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Hawaii Tax Institute. Aloha Lives Here.

Hawaii Tax Institute 62nd Annual In-Person Conference

November 2-6, 2025

 
                           Register Now!                  Download Program

The Nation’s Premier Tax & Wealth Transfer Conference

Aloha and welcome to the nation’s premier tax and wealth transfer conference. Practitioners interested in keeping abreast of the latest developments in tax and wealth transfer education are certain to welcome the opportunity to participate in the 62nd Annual Hawaii Tax Institute sponsored by the Hawaii Tax Institute Foundation and Chaminade University of Honolulu. This year’s program provides unparalleled education and professional development opportunities delivered by a diverse and distinguished faculty of recognized tax and wealth transfer authorities with a positive approach to current and practical subjects.

While the Institute is designed primarily to serve as a forum where tax and wealth transfer oriented people may freely exchange ideas on practical problems, professional status is not a prerequisite for registration. This program is designed for attorneys, accountants, financial planners, planned giving professionals, bank and trust administrators, insurance agents, elder law specialists, non-profit administrators, wealth management professionals, enrolled agents, educators, and others who would benefit from high quality continuing education. The highest level of learning has been the hallmark of prior Institutes and we shall endeavor to again maintain this standard.

 Join us from the comfort of your home, office or anywhere

The Hawaii Tax Institute will be offering "HTI ANYWHERE" in addition to our in-person conference for this years 61st Annual Hawaii Tax Institute Conference. HTI ANYWHERE will be a live stream option of our in-person plenary sessions.

 

Register Now                    Download Program          



Japan-U.S. Alliance Program

 

In our continuing efforts to expand our reach to all wealth transfer professionals and to respond to the ever-changing needs of our wealth transfer profession, the Hawaii Tax Institute Foundation and Chaminade University of Honolulu are pleased to welcome our wealth transfer professional colleagues from Japan who will be participating in highly specialized and Japanese speaking only programs concurrently with and/or in addition to our regular English speaking program schedule.

          JAPAN-U.S. Alliance WEBSITE              Download Program

 

China-U.S. Alliance Program

 

 

In our continuing efforts to expand our reach to all wealth transfer professionals and to respond to the ever-changing needs of our wealth transfer profession, the Hawaii Tax Institute Foundation and Chaminade University of Honolulu are pleased to welcome our wealth transfer professional colleagues from China who will be participating in highly specialized and Mandarin speaking only programs concurrently with and/or in addition to our regular English speaking program schedule.

China-U.S. Alliance WEBSITE              Download Program



Single Day Registrations 

 

Register Now




Live Stream Sessions

View our catalogue of Live Stream Sessions presented by our nationally and internationally acclaimed featured speakers on current and highly relevant topics for your profession. 

View now

Peer Reviews

"Some of the best speakers you'll find at any tax conference, probably in the world"
Nathan Hochman, Attorney
Ellis George Cipollone O'Brien & Annaguey
Los Angeles, CA

"The exposure and bonds that you build at HTI make it absolutely worth while"
Laura Zwicker, Attorney
Greenberg Glusker
Los Angeles, CA

"Why would you want to go to Florida, when you can go to Hawaii?"
Brian Oard, Co-Founding Partner
A&M Private Wealth Partners
Los Angeles, CA

See More

Conference Schedule

11:00 AM - 12:00 PM

Early Registration

12:00 PM - 5:00 PM

Pre-Conference Breakout Session

12:00 PM - 5:00 PM

Pre-Conference Breakout Session

6:30 AM - 8:00AM

Pre-Conference Breakout Session

8:00 AM - 12:00 PM

Official Welcome and Opening Ceremony

Morning Plenary Sessions

1:30 PM - 5:00 PM

Afternoon Plenary Sessions

8:00 AM - 12:00 PM

Morning Plenary Sessions

12:00 PM - 1:30 PM

Luncheon Keynote Speaker

1:30 PM - 5:00 PM

Afternoon Breakout Sessions (5)

