Hawaii Tax Institute 63rd Annual In-Person Conference

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.

Company Sale or IPO?: Tax and Planning Issues, Personal and Company 

This session will provide a comprehensive roadmap for founders, shareholders and wealth transfer advisors preparing for a liquidity event. Explore the bridges and the gaps between operational readiness and sophisticated tax-mitigation strategies. Included will be a discussion of qualified small business stock planning, gifting and entity restructuring, and a comparison of a company sale, initial public offering and strategic partnership. Going beyond the basics, this session will also address the practical considerations and steps involved in effectively monetizing a business, small or large.

For more information or to register, please visit the event page.