Venue
Virtual

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Event Date Sun Nov 6 HST - Thu Nov 10 HST (in 11 months)
In your timezone (EST): Sun Nov 6 12:00pm - Thu Nov 10 10:00pm
Location Virtual
Region Americas
Details

Aloha and welcome to one of the nation’s premiere tax and wealth transfer conferences. Practitioners interested in keeping abreast of the latest developments in tax and wealth transfer education are certain to welcome the opportunity to participate in the 59th Annual Hawaii Tax Institute sponsored by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu. This year’s program provides unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects.

While the Institute is designed primarily to serve as a forum where tax and wealth transfer oriented people may freely exchange ideas on practical problems, professional status is not a prerequisite for registration. This program is designed for attorneys, accountants, financial planners, planned giving professionals, bank and trust administrators, insurance agents, elder law specialists, non-profit administrators, wealth management professionals, enrolled agents, educators, and others who would benefit from high quality continuing education. The highest level of learning has been the hallmark of prior Institutes and we shall endeavor to again maintain this standard.

Japan-US Alliance Programs and New Global Sessions.
In our continuing efforts to expand our reach to all wealth transfer professionals and to respond to the ever-changing needs of our wealth transfer profession, the Hawaii Tax Institute Foundation and Chaminade University of Honolulu are pleased to welcome our wealth transfer professional colleagues from Japan who will be participating in highly specialized and Japanese speaking only programs concurrently with and/or in addition to our regular English speaking program schedule.
We also want to extend an Aloha Welcome to our International speakers and participants from China, Singapore and South Korea who will be presenting in our new Global Sessions.

Who Can Attend?
The Hawaii Tax Institute is generally designed for the following professions and welcomes anyone interested in any of the high-quality subject matter that is presented at our Conference or Virtual platform.

• Accountants / CPAs*
• Attorneys (Tax & Probate)*
• California Legal Specialization*
• Certified Financial Planners*
• Certified Trust Fiduciary Advisor (CTFA)*
• Certified Wealth Strategist (CWS)*
• Enrolled Agents*
• Financial & Trust Advisors*
• Insurance Agents (HI/CA)*
• Family Office Advisors.
• Non-Profit Executives.
• Corporate Executives.
• Trust Officers.

Sponsors & Partners

2022 Sponsors

• Abell
• Banc of America
• Bank of Hawaii
• Bank of the West Wealth Managemant
• Bernstein
• Bessemer Trust
• BNY Mellon Wealth Management
• Bond Services
• Bonhams
• Braun
• Buchalter
• Capital Group
• Central Pacific Bank
• WSFS Wealth
• Christie's
• Chubb
• City National Bank
• CW Associates
• Deutsche Bank Wealth Management
• Douglas Elliman
• ECA
• EY
• Fidelity Charitable
• First Foundation
• First Hawaiian Bank Wealth Management Group
• First Republic
• Franklin Global, Inc.
• Goodsill
• Greenberg Glusker
• Guardian
• GurrJohns
• Hawai'i Community Foundation
• Heritage Auctions
• HSBC Private Banking
• John Moran
• KMH Wealth Management, LLC
• List Sotheby's International Realty
• Merrill Lynch
• Morgan Stanley
• Northern Trust
• Perkins Coie
• Phillips
• Schiff hardin
• Schwab Charitable
• Seyfarth
• SDTC
• Sterling Foundation Management LLC.
• Stout
• Strategic Valuation Group
• TrueNorth Companies L.C
• Private Wealth Management U.S Bank
• Wells Fargo
• Whittier Trust
• Willis Towers Watson
• Wilmington Trust
• Winston Art Group
• Yamada & Partners Accounting Co., Ltd