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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 60th 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.
The Hawaii Tax Institute will be offering "HTI ANYWHERE" in addition to our in-person conference for this years 60th Annual Hawaii Tax Institute Conference. HTI ANYWHERE will be a live stream option of our in-person plenary sessions.
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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 2023 Program
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.
"Some of the best speakers you'll find at any tax conference, probably in the world"Nathan Hochman, AttorneyEllis George Cipollone O'Brien & AnnagueyLos Angeles, CA
"The exposure and bonds that you build at HTI make it absolutely worth while"Laura Zwicker, AttorneyGreenberg GluskerLos Angeles, CA
"Why would you want to go to Florida, when you can go to Hawaii?"Brian Oard, Western Region PresidentWilmington TrustLos Angeles, CA
Pre-Conference Breakout Session
Official Welcome and Opening Ceremony
Morning Plenary Sessions
Afternoon Plenary Sessions
Luncheon Keynote Speaker
Afternoon Breakout Sessions (5)
Morning and Afternoon Plenary Sessions
View Full Schedule
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
"Spousal Lifetime Access Trusts - Special Considerations"Laura A. ZwickerGreenberg GluskerLos Angeles, CA
"The Trump Tax Act - Opportunities & Challenges"Charles "Clary" ReddStinson LLPSt. Louis, MO
"The Virtual Private Trust Company"Jonathan LuireWillkie Farr & Gallagher LLPLos Angeles, CA
The Hawaii Tax Institute offers a wide array of social intermissions and networking opportunities for all attendees, speakers, and sponsors.
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.
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)
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.
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.
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.
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.
*Continuing Education credits are available for these professional streams.