HTI Faculty

Learn From Over 100 Distinguished Faculty Members

This year's conference features over 100 speakers who will provide expert insights on a range of tax and wealth transfer topics. Click on a speaker to learn more about them.

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Laurie T.S. Adamshick

By Ann Piedmont - Posted November 04, 2021 - Categories: Person, Featured Person

Rulon & Adamshick, LLC | Honolulu, HI

Stewart R. Albertson

By Ann Piedmont - Posted November 03, 2021 - Categories: Person, Featured Person

Albertson & Davidson, LLP | Carlsbad, CA

Elham Ardestani

By Ann Piedmont - Posted November 02, 2021 - Categories: Person, Featured Person

Willkie Farr & Gallagher | Los Angeles, CA

John E. Ashbrook

By Ann Piedmont - Posted November 02, 2021 - Categories: Person, Featured Person

John E. Ashbrook | Irvine, CA

William H. Atha II

By Ann Piedmont - Posted November 02, 2021 - Categories: Person, Featured Person

Raymond James & Associates | Beverly Hills, CA

Joseph J. Baratta

By Ann Piedmont - Posted November 01, 2021 - Categories: Person, Featured Person

Bonhams | Los Angeles, CA

Thomas A. Barthold

By Ann Piedmont - Posted October 31, 2021 - Categories: Person, Featured Person

Joint Committee on Taxation | Washington, D.C.

Robert Barton

By Ann Piedmont - Posted October 30, 2021 - Categories: Person, Featured Person

McDermott Will & Emery LLP | Los Angeles, CA

Brandy Baxter-Thompson

By Ann Piedmont - Posted October 29, 2021 - Categories: Person, Featured Person

Lan Smith Sosolik Baxter-Thompson & Johnston PLLC | Dallas, TX

David Beeton

By Ann Piedmont - Posted October 29, 2021 - Categories: Person, Featured Person

Willis Towers Watson | Los Angeles, CA

News
Person
Featured Person
Nov 7, 2021
Nov 6, 2021
Nov 8, 2021
Nov 9, 2021
Nov 10, 2021
Session
Nov 3, 2021
Nov 3, 2022
Nov 4, 2022 (morning)
Nov 5, 2022
Nov 6, 2022
Nov 7, 2022
Nov 4, 2022 (afternoon)
Nov 5, 2022 (afternoon)
Nov 6, 2022 (afternoon)
Nov 5, 2022 (morning)
Nov 6, 2022 (morning)
Nov 15, 2021
Jan 31, 2021
Jan 31, 2022
Mar. 28, 2022
Mar 28, 2022
Nov 6, 59
Nov 7, 59
Nov 8, 59
Nov 8, 59 morning
Nov 8, 59 afternoon
Nov 8, 59 evening
Nov 9, 59 morning
nov 9, 59 afternoon
nov 9, 59 evening
nov 10, 59 morning
nov 6, early reg
nov 7, reg. cont. break
nov 7, pre conf. workshop
nov 7, official welcome
nov 7, morning plenary
nov 7, luncheon
nov 7, afternoon plenary
nov 8, cont. breakfast
nov 8, morning plenary
nov 8, luncheon
nov 8, workshop 1
nov 8, workshop 2
nov 8, ohana tea
nov 8, workshop 3
nov 9, cont. breakfast
nov 9, morning plenary
nov 9, luncheon
nov 9, workshop 1
nov 9, workshop 2
nov 9, wine and cheese
nov 9, workshop 3
nov 10, cont. breakfast
nov 10, morning plenary
nov 10, mahalo
nov 10, afternoon plenary
Nov 5, 60
Nov 6, pre conf. workshop
Nov 6, morning plenary
Nov 6, luncheon
Nov 6, afternoon plenary
Nov 7, morning plenary 60
Nov 7, luncheon 60
Nov 7, workshop 1 60
Nov 7, workshop 2 60
Nov 7, workshop 3 60
Nov 8, morning plenary 60
Nov 8, luncheon 60
Nov 8, workshop 1 60
Nov 8, workshop 2 60
Nov 8, workshop 3 60
Nov 9, morning plenary 60
Nov 9, afternoon plenary 60

