Hawaii Association of 
Public Accountants

Upcoming events

    • 6 Dec 2021
    • 7 Dec 2021
    • 2 sessions
    • Webinar
    • 28

    Speaker:  Douglas J. Van Der Aa, CPA, JD

    ( 8 hrs. CPE)

    Download registration form PDF for mail-in registration

    Download Course Materials

    Description:

     This course will address recent tax legislation, rulings and developments impacting business clients, including ARPA and late 2021 legislation; new regulations on reporting meals and entertainment expenses; partnership and S corporation update; depreciation update; and more! 

    Program Level: Intermediate

    Prerequisite: Basic working knowledge of business taxation

    Advanced Preparation: none

    Major Subjects:

    • Update on significant business tax developments related to cases and rulings 
    • Partnership and S corporation update
    • Depreciation update: Section 179 and 168(k)
    • New guidelines on reporting meals and travel expenses 
    • Integration of any 2020 tax legislation impacting 2021 returns 

    Learning Objectives:

    Upon completion of this course, you will be able to...

    • Implement practical strategies based on recent developments
    • Identify and recall key compliance issues
    • Identify and recall significant changes in tax forms

    Paperless Seminar: 

    Seminar materials will be available for download from  the HAPA website.   The password will be emailed to attendees. 

    Mail in Registration Deadline:

    10 days prior to the seminar date. Registrations received later will be on a space available basis. 

    Cancellation Policy:

    A cancellation after the early registration cut off date will be assessed a $50 administrative fee.  No refunds for cancellation within (3) days prior to the seminar date.  No exceptions. 

    Download registration form PDF for mail-in registration

    • 9 Dec 2021
    • 9:00 AM
    • 10 Dec 2021
    • 12:50 PM
    • Webinar
    • 31
    Register

    Speaker:  Steven C Dilley, CPA, JD, PhD

    ( 8 hrs. CPE)

    Download registration form PDF for mail-in registration

    Download Course Materials

    Description:

    Get