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  • 59th Annual Hawaii Tax Institute Registration

Continuing Education - Overview

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.

Our Sponsors
  • View all Sponsors
  • Abell Auction Company
  • Bank of America
  • Bank of Hawaii
  • Bank of the West
  • Bernstein
  • Bessemer Trust
  • BNY Mellon
  • Bond Services
  • Bonhams
  • Braun
  • Buchalter
  • Capital Group
  • Central Pacific Bank
  • Christiana Trust
  • Christie's
  • Chubb
  • City National Bank
  • CW Associates
  • Deutsche Bank
  • Douglas Elliman
  • ECA
  • 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
  • Merrill Lynch
  • Morgan Stanley
  • Northern Trust
  • Perkins Coie
  • Phillips
  • Schiff Hardin
  • Schwab Charitable
  • Seyfarth Shaw
  • South Dakota Trust Company
  • Sterling Foundation
  • Stout
  • Strategic Valuation Group
  • True North
  • US Bank
  • Wells Fargo
  • Whittier Trust
  • Willis Towers Watson
  • Wilmington Trust
  • Winston Art Group
  • Yamada & Partners
P.O. Box 1381 Honolulu, Hawaii 96807 1-808-540-3931 info@hitaxinstitute.org
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  • Continuing Ed.
    • Overview
    • Accountants/CPAs
    • Attorneys (Tax & Probate)
    • California Legal Specialization
    • Certified Financial Planners
    • Certified Trust Fiduciary Advisor
    • Certified Wealth Strategist
    • Enrolled Agents
    • Insurance Agents (HI/CA)
  • Conference
    • Overview
    • Opening Ceremonies & Welcome
    • Kiosk Check-In
    • Schedule of the Day
    • Social Gathering
    • Conference Facilities
    • Faculty
    • Hotel Information
    • Sightseeing & Attractions
    • Peer Reviews
    • Download Program
  • Virtual HTI
    • Overview
    • Trailers
    • Catalogue of Virtual Sessions
    • Backstage Pass
    • Ask Our Industry Experts
    • Commercials
    • Q/A From the Chat
    • Public Opinion Poll
    • Upcoming LiveStream Premiere
    • Peer Reviews
  • About
    • Overview
    • Chaminade University of Honolulu
    • Background and History
    • Global Reach
    • Photo Gallery
    • Sponsors
    • Become a Sponsor
    • Faculty Application
    • Advisory Committees
    • Honorary Members
  • MyHTI
    • Registration
    • Download Program Materials
    • Qualifying Courses & CE Forms
    • Evaluations
    • HTI Mobile App
    • Login
    • CE Certificate Instructions
  • HTI Store
  • United States
  • Register Now
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