Legacy Advisors, LLP
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waterfall
Professional Expertise – Julie specializes in the taxation of high net worth individuals and their related business, fiduciary, and charitable entities, transfer tax planning for estates and gifts, and generation skipping transfer taxes. Her expertise in charitable planning provided her with the opportunity to co-author a tax article for Philanthropy magazine.
  • Licensed Certified Public Accountant in the states of California and Oklahoma
  • Master of Science in Taxation, Golden Gate University 1998
  • Bachelor of Science in Business Administration/Accountancy, California State University, Long Beach 1992
  • Member of Oklahoma Society of Certified Public Accountants
Julie E. Kramer-McNatt, CPA
Paula L. Nishibayashi, CPA
Oklahoma
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