Break
everything-you-wanted-to-know-about-fiduciary-accounting-but-were-afraid-to-ask-including-ethical-considerations
official-welcome-and-opening-ceremony
patrick-m-conley
brendan-j-johnson
recent-developments-facing-all-wealth-transfer-advisors-and-current-transfer-tax-changes-under-the-trump-tax-cuts-and-jobs-act
registration--continental-breakfast
david-j-cowan
joline-godfrey
laurie-ts-adamshick
fiduciary-income
estate-and-gift-tax-after-the-tax-cuts-and-jobs-act
not-your-parents-estate-plan-planning-considerations-for-next-gen-clients
caution-trustees---beware-of-unresolved-tax-liabilities-of-incapacitated-taxpayers-and-decedents-ethical-considerations
luncheon--the-role-and-importance-of-the-joint-committee-on-taxation-to-our-nations-system-of-taxation
current-developments-and-trends-under-the-trump-tax-cuts-and-jobs-act-affecting-nonprofits-and-foundations
top-tax-and-wealth-transfer-strategies-after-tax-reform-sorting-through-the-covfefe
aloha-ice-cream-social
from-the-inside-out-psychological-ethical-and-legal-aspects-of-elderhood
continental-breakfast
the-10-commandments-of-international-tax-and-wealth-transfer-planning
a-foreign-perspective---income-taxation-and-wealth-transfer-systems-in-asia
a-tale-of-two-taxpayers---discount-and-premium-valuations-reporting-and-defending-and-other-current-developments-with-the-tax-court
tariff-trade-wars-and-the-global-economies--what-does-it-all-mean-and-where-do-we-go-from-here
charities-texting-and-tweeting--structuring-for-social-movements---what-can-go-wrong
planningpitfalls-with-slats
taxation-of-trust-and-estates-settlements-estate-gift-gst-income-tax-and-other-issues
the-virtual-private-trust-company-and-the-family-office
preparing-your-clients-closely-held-business-for-sale-or-for-the-next-generation
understanding-income-taxation-and-wealth-transfer-taxation-in-japansouth-korea
irc-section-1446--its-all-about-withholding-disclosing-and-remitting-the-tax
evolution-of-the-role-of-community-foundations
protecting-client-data--ethics-security-and-practicality-for-all-wealth-transfer-advisors
the-indicia-of-financial-elder-abuse
upstream-planning-for-unused-exclusions-and-ethical-considerations
using-the-tools-from-our-daily-toolbox-for-asset-protection-objectives
understanding-income-taxation-and-wealth-transfer-taxation-in-hong-kongsingaporepeoples-republic-of-china
separating-from-your-pass-through-partners-and-deferring-the-capital-gain-using-irc-section-1031-and-more
ohana-tea-and-cookies
comparing-different-charitable-vehicles
benefits-of-tennessee-trust-laws
trusts-and-divorce
optimizing-lifetime-gifting--advising-clients-in-uncertain-times
earth-wind-and-fire--safeguarding-art-antiques-and-jewelry
domesticating-the-foreign-estate-plan-and-translating-it-into-american-english
irs-voluntary-disclosure-program-and-updates-on-the-other-offshore-procedures
current-developments-and-trends-in-retirement-accounts-iras-and-other-qualified-plans
the-death-of-jeffrey-epstein-raises-many-medical-legal-and-ethical-wealth-transfer-considerations
the-tremendous-estate-and-income-tax-advantages-of-using-trusts-in-which-the-beneficiary-is-the-deemed-income-tax-owner
luncheon-purpose-and-mission-of-hawaiis-highest-court-in-the-land-the-supreme-court
luncheon--purpose-and-mission-of-hawaiis-highest-court-in-the-land-the-supreme-court
a-study-of-high-net-worth-philanthropy--what-does-it-all-really-mean
the-use-of-s-corporations-in-estate-planning
the-planner-vs-the-enforcer--issues-which-cause-audits-of-estate-and-gift-tax-returns
it-isnt-over-till-the-post-mortem-planning-is-done
managing-highly-appreciated-assets
new-rules-for-avoiding-traps-that-could-make-life-insurance-subject-to-income-tax