8:00 AM - 12:00 PM

Morning Plenary Sessions

12:00 PM - 1:30 PM

Luncheon Keynote Speaker

1:30 PM - 5:00 PM

Afternoon Breakout Sessions (5)

 

8:00 AM - 1:30 PM

Morning and Afternoon Plenary Sessions

 

View Full Schedule

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. Here’s a sampling of this year’s impressive faculty roster:

Meet the Faculty

Ask Our Industry Experts

"Spousal Lifetime Access Trusts - Special Considerations"
Laura A. Zwicker
Greenberg Glusker
Los Angeles, CA

"The Trump Tax Act - Opportunities & Challenges"
Charles "Clary" Redd
Stinson LLP
St. Louis, MO

"The Virtual Private Trust Company"
Jonathan Luire
Willkie Farr & Gallagher LLP
Los Angeles, CA

Learn More 

Social Intermissions & Networking

The Hawaii Tax Institute offers a wide array of social intermissions and networking opportunities for all attendees, speakers, and sponsors.

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Conference Facilities

Located in the heart of Waikiki, Hawaii, a hub of excitement and entertainment, the Sheraton Waikiki Resort, which is the host hotel to The Hawaii Tax Institute Conference, offers everything a guest will need for a relaxing stay.

LEARN MORE

Hotel & Travel Info

Hilton Hawaiian Village

An ocean retreat in Honolulu. Escape to a tropical hideaway at Hilton Hawaiian Village. Located on the widest stretch of beach, our 22-acre paradise features the best pools and waterslides in Waikiki, as well as the only saltwater lagoon. Dive into local culture with daily activities and our on-site luau and discover a picture-perfect stay in Honolulu.

(Ask for group rates)

Book Now

Visit Site

Experience Hawaii

Drawing more visitors than any other Hawawian island, O’ahu is a place of colorful contrasts. It is home to the nation’s 11th largest metropolitan area, Honolulu, including more than 100 world-renowned beaches. 

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Who Can Attend

The Hawaii Tax Institute is generally designed for the following professions and welcomes anyone interested in any of the high-quality subject matter that is presented at our Conference or Virtual platform.

  • Accountants / CPAs*
  • Attorneys (Tax & Probate)*
  • California Legal Specialization*
  • Certified Financial Planners*
  • Certified Trust Fiduciary Advisor (CTFA)*
  • Certified Wealth Strategist (CWS)*
  • Enrolled Agents*
  • Financial & Trust Advisors*
  • Insurance Agents (HI/CA)*
  • Professional Fiduciaries*
  • Family Office Advisors
  • Non-Profit Executives
  • Corporate Executives
  • Trust Officers

*Continuing Education credits are available for these professional streams.

