Roger H. Epstein, is an International Business Consultant, founder of Lokahi Consulting LLC and a principal in the Asia Pacific Group (“APG”). APG provides services for Chinese and other Asian individuals and companies acquiring or seeking to acquire US assets, including legal services: brokerage for realty, businesses, and insurance; referrals for accounting, schools, local activities, and other concierge services to help their clients integrate comfortably into new communities in a foreign country.
Mr. Epstein received his B.S. in Accounting from the University of Maryland in 1967. He earned his law degree with honors from Georgetown University Law Center in 1972, where he served as an editor of the Georgetown Law Review.
From 1970-1972, Mr. Epstein was a Tax Law Specialist with the National Office of the Internal Revenue Service in Washington, D.C. From 1967-1970, he was an Internal Revenue Agent in Washington D.C.
In 1972, Mr. Epstein joined Hawaii’s largest law firm, Cades Schutte, LLP and in 1985 became Chair of the Cades tax department. Mr. Epstein has extensive experience in all areas of US tax law, including corporate, partnership, real estate, and international tax law; tax planning; Hawaii state taxation; and tax controversies. Mr. Epstein has special expertise in international tax transactions and international estate planning and has given presentations in China on US tax issues of Chinese investment in the US since 2011. On October 1, 2015 Mr. Epstein stepped down as senior partner pursuant to the Cade’s mandatory retirement agreement, and left his position as Of Counsel of the firm in June 2016, to form the Asia Pacific Group, with offices in Beijing, Honolulu, Seattle, and Los Angeles (planned to open 2017).
Mr. Epstein began working on China related matters in 1974 when Jardine Matheson, Ltd. and the Shaw Organization, Ltd of Hong Kong became very active clients of Cades regarding their extensive U.S. operations. Since then, Cades Schutte has represented many clients doing business between China and the U.S., as well as many other clients engaged in international business. Among other China clients, Mr. Epstein remains counsel for the Zhou Enlai Peace Institute.
In 2008, Mr. Epstein began a program to bring experienced Shanghai lawyers to spend 3 months at Cades, to develop their US business connections and gain experience in US/China legal matters. In 2011 Mr. Epstein executed an agreement with the Huangpu Judicial District to formalize this “visiting lawyer” program at the Cades firm, and was instrumental in the completion of a Collaboration Agreement between the Hawaii Bar Association and the Shanghai Bar Association. In 2012, these agreements were replicated with the Suzhou Judicial District and Suzhou Bar Association. During this period, Mr. Epstein co-founded the US China Legal Network to facilitate and insure outstanding legal services for Chinese investors throughout the US.
Mr. Epstein is a member of the Hawaii and District of Columbia, American, InterPacific, and International Bar Associations. Mr. Epstein is admitted to practice before all Hawaii courts, the U.S. District Court for the District of Hawaii, the U.S. Tax Court and U.S. Court of Federal Claims, as well as the Ninth Circuit Court of Appeals.
Mr. Epstein is a member of the Tax and International Sections of the American Bar Association and the Hawaii State Bar Association. He has served on the Subcommittee on Taxation of the Chamber of Commerce of Hawaii, is a special director of the Tax Foundation of Hawaii, a former advisory director of the Chaminade Hawaii Tax Institute, and a long time member of the IRS/Western Region Bar Association Liaison Committee. Mr. Epstein is a frequent lecture at tax presentations in Hawaii, on the U.S. mainland and internationally. Mr. Epstein is A.V. rated in Martindale-Hubbell since 1978; American College of Tax Lawyers; Best Lawyers in America (since its first publication); Chambers USA-American Best Lawyers in Business; Best Lawyers in Hawaii; Who’s Who in American Law; Inaugural Recipient: Chaminade Hawaii Tax Institute Hawaii Tax Advisor of the Year.
Mr. Epstein has served as a director of many for profit Hawaii companies including Theo Davies & Co. (1982-1996), and not for profit companies, including the Queen’s Health Systems (1995-2000) and the Tai Hsuan Foundation, a Taoist Monastery, Acupuncture Clinic, and School, where he has also been a student of Chi Kung for over 40 years.