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.orgAmount of Recommended CPE credit: 40 Hours In-Person Conference Up to 19 Hours HTI Anywhere OnlineProgram Level: Advanced
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.