledgeable about this subject. He has a lot of information to share with the class. He gives us homework and exams online. You can always watch his class online live or recorded.

May 4, 2018
N/A
Textbook used: Yes
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory



Difficulty
Clarity
Helpfulness

Awesome

Second class I've taken with him and I definitely enjoyed both. He makes learning fun. You'd want to pay attention in his classes because he is very entertaining. You will surely pass as long as you attend class and listen to him!

Apr 30, 2018
N/A
Textbook used: No
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory



Difficulty
Clarity
Helpfulness

Good

Our class was during friday only and it had to be a 3-hour session. Once you decide to miss class, it's like you're missing a full week of work. Homework can be challenging but he goes over similar problems in the class and walks you through it, so it's essential to show up. He focuses on real life implications rather than the books.

Apr 28, 2018
N/A
Textbook used: No
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory



Difficulty
Clarity
Helpfulness

Good

It was Prof. Lee's first time to teach this course. His class wasn't hard at all, but the content was. You can tell that he really cares about his students and wants them to succeed.

Apr 27, 2018
N/A
Textbook used: No
Would take again: Yes
For Credit: Yes

0
0


Not Mandatory



Difficulty
Clarity
Helpfulness

Awesome

Professor Wendell is great. He tries to make the class bearable even though the concept is tough. He is always open to listen to concerns or questions the students have. He is also very easy to talk to, whether it's about class, accounting firms, or just his own stories from his experience. He gives you the opportunity to learn more about the accounting world.

Biography

University of Hawaii West Oahu - Accounting


Resume

  • 2006

    Non-profits

    Corporate Tax

    GAAP

    Internal Controls

    Forensic Accounting

    Accounting

    Income Tax

    Financial Accounting

    US GAAP

    Insurance

    Internal Audit

    Sarbanes-Oxley Act

    Tax Advisory

    Financial Analysis

    Tax

    Financial Reporting

    SBA

    Tax Preparation

    CPA

    Auditing

    Accuity performs audit and provide tax advice for Hawaii's largest companies including Hawaii's Top 20 companies

    small business

    individuals

    non-profits

    and SBA organizations.

    Lee

    CPA

    CGMA

    MT

    Have you been named as a trustee or personal representative of an estate or trust

    and have no clue what to do? We help trustees and personal representatives navigate the complexities of being a trustee or personal representative.

    Wendell

    Lee

    CPA

    CGMA

    MT

    University of Hawaii-West Oahu

    Accuity LLP

    Trustee Administrative Services Hawaii

    LLC

    PricewaterhouseCoopers

    Kapolei Hawaii

    University of Hawaii-West Oahu

    PricewaterhouseCoopers

    Honolulu

    Hawaii

    Provided tax services for corporate

    small business

    and individuals.

    Partner

    Honolulu

    Hawaii

    Due to high costs associated with corporate trustees and organizations attorneys usually encourage clients to name a family member or trusted friend to manage their estate affairs.\n\nHowever

    most people have no idea of the many tasks involved in the administration of a trust or estate.\n\nMany individuals who have been appointed as fiduciary of a trust have no experience in the numerous steps and organization that is required to manage an estate of a decedent that can lead to frustration and even lawsuits between the trustee and beneficiaries.\n\nWith our years of accounting and tax experience

    TASHAWAII can help you with the process from the beginning to end in a very understanding

    hands-on

    and professional manner.

    Managing Member

    Trustee Administrative Services Hawaii

    LLC

    999 Bishop Street

    Suite 1900

    Honolulu

    HI 96813

    Accuity LLP is a new name for an established firm

    rich in its history and roots in Hawaii. Our office was founded in 1951

    when John A. (Jack) Baker

    Jr. and David O. Gillette started the Baker & Gillette

    CPA firm.\n\nIn 1965

    Baker & Gillette merged with Lybrand

    Ross Bros. & Montgomery

    becoming one of the Big Eight U.S. accounting firms. In 1973

    we became part of an international firm when we merged with Cooper Brothers of the United Kingdom and several other international firms

    emerging as Coopers & Lybrand.\n\nIn 1998

    the international firms of Coopers & Lybrand and Price Waterhouse merged to form PricewaterhouseCoopers (PwC) – a global firm extending to 142 countries worldwide.\n \nAccuity LLP was created in 2006

    in response to the strategic decision by PwC to exit the Honolulu market. With our partners’ acquisition of the practice

    we have returned to our local roots as one of the largest accounting firms in Hawaii. We are also proud to be an independent member of Baker Tilly International.\n \nAccuity LLP continues the legacy established by Baker & Gillette in its commitment to serve the people and businesses of Hawaii. Our Ohana’s dedication to service makes a difference to our clients and to our community.\n\nView our websites for free tax updates and articles.

    Retired Founding Partner

    Accuity LLP

    Member

    AICPA

    CGMA

    HSCPA

  • 1991

    M.T.

    Taxation

    Certified Public Accountant

    Hawaii

  • 1982

    B.S.

    Business administration with accounting

  • 1970

    Diploma

    Baseball

    JROTC

    Student Government

    The Kamehameha Schools

  • TASHAWAII - Trustee Services

    TASHAWAII - Assisting trustees and personal representatives navigating the trust and estate administrative process

    TASHAWAII - Trustee Services

    TASHAWAII - Assisting trustees and personal representatives navigating the trust and estate administrative process

    Island Pacific Academy

    Former Director

    Hawaii Education Council

    Director

    Na Kupaa

    Director and Past President

    Hawaii Society of Certified Public Accountants

    Representative

    AICPA Council

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