Our Sponsors
  • View all Sponsors
  • 1031 Investments
  • Abell Auction Company
  • Alliance Trust Company of Nevada
  • Alta View
  • Alvarez & Marsal
  • American Cancer Society
  • American Endowment Foundation
  • American Heart Association
  • Apheta
  • Armanino
  • ArentFox Schiff
  • Avanath
  • Bank of America
  • Bank of Hawaii
  • BDO USA
  • Becky Valentine Foundation
  • Bequest Finance
  • Bernstein
  • Bessemer Trust
  • Blue Sky Trust
  • BMO Wealth Management
  • BNY Mellon
  • Bond Services
  • Bonhams
  • Braun
  • Bridgeford Trust Company
  • Bridger Trust Company
  • Bryan Mawr Trust
  • BTA
  • Buchalter
  • Cabrillo Advisors
  • CAF America
  • California Community Foundation
  • Capital Group
  • CBIZ
  • Central Pacific Bank
  • Cerity Partners
  • Chamberlain Law
  • Christie's
  • Chubb
  • CIBC
  • Citrin Cooperman
  • City National Bank
  • Clark Capital
  • CMB
  • Comerica Bank
  • Complete Advisors
  • Crawford Trust
  • Cumberland Trust
  • Currencies Direct
  • CW Associates
  • DAFgiving360
  • Dean Dorton
  • Deutsche Bank
  • Douglas Elliman
  • Dunham Trust Company
  • ECA
  • Eide Bailly
  • EisnerAmper
  • ERC Specialists
  • Ernst & Young
  • Estate Administrative Services
  • Estateably
  • Estate Works
  • EVP Systems
  • Falcon Rappaport
  • Fennemore WKBKY
  • Fidelity Charitable
  • Fiduciary Trust International
  • First Foundation
  • First Hawaiian Bank
  • Franklin Global Inc.
  • Frazier Ryan Goldberg Arnold
  • Goodsill
  • Greenberg Glusker
  • Greenberg Traurig
  • Guardian Life
  • Gurr Johns
  • Hawaii Community Foundation
  • Heifer
  • Henley & Partners
  • Heritage Auctions
  • Holland & Knight
  • Honmachi Law
  • HSBC Private Banking
  • Integritas3
  • Island Conservation
  • John Moran
  • Keystone Law
  • KJM Law Partners
  • Kuribayashi Law Office
  • Lagerlof
  • Law Stein Anderson
  • Magnetic Tax
  • McCollom D'Emilio Smith Uebler
  • Merrill Lynch
  • MOC
  • Morgan Stanley
  • Moss Adams
  • MPI
  • Myriad USA
  • National Philanthropic Trust
  • Nihon Keikei
  • Northern Trust
  • Nutter
  • OCCPA
  • Pacific Financial Partners
  • Peak Trust
  • Perkins Coie
  • Phillips
  • Peisner Johnson
  • Pillsbury Winthrop Shaw Pittman LLP
  • Portfolio Escrow
  • Premier Trust
  • Prudent Investors
  • QP Global
  • RPL
  • Raymond James
  • Reiwa
  • Ren
  • Seyfarth Shaw
  • SingerLewak
  • Shine Cloud & Partners
  • SMBC
  • SWSS
  • South Dakota Trust Company
  • Squire Patton Boggs
  • SQL
  • Sterling Foundation
  • Stout
  • Strategic Valuation Group
  • Summit Trail
  • SWH | Fiduciary Real Estate Group
  • Taxster
  • TEAM
  • Crem Group
  • The Trustees Group
  • True North
  • Trust Bank
  • Trust Law Partners
  • Trustate
  • University of Hawaii Foundation
  • US Bank
  • Vanguard Charitable
  • Vedder Price
  • Venable
  • Wealth.com
  • Wealth Counsel
  • Wells Fargo
  • WestRock Appraisal Services
  • Whittier Trust
  • Willis Towers Watson
  • Willow Street
  • Wilmington Trust
  • Winston Artory Group
  • Withersworldwide
  • Yamada & Partners
P.O. Box 1381 Honolulu, Hawaii 96807 1-808-540-3931 [email protected]
FAQ Notify Me View cancellation and refund policy
  • Conference
    • Overview
    • Opening Ceremonies & Welcome
    • HTI Anywhere
    • Schedule of the Day
    • Social Gathering
    • Conference Facilities
    • Faculty
    • 2025 Conference - Hotel Information
    • Download Program
  • Virtual HTI/Live Stream
    • Overview
    • HTI Anywhere
    • Trailers
    • Catalogue of Virtual Sessions
    • Backstage Pass
    • Q/A From the Chat
    • Public Opinion Poll
    • Upcoming LiveStream
  • Trending Topics
    • Speaker Spotlights
    • Experience Hawaii
    • Peer Reviews
    • Ask Our Industry Experts
    • Commercials
  • About
    • Overview
    • Chaminade University of Honolulu
    • Background and History
    • Global Reach
    • Win-a-Free Registration
    • Single Day Registrations
    • Photo Collection
    • Sponsors
    • Become a Sponsor
    • Sponsor Registration
    • Faculty Application
    • Advisory Committees
    • Honorary Members
  • MyHTI
    • Login/Create Account
    • Continuing Education
    • CE Certificate Instructions- In-Person Program
    • Download Program Materials
    • HTI Mobile App
    • Purchase Conference Materials
    • Evaluations
  • HTI Store
  • United States
  • Register Now!
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