Mahalo
Honolulu, HI

HAWAII TAX INSTITUTE FOUNDATION

EIN 20-8909929
Mission

To advance education and serve charitable purposes by organizing the Hawaii Tax Institute and related programs that foster and improve continuing education for accountants, attorneys, fiduciaries, financial advisors, and other tax and wealth-transfer professionals.

IRS-recognized 501(c)(3) public charity Contributions are tax-deductible

About HAWAII TAX INSTITUTE FOUNDATION

Hawaii Tax Institute Foundation is a Honolulu-based 501(c)(3) nonprofit that organizes the multi-day Hawaii Tax Institute conference, a national forum for tax and wealth-transfer education serving attorneys, CPAs, financial planners, trust officers and allied professionals. The Foundation’s primary activity is delivering high-quality continuing-education programming, networking opportunities, and specialty tracks for practitioners. The Foundation maintains both in-person and virtual delivery (HTI Anywhere) and a mobile app to broaden access, and it runs regional alliance tracks (Japan‑U.S., China‑U.S., Korea‑U.S.) in partnership with academic and professional organizations. In recent years the Foundation has continued regular annual Institutes (the 61st Institute was held November 3–6, 2024; the 62nd was held in November 2025) and has expanded virtual options and international programming to increase reach and CE availability.

Notable achievements

Longstanding annual institute

Operates the Hawaii Tax Institute for multiple decades; the organization ran its 61st Institute in November 2024 and continued with the 62nd Institute in November 2025, establishing a consistent national forum for tax and wealth-transfer education.

Expanded virtual access (HTI Anywhere)

Added and expanded a live-stream/virtual participation option and a mobile app to make plenary sessions and program materials available remotely, increasing accessibility for out‑of‑state and international participants and supporting continuing education delivery.

International alliance tracks

Developed and sustained Japan‑U.S., China‑U.S., and Korea‑U.S. alliance programs that provide language‑specific and regionally focused sessions, broadening the Institute’s international participation and subject-matter reach.

At a glance

Total assets
$467K
Annual revenue
$834K
Tax status
501(c)(3)Public charity
EIN
20-8909929
Location
Honolulu, HI
On Mahalo since
May 2026

Financial figures from the IRS Business Master File, the IRS’s registry of tax-exempt organizations.

Recognition

Co-sponsorship and academic partnership with Chaminade University of Honolulu, reflecting institutional support and collaboration for program delivery.
Programs accredited to deliver continuing education credits (professional CE hours available for attendees; virtual offerings list up to 19 hours), making the Institute a relevant source of licensed‑professional education.
Consistently attracts major industry sponsors and a large roster of nationally and internationally recognized faculty and speakers, demonstrating strong endorsement from the tax, trust, and wealth‑management communities.

Is this your organization?

Claim this page to keep it current — add your logo, publish campaigns, and reach the donors and advisors discovering you on Mahalo.

Claim this page