​​​​​​​​​​​​​​​​​​​​​​​Hawaii Chapter Education

2025 Hawaii Chapter Annual Conference

This event will offer the following education:

• AI in the Office
  Read More
  How to safely use AI in the work place. What can and cannot be entered into AI. How to use AI as a tool. Presented by Sam Erwin.
• IRS Updates
  Read More
  Get updates from the IRS on how they are dealing with staffing changes. We are also hoping they can speak on form changes for 2026 and how the IRS will deal with OBBBA under reduced staff. Presented by IRS agent from Steakholder Liaison.
• State of Hawaii Updates
  Read More
  Hear from the State of Hawaii about how they want tax pros to handle corresponding with DOT. Hear about updates the state is making. As well as learn department contacts at the State to speed up resolution. Presented by Bryon at State of Hawaii Tax Practitioner office.
• Payroll Updates
  Read More
  Changes to payroll with OBBBA. How to deal with 2025 and then how to deal with changes in 2026. How to stay ahead of clients asking about changes. Presented by Ken Nandi from ADP.
• Economic Changes expected with OBBBA
  Read More
  How will OBBBA and other changes at the federal level impact the US economy and how that will affect our clients. How will new taxes and tariffs change clients spending patterns. Keep tax pros updated with current economic topics. Presented by Howard Dicus.
• Trusts
  Read More
  How to setup a trust. How to on-board clients and file a trust tax return. Bring up common errors that are made on trust returns. Provide advice on who needs a trust and how they can best be structured. Presented by Kyle Shimoda.
• Practice Management and Pricing Structure
  Read More
  What we as pros should be doing to keep our tax practice flowing. How to structure pricing to keep clients informed and know what your time is worth. Identify areas where we may not be charging market rate. Understanding the different parts of tax representation and preparation and how to appropriately charge. We'll also cover data security requirements, client timing expectation, bookkeeping practice & policies. Presented by Lisa Wells & Sam Erwin.

Register Now!

Date & Time:

Location:

Fees:

Early pricing ends October 20, 2025.
Registration includes lunch. Print and electronic materials are also included. A link for the eletronic materials will be available at the event.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

Enrolled Agent Class

Your Hawaii chapter invites you to join our free enrolled agent course. Classes will start August 19, 2025, and will provide space to learn as well as a review/explanation of each chapter in the Gleim EA Review Course. Gleim materials should be purchased in advance if you want the question set. Join your chapter to create an environment where professionals can increase their knowledge and get the EA certification.
Reserve your spot with Sam by phone at 808-927-3898 or email by August 19, 2025!​

Dates​ & Time:

Location:

 Sessions will be held:

• Aug. 19 - EA Part 1: Chapters 1-3
• Aug. 26 - EA Part 1: Chapters 4-6
• Sept. 2 - EA Part 1: Chapters 7-9
• Sept. 9 - EA Part 1: Chapters 10-11
• Sept. 16 - EA Part 1: Chapters 12-14
• Sept. 23 - EA Part 2: Chapters 1-3
• Sept. 30 - EA Part 2: Chapters 4-6
• Oct. 7 - EA Part 2: Chapters 7-9
• Oct. 14 - EA Part 2: Chapters 10-12
• Oct. 21 EA Part 2: Chapters 13-15
• Oct. 28 - EA Part 2: Chapters 16-18
• Nov. 4 - EA Part 2: Chapters 19-20
• Nov. 11 - EA Part 2: Review
• Nov. 18 - EA Part 3: Chapters 1-3
• Nov. 25 - EA Part 3: Chapters 4-7
• Dec. 2 - EA Part 3: Review

 All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

Previous Events