section-1202-qualified-small-business-stock-recent-developments
impact-investing-and-esg-integration
powerful-trends-and-advantages-with-changing-the-situs-of-a-trust-utilizing-modern-reformationmodification-restatement-and-decanting-strategies
powers-of-attorney---myths-management-and-litigation
taking-care-of-those-in-need--all-you-wanted-to-know-about-special-needs-trust-planning
private-investor-advantage--18-strategies-for-family-offices-and-investors-to-become-more-effective
accelerated-benefit-riders-on-life-policies
qualified-opportunity-zones-tax-benefits-and-planning
crowdfunding-for-charity--federal-tax-and-state-charitable-solicitation-issues
a-gathering---wine-and-cheese-sampling
does-your-wealth-transfer-strategy-create-a-legacy
family-dynamics-ethical-considerations-and-intergenerational-conflict-preserving-family-wealth-and-harmony
undoing-the-formerly-outstanding-estate-plan-for-income-tax-planning
basics-of-trust-administration-regarding-tangible-personal-property
life-insurance-for-the-non-resident-alien-andor-foreign-national-client
searching-for-basis-in-estate-planning
a-washington-dc-update---current-income-tax-rules-changes-and-trends-under-the-trump-tax-cuts-and-jobs-act
lessons-learned-from-the-past---dont-repeat-the-same-mistakes-of-2010
planning-for-the-last-chapter--elder-law-life-care-planning-as-a-multifaceted-approach-with-a-legalmedical-team
mahalo-puu-puus-refreshments-and-desserts-of-hawaii
moving-beyond-paper---how-technology-and-blockchain-will-improve-wealth-transfer-security-and-efficiency
winning-the-jackpot---a-conversation-with-your-clients-they-will-always-remember
early-registration
al-w-king-iii
stewart-r-albertson
william-h-atha-ii
bryan-d-kirk
bruce-s-ross
joseph-j-baratta
thomas-a-barthold
robert-barton
david-beeton
john-f-bergner
turney-p-berry
Jonathan G. Blattmachr
jonathan-g-blattmachr
olga-bogush
matthew-e-brady
harmon-a-brown
joseph-bui
stephanie-b-casteel
caroline-ciraolo
david-h-kirk
keith-a-davidson
scott-defreest
carly-e-doshi
robert-n-duran
s-stacy-eastland
francine-rs-lee
yoko-farias
joseph-a-field
chief-judge-maurice-foley
Alan S. Fujimoto
alan-s-fujimoto
eileen-gallo-ross-phd
susan-n-gary
anne-gifford-ewing
judge-reva-g-goetz
judge-arnold-h-gold
steven-b-gorin
rhonda-l-griswold
harumi-hata
kenneth-j-hines
sho-hirata
carsten-hoffmann
megumi-honami
tania-ibanez
miho-ikeda
j-dax-hansen
judy-y-lee
micah-a-kane
toyohiko-katabami
andrew-s-katzenberg
andrew-m-katzenstein
kurt-kawafuchi
erica-keeley
robert-k-kirkland
robin-klomparens
christine-a-kubota
ofer-lion
katharine-p-lloyd
alvina-lo
jonathan-lurie
michael-j-jones
douglas-mancino
jeffrey-mannisto
allisha-marotz
toshiya-matsumoto
sabrina-s-mckenna
steven-r-meier
robyn-meredith
sotaro-misawa
katsumi-naito
kazuhiko-nishihara
shimpei-oki
marc-owens
paul-s-lee
thomas-j-pauloski
mark-e-recktenwald
charles-a-redd
john-t-rogers-jr
susan-p-rounds
thomas-a-rulon
stephan-king
fiduciary-income-and-wealth-transfer-taxation-workshop
keith-schiller
lee-c-schwemer
seitoku-takahashi
eri-shima
lisa-d-snyder
victor-so-song
domingo-p-such
chiyoko-sugimura
robert-suiter
mayu-taba
amy-takahashi
mami-takeda
jun-tamahashi
daiki-tanaka
deborah-j-tedford
colin-teraoka
vivian-lee-thoreen
steven-e-trytten
margaret-van-houten
susan-von-herrmann
mark-l-vorsatz
suzanne-brown-walsh
sean-r-weissbart
laverne-woods
mika-yoshimura
laura-a-zwicker
Edward J. McCaffery
edward-j-mccaffery
venmo-me-your-taxes--keeping-your-fingers-on-the-pulse-of-washington-dcs-tax-law-changes-and-latest-developments
show-me-the-money--distributions-designations-and-recent-developments-affecting-retirement-account-benefits
twilight-years-or-twilight-zone--planning-and-incapacity-challenges-in-protecting-your-family-and-its-wealth-transfer-strategies
never-judge-a-book-by-its-cover--how-a-perfectly-drafted-estate-plan-can-end-up-harming-loved-ones
karen-sugihara
jaryd
The Taxman and The Man in the Mirror
michael-j-desmond
the-taxman-and-the-man-in-the-mirror
bending-the-arc-of-history-towards-justice
terrence-m-franklin
back-to-basics---irs-interviews-of-taxpayers-and-how-to-navigate-in-dangerous-waters
steven-toscher
back-to-basics---irs-interviews-of-taxpayers
Current Development and Trends
Current Developments and Trends in IRS Audit and Investigations
current-developments-and-trends-in-irs-audit-and-investigations
Nathan Hochman
kalinski-jonathan
james halpern
james-halpern
elhamardestani
elham-ardestani
Lauriann-Wright
Megan-Jones
JenniferJordanMcCall
brandy-baxterthompson
stepanie-buckley
wilfred-castro
jeffay-chang
dani-smish
evan-davis
nicole-dawson
lisa-detanna
abigail-earthman
daniel-fan
john-fort
todd-hammond
erik-hendrickson
jamie-herren
christopher-hoyt
jennifer-smith
stephanie-loomis-price
edwin-morrow
david-oh
lalat-pattanaik
rebecca-perlmutter
judge-cary-douglas-pugh
christine-quigley
michaelle-rafferty
eric-roose
thomas-schroeder
david-trader
rebecca-vanloon
michelle-vandellen
naomita-yadav
michael-yi
david-york
tony-yu
federal-estate-gift-gst-taxation-workshop
the-fundamentals-common-and-practical-planning-and-gifting-techniques-for-all-wealth-transfer-advisors
recent-developments-facing-all-wealth-transfer-advisors
next-gen-planning-what-advisors-are-discussing-with-gen-z-x-y-clients
retirement-accounts-planning-optimal-family-and-charitable-outcomes
tax-court-updates-and-understanding-the-role-of-the-tax-court-in-our-federal-system-of-taxation
current-developments-in-charitable-giving-and-nonprofits
the-modern-art-of-delegation-delegation-of-investment-management-functions-by-a-trustee-in-the-mid-21st-century
using-the-irss-taxpayer-advocate-service-to-help-taxpayers-across-the-country
luncheon--tax-court-updates-and-understanding-the-role-of-the-tax-court-in-our-federal-system-of-taxation
valuation-how-to-read-and-critique-an-appraisers-appraisal
fun-and-interesting-strategies-to-address-common-income-tax-situations-in-estate-planning
cross-border-tax-planning-for-clients-with-ties-to-japan-and-other-asian-countries
luncheon-challenges-facing-the-irs-and-impact-of-the-inflation-reduction-act-funds
planning-for-privacy-in-a-public-world-the-ethics-and-mechanics-of-protecting-your-clients-privacy-and-personal-security
foreign-trusts-and-gifts-reporting-obligations-compliance-issues-and-challenging-those-egregious-penalties
exploring-the-fiduciarys-duty-to-invest-trust-assets
the-natural-tension-between-business-development-and-trust-administrators-during-the-due-diligence-and-onboarding-process
taxation-of-cryptocurrency-and-non-fungible-tokens-with-planning-suggestions
no-good-deed-goes-unpunished-and-ethical-considerations
irs-target-list-avoiding-audit-how-the-transfer-tax-spaghetti-is-made
tax-considerations-of-converting-grantor-trusts-to-nongrantor-trusts
the-real-scoop-an-update-on-charitable-giving-and-a-comparison-of-private-foundations-and-donor-advised-funds
qsbs-quest-for-quantum-exclusions-queries-qualms-qualifications-&-qoz
starting-maintaining-or-growing-a-solo-or-small-firm-estate-planning-practice
red-flags-understanding-the-threats-to-your-clients-wealth-and-personal-safety-and-helpful-hints-on-how-to-protect-against-them
business-legacy-and-taxes-strategies-for-efficient-intra-family-transfers-or-third-party-sales-of-closely-held-businesses
how-trustees-and-wealth-transfer-advisors-can-use-property-and-casualty-coverage-for-asset-protection
so-you-want-to-give-us-your-picasso-how-to-recognize-the-benefits-and-pitfalls-of-gifts-of-art
fbar-reporting-trends-pitfalls-and-enforcement-what-you-need-to-discuss-with-your-clients
attacking-and-defending-trustees
forty-three-of-the-best-creative-tax-planning-ideas-we-see-out-there-for-trusts
irs-policy-protocol-and-potpourri-of-guidance-in-estate-and-gift-taxation-and-wealth-transfer
old-dog-or-new-trick-the-evolution-of-joint-spousal-trusts-in-todays-wealth-transfer-strategies
fiduciary-accounting-nightmares-and-how-to-avoid-them
where-purpose-meets-planning
premium-financing-advanced-planning-techniques-for-the-ultra-high-net-worth-client
drafting-and-planning-for-trusts-to-hold-iras-under-the-secure-act
where-theres-a-will-theres-a-new-way-a-primer-on-electronic-estate-planning-and-wealth-transfer-documents
correcting-planning-mistakes-and-shoring-up-messy-wealth-transfer-structures
video-killed-the-radio-star-and-digital-assets-are-killing-the-paper-trial-a-primer-on-digital-assets-how-to-plan-and-administer-them
529-plans-a-compelling-tax-and-estate-planning-tool
sweet-home-alabama-creative-strategies-to-use-and-pitfalls-to-avoid-when-gifting-real-estate-to-nonprofits
the-taxman-in-the-mirror
family-dynamics-&-intergenerational-conflict-preserving-family-wealth-and-harmony
first-say-im-sorry-exploring-the-psychological-legal-and-ethical-impact-of-grief-in-wealth-transfer-strategies-and-structures
the-flexible-beneficiary-trust-for-qualified-plans-and-iras
time-to-revisit-your-clients-choice-of-entity-for-tax-and-compliance-purposes
over-rated-how-surging-interest-rates-and-slow-growth-may-radically-change-wealth-transfer-planning
mission-impossible-solving-the-estate-and-income-tax-tradeoff
designing-irrevocable-trusts-to-protect-assets-from-being-reached-in-a-divorce
the-aftermath-dealing-with-promissory-notes-during-life-and-after-death-resulting-from-intentionally-defective-grantor-trust-sales
when-aggressive-tax-planning-becomes-criminal-conduct-and-ethical-consideration
marsha-dungog
lisa-piehl
edward-robbins
erin-collins
distributions-from-retriement-accounts
james-lee
brandon-park
geal-talbert
advanced-tax-efficient-investing
shuichi-taira
al-king
jenny-casey
becca-chappell
sangna-chauhan
kathryn-courain
adam-diederich
tom-donahue
kathy-enstrom
justin-farmer
guy-ficco
sharyn-fisk
ashley-francis
lani-fu
elizabeth-glasgow
kerry-hawkins
philip-hayes
james-brown
brian-janowsky
jean-johnston
roee-kaufman
nikki-kerman
laura-buckley
margaret-lodise
danielle-louton
cris-lutz
anna-mouland
lindsey-munyer
robert-muresan
dave-murray
nathan-wright
brent-nelson
richard-nenno
sandra-brown
stacy-singer
amy-wanlass
vincent-thomas
paige-voorhees
patrick-urda
roland-trope
todd-wohl
vatche-zetjian
federal-estate-gift-gst-taxation-workshop-60
fiduciary-income-and-wealth-transfer-taxation-workshop-60
the fundamentals basic estate planning for all wealth transfer advisors
the-fundamentals-basic-estate-planning-for-all-wealth-transfer-advisors
wake-up-to-your-professional-responsibilities
selected-recent-developments-and-current-trends-in-wealth-transfer-planning
your-emergency-escape-kit-planning-for-financial-uncertainty
update-on-tax-exempt-organizations-and-charitable-giving
luncheon-60- tax-court-updates-and-understanding-the-role-of-the-tax-court-in-our-federal-systen-of-taxation
respect-find-out-what-my-will-means-to-me
those-gnarly-elections-dont-get-caught-looking-in-the-rear-view-mirror
understanding-the-sandbox-that-all-wealth-transfer-advisors-play-in
planning-audit-and-litigation-using-valuation-discounts-to-transfer-wealth
qsbs-quest-for-quantum-exclusions-queries-qualms-qualifications--qoz-60
transferring-wealth-for-the-middle-rich
luncheon-in-the-right-hands-in-the-wrong-hands-planning-wealth-transfers-in-the-ai-era
how-to-protect-your-charity
common-pitfalls-in-estate-planning-and-how-to-avoid-them
the-sounds-of-silence-silent-trusts-designated-representatives-and-managing-the-disclosure-of-information-to-trust-beneficiaries
best-ideas-we-see-for-the-high-net-worth-client
investment-approaches-for-different-types-of-trusts-with-fiduciary-and-administrative-considerations
pre-immigration-planning
grantor-trusts-and-basis-step-up
navigating-the-charitable-strategies-before-and-after-the-disposition-of-a-business
advanced-business-and-tax-planning-with-premium-financed-insurance
the-danger-zone-how-to-survive-being-deposed-as-a-drafting-attorney-or-trustee-or-wealth-transfer-advisor-in-a-trust-contest
when-doing-whats-right-might-be-wrong
protecting-your-passion-assets-art-wine-jewelry-cars-collectibles
intergenerational-tsunami-powerful-non-tax-reasons-for-establishing-modern-trusts-and-coordinating-grantor-and-beneficiary-values
digital-forensic-accounting-real-examples-on-how-this-will-help-wealth-transfer-advisors-in-todays-world
fact-or-fiction-my-kids-lose-out-when-i-give-to-a-charity-a-case-study-on-charitable-pre-sale-planning
are-you-sure-you-want-to-reply-all
dealing-with-matrimonial-issues-in-wealth-transfer-planning
tricks-of-the-trade-for-directed-trusts
transition-planning-for-a-closely-held-business-strategies-for-navigating-the-transition-or-sale-of-a-family-business
family-office-domestic-and-abroad
pass-through-entity-structuring-opportunities-and-pitfalls
ai-and-the-application-of-professional-services
from-death-to-distribution-federal-tax-requirements-and-potential-controversies
asia-and-us-cross-border-wealth-transfer-planning
the-worst-of-the-worst-tax-criminals-who-prey-on-the-vulnerable
comparing-the-various-charitable-trusts-in-wealth-transfer-planning
top-10-communication-mistakes-within-a-family-that-could-derail-an-estate-plan
the-tax-ramifications-of-debt-in-an-estate-plan
learn-how-to-sell-and-appraise-for-sale-partnership-interests-in-rs-to-provide-liquidity-for-sellers-in-a-previously-illiquid-market
preparing-heirs-for-success-making-finance-fun-for-the-next-generation
left-holding-the-bag-withholding-agent-current-issues-and-traps-for-the-unwary
conquering-subchapter-k-1
charitable-giving-in-america-who-is-giving-why-are-they-giving-and-what-vehicles-should-be-considered
transition-by-design-succession-of-a-privately-held-business
dual-purpose-communications-in-the-tax-context
everything-you-wanted-to-know-about-corporate-fiduciaries-but-were-afraid-to-ask
how-to-inventory-value-and-distribute-digital-assets
practical-cross-border-wealth-transfer-issues-and-how-to-solve-them
conquering-subchapter-k-2
using-a-crt-to-defer-capital-gains-on-the-sale-of-real-property
tales-from-the-crypt-post-death-issues-regarding-tangible-personal-property
family-matters-plan-to-avoid-and-limit-family-business-disputes
to-be-a-fiduciary-or-not-to-be
uncovering-the-strategic-secrets-of-planning-for-private-equity-and-other-private-investments
how-to-spy-a-lie-detecting-lies-and-liars-in-transferring-wealth
john-ashbrook
tax-opportunities-for-us-individuals-or-entities-moving-to-puerto-rico
planning-for-retirement-benefits-after-secure-act-and-proposed-regulations
tax-issues-you-might-not-think-about-when-planning-a-wealth-transfer-strategy
divorcing-the-highly-planned-family-addressing-irrevocable-trusts
employee-retention-credit-audits-and-investigations-the-tsunami-is-coming
in-sickness-and-in-health-advance-health-care-directives-and-the-new-uhcda
michael-quigley
hugh-jones
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