Overview - Continuing Education Credits

Up to 27 hours of continuing education participatory credits are available to attendees of the conference (Group live program presented online due to Covid-19). This conference meets the educational requirements of many national/state organizations and agencies with mandatory CLE/CPE requirements.

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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

Amount of Recommended CPE credit: 32.4 Hours

Program Level: Advanced

Program Prerequisites: General familiarity with estate planning principles

Delivery Method: "Group live program presented online due to Covid-19"

Recommended Field of Study: Taxes

Advance Preparation: None

Learning Objectives: Upon completion of the program, participants will be able to identify, analyze and resolve practical estate planning, administration, tax reporting issues and wealth transfer issues.