CONTINUING EDUCATION CREDITS
CONTINUING EDUCATION CREDITS: Up to 40 hours (including the pre-conference sessions) of continuing education Group-Live credits are available to attendees of the conference. Program Level: Overview – Prerequisites: Generally familiar with estate planning principles – Advanced Preparation: None – Recommended Field of Study: Taxes except for two sessions which are Behavioral Ethics. This conference meets the educational requirements of many national/state organizations and agencies with mandatory CLE/CPE requirements. Learning Objectives: Upon completion of the program, participants will be able to identify, analyze and resolve practical estate planning, administration, tax reporting and wealth transfer issues. ACCOUNTANTS/CPAs (CPE): This program meets the guidelines for CPE set by the Hawaii State Board of Accountancy, State of Hawaii Insurance Division, and the National Association of State Boards of Accountancy (NASBA). This program offers CPE ethics credits.indicates CPE and Legal Ethics Credit available.Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past Institutes. In the past, continuing education credit has also been available for other estate planning professionals, including accountants, financial planners, banking and insurance professionals. We urge you to contact our office in advance with questions regarding the availability of credit for a specific jurisdiction or profession, as we cannot guarantee that credit will be available in all cases. The Hawaii Tax Institute Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Complaints regarding registered sponsors may be submitted to the registry’s website learningmarket.org. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.CERTIFIED FINANCIAL AND TRUST ADVISORS (CTFA): We have applied for credit with the Institute of Certified Bankers – ICB qualified credit approval is pending. INSURANCE AGENTS: This program meets the guidelines for continuing education set by the State of Hawaii, Dept. of Consumer Affairs – Insurance Division, and the California Dept. of Insurance. The courses have been submitted and are pending approval, for Hawaii and California only.indicates Insurance Credit available for HI and CA only.FINANCIAL PLANNERS (CFP): The program meets the guidelines for CFP credits and the Hawaii Tax Institute Foundation and Chaminade University are registered CFP Board CE Sponsors. Note: This program does not offer CFP ethics credits.LAWYERS (MCLE, VCLE, MCPE): The Hawaii Tax Institute Foundation and Chaminade University of Honolulu are State of Hawaii and State of California approved MCLE providers, and certify that this activity qualifies for MCLE credit. Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past institutes, including Hawaii’s new VCLE and MCPE requirements. indicates CPE and Legal Ethics Credit available. LEGAL SPECIALIZATION (California Only): The Hawaii Tax Institute Foundation and Chaminade University of Honolulu, a State Bar of California approved Legal Specialization provider, certify that this activity has been approved for Legal Specialization credit in Taxation law, and Legal Specialization credit in Estate Planning, Trust and Probate law, and Legal Specialization of Current Developments.ENROLLED AGENTS: The Hawaii Tax Institute has applied for CE Approval as an Internal Revenue Service CE Provider and approval is pending. We urge you to contact our office with questions regarding the availability of credit for a specific jurisdiction or profession, as we cannot guarantee that credit will be available in all cases.