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2022 Conference - Overview

Hawaii Tax Institute 59th Annual In-Person Conference

November 6-10, 2022

 
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The Nation’s Premier Tax & Wealth Transfer Conference

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.

Single Day Registrations 

 

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 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 59th Annual Hawaii Tax Institute Conference. HTI ANYWHERE will be a live stream option of our in-person plenary sessions, totalling up to 19 hours of continuing education credit. 

 

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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.

 
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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

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

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

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)

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)

 

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.

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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.

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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, O’ahu is a place of colorful contrasts. It is home to the nation’s 11th largest metropolitan area, Honolulu, including more than 100 world-renowned beaches. 

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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

*Continuing Education credits are available for these professional streams.

Our Sponsors
  • View all Sponsors
  • Abell Auction Company
  • ArentFox Schiff
  • Bank of America Private Bank
  • Bank of Hawaii
  • Bank of the West
  • Bernstein
  • Bessemer Trust
  • BNY Mellon
  • Bryan Mawr Trust
  • Bond Services
  • Bonhams
  • Braun
  • Buchalter
  • Capital Group
  • Central Pacific Bank
  • Christie's
  • Chubb
  • City National Bank
  • CW Associates
  • Deutsche Bank
  • Douglas Elliman
  • ECA
  • ERC Specialists
  • Ernst & Young
  • Fidelity Charitable
  • Fiduciary Trust International
  • First Foundation
  • First Hawaiian Bank
  • First Republic Bank
  • Franklin Global Inc.
  • Goodsill
  • Greenberg Glusker
  • Guardian Life
  • Gurr Johns
  • Hawaii Community Foundation
  • Heritage Auctions
  • HSBC Private Banking
  • John Moran
  • KMH Wealth Management
  • List Sotheby's
  • McCollom D'Emilio Smith Uebler
  • Morgan Stanley
  • Northern Trust
  • OCCPA
  • Perkins Coie
  • Phillips
  • Pillsbury Winthrop Shaw Pittman LLP
  • Raymond James
  • Schwab Charitable
  • Seyfarth Shaw
  • South Dakota Trust Company
  • Sterling Foundation
  • Stout
  • Strategic Valuation Group
  • True North
  • US Bank
  • Venable
  • Wells Fargo
  • Whittier Trust
  • Willis Towers Watson
  • Wilmington Trust
  • Winston Art Group
  • Withersworldwide
  • Yamada & Partners
P.O. Box 1381 Honolulu, Hawaii 96807 1-808-540-3931 info@hitaxinstitute.org
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  • Conference
    • Overview
    • Opening Ceremonies & Welcome
    • HTI Anywhere
    • Schedule of the Day
    • Social Gathering
    • Conference Facilities
    • Faculty
    • Hotel Information
    • Download Program
  • Virtual HTI/Live Stream
    • Overview
    • Trailers
    • Catalogue of Virtual Sessions
    • Backstage Pass
    • Q/A From the Chat
    • Public Opinion Poll
    • Upcoming LiveStream
  • Trending Topics
    • Newsletters
    • Insights
    • Experience Hawaii
    • 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
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