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CONTINUING EDUCATION CREDITS
Up to 40 hours of continuing education Group-Live credits are available to attendees of the 4-days session.

 Forms for attestation of your attendance qualification will be available at the Institute.

Indicates ethics credit available
Indicates insurance credit available
Hawaii Tax Institute Foundation and Chaminade University of Honolulu are a recognized leader in professional continuing education and have been certified by the State of Hawaii Continuing Education Board as an Accredited Provider of continuing education in the State of Hawaii.  Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past institutes.  In the past, continuing education credit has also been available for other estate planning professionals, including financial planning, banking and insurance professionals.

 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN  37219-2417 or by visiting the web site: www.nasba.org.

 Accountants: Continuing Professional Education (CPE): This program meets the guidelines for Continuing Professional Education set by the Hawaii State Board of Accountancy, State of Hawaii Insurance Division, and the National Association of State Boards of Accountancy (NASBA).

 Indicates insurance credit available

 Insurance Agents: This program meets the guidelines for contuing education set by the State of Hawaii, Dept. of Consumer Affairs - Insurance Division, and the California Dept. of Insurance. The courses have been submitted and are pending approval. These courses can be applied for in other applicable states.

 Financial Planners: Certified Financial Planners (CFP): Chaminade University of Honolulu is a registered CFP Board CE Sponsor.

 Lawyers: Minimum Continuing Education (MCLE): Hawaii Tax Institute Foundation and Chaminade University of Honolulu are a State of California approved MCLE provider, certifies that this activity qualifies for MCLE credit.  Continuing legal education credit has been applied for in every state that has mandatory continuing legal education requirements and has been routinely granted for past institutes.

 Indicates ethics credit available

 Legal Specialization: Hawaii Tax Institute Foundation and Chaminade University of Honolulu, a State Bar of California approved Legal Specialization provider, certifies that this activity has been approved for Legal Specialization credit in Taxation law, Legal Specialization credit in Estate Planning, Trust and Probate law and Legal Specialization of Current Developments.

 Program Level: Overview
Prerequisites: None
Advanced Preparation: Not Required
Learning Objectives: Upon completion of the course, participants will be able to identify, analyze and resolve practical estate planning, administration and tax reporting issues.

 We urge you to contact our office in advance with questions regarding the availability of credit for a specific jurisdiction or profession, as we cannot guarantee that credit will be available in all cases.