Overview - Continuing Education Credits

Up to 40 hours of continuing education participatory credits are available to in-person attendees of the conference and up to 19 hours for our HTI Anywhere online program. This conference meets the educational requirements of many national/state organizations and agencies with mandatory CLE/CPE requirements.

The Hawaii Tax Institute Foundation and Chaminade University of Honolulu are 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: 40 Hours In-Person Conference
                                                            Up to 19 Hours HTI Anywhere Online
Program Level: Overview

Program Prerequisites: General familiarity with estate planning principles

Delivery Method: Group Live and Group Internet Based

Recommended Field of Study: Taxes and Behavioral Ethics

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.

Continuing Education Offered:

• Accountants/CPAs (CPE)
• Attorneys (Tax & Probate)
• California Legal Specialization
• Certified Financial Planners
• Certified Trust Fiduciary Advisors
• Certified Wealth Strategist
• Enrolled Agents
• Insurance Agents (HI, CA)