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

William H. Atha II

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

Morgan Stanley | Honolulu, HI

Joseph J. Baratta

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

Abell Auction | 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

Holland & Knight | Los Angeles, CA

David Beeton

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

Willis Towers Watson | Los Angeles, CA

John F. Bergner

By Ann Piedmont - Posted October 28, 2021 - Categories: Person, Featured Person

Winstead PC | Dallas, TX

Turney P. Berry

By Ann Piedmont - Posted October 26, 2021 - Categories: Person, Featured Person

Wyatt Tarrant & Combs LLP | Louisville, KY

Jonathan G. Blattmachr

By Ann Piedmont - Posted October 25, 2021 - Categories: Person, Featured Person

Pioneer Wealth Partners, LLC | New York, NY

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

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

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