hawaiitaxinstitutefoundation.configio.comHawaii Tax Institute. Aloha Lives Here.

’) ’) ’) ’) Internet Explorer 6 is not supported. Please updateHawaii Peer Reviews Ask Our Industry Experts Commercials About Overview Chaminade University of Honolulu Background and History Global Reach Win-a-Free Registration Single Day Registrations Photo Collection Sponsors Become a Sponsor Faculty Application Advisory Committees Honorary Members MyHTI Login/Create Account Continuing Education CE Certificate Instructions Download Program Materials Qualifying Courses & CE Forms HTI Mobile App Purchase Conference Materials Evaluations HTI Store United States Register Now Enter for Your Chance to Win-A-Free Registration! Hawaii Tax Institute 61st Annual In-Person Conference November 3-7, 2024 Register Now Download 2023 Program The Nation’s Premier Tax & Wealth Transfer Conference Aloha and welcome to one of the nation’s premier 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 61st 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. Single Day Registrations Coming Soon Join us from the comfort of your home, office or anywhere The Hawaii Tax Institute will be offering "HTI ANYWHERE" in addition to our in-person conference for this years 61st Annual Hawaii Tax Institute Conference. HTI ANYWHERE will be a live stream option of our in-person plenary sessions. coming soon Download 2023 Program Japan-US Alliance Program and International Participants 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, South Korea and Malaysia who will be presenting in our new Global Sessions. JAPAN-U.S. Alliance WEBSITE Download 2024 Program Live Stream Sessions View our catalogue of Live Stream Sessions presented by our nationally and internationally acclaimed featured speakers on current and highly relevant topics for your profession. View now Peer Reviews "Some of the best speakers you’ll find at any tax conference, probably in the world" Nathan Hochman , Attorney Ellis George Cipollone O’Brien & Annaguey Los Angeles, CA "The exposure and bonds that you build at HTI make it absolutely worth while" Laura Zwicker , Attorney Greenberg Glusker Los Angeles, CA "Why would you want to go to Florida, when you can go to Hawaii?" Brian Oard , Western Region President Wilmington Trust Los Angeles, CA See More Conference Schedule Sunday Overview 11:00 AM - 12:00 PM Early Registration 12:00 PM - 5:00 PM Pre-Conference Breakout Session 12:00 PM - 5:00 PM Pre-Conference Breakout Session Monday Overview 6:30 AM - 8:00AM Pre-Conference Breakout Session 8:00 AM - 12:00 PM Official Welcome and Opening Ceremony Morning Plenary Sessions 1:30 PM - 5:00 PM Afternoon Plenary Sessions Tuesday Overview 8:00 AM - 12:00 PM Morning Plenary Sessions 12:00 PM - 1:30 PM Luncheon Keynote Speaker 1:30 PM - 5:00 PM Afternoon Breakout Sessions (5) Wednesday Overview 8:00 AM - 12:00 PM Morning Plenary Sessions 12:00 PM - 1:30 PM Luncheon Keynote Speaker 1:30 PM - 5:00 PM Afternoon Breakout Sessions (5) Thursday Overview 8:00 AM - 1:30 PM Morning and Afternoon Plenary Sessions View Full Schedule Learn From Over 100 Distinguished Faculty Members This year’s conference features over 100 speakers who will provide expert insights on a range of tax and wealth transfer topics. Here’s a sampling of this year’s impressive faculty roster: Meet the Faculty Ask Our Industry Experts "Spousal Lifetime Access Trusts - Special Considerations" Laura A. Zwicker Greenberg Glusker Los Angeles, CA "The Trump Tax Act - Opportunities & Challenges" Charles "Clary" Redd Stinson LLP St. Louis, MO "The Virtual Private Trust Company" Jonathan Luire Willkie Farr & Gallagher LLP Los Angeles, CA Learn More Social Intermissions & Networking The Hawaii Tax Institute offers a wide array of social intermissions and networking opportunities for all attendees, speakers, and sponsors. LEARN MORE Conference Facilities Located in the heart of Waikiki, Hawaii, a hub of excitement and entertainment, the Sheraton Waikiki Resort, which is the host hotel to The Hawaii Tax Institute Conference, offers everything a guest will need for a relaxing stay. LEARN MORE Hotel & Travel Info Sheraton Waikiki Located in the heart of Waikiki, Hawaii, a hub of excitement and entertainment, the Sheraton Waikiki Resort, which is the host hotel to The Hawaii Tax Institute Conference, offers everything a guest and their family will need for a relaxing, enjoyable stay. The beachfront property sits just three miles from the famed Diamond Head crater and is only steps away from Waikiki Beach, local shops, restaurants and much more. Relax in one of the Sheratons two outdoor pools, dine at three unique restaurants, workout at the Sheraton Fitness center and relax after the conference at Spa Khakara. (Ask for group rates) Visit Site Royal Hawaiian The Royal Hawaiian, a Luxury Resort, is an iconic beacon of sophistication and tranquility, enviably situated in Waikiki, one of the worlds most coveted beaches in Honolulu. In addition to an impressive Waikiki address, the hotel is home to an unmatched concierge team ready to reveal the hidden pleasures of this five-star escape in Hawaii. Oahu’s endless beach activities prove irresistible to many and include parasailing, catamaran cruises, surfing, snorkeling and more. Just steps away are some of Honolulu’s most exhilarating shopping venues, eateries and must-see cultural points of interest. (Ask for group rates) Visit Site Westin Moana Celebrate the traditions and culture of Hawaii from the Moana Surfrider, A Westin Resort & Spa, Waikiki Beach, Hawaii. Widely known as the "First Lady of Waikiki," the historic hotel first opened its doors in 1901 and offers a blend of Victorian elegance and contemporary comfort right on the beach of Waikiki. Enjoy an unmatched central location just steps away from the legendary Waikiki Beach and within walking distance of Honolulu’s diverse shopping, dining and entertainment attractions. Relax in one of three distinctive hotel room layouts, each one overflowing with thoughtful amenities and comforts. Steeped in the beauty of Honolulu, Hawaii, the resort hotel features a towering banyan tree, a shimmering outdoor pool, a state-of-the-art fitness center, the only beachfront spa in Waikiki Beach and six on-site bars and restaurants. (Ask for group rates) Visit Site Experience Hawaii Drawing more visitors than any other Hawawian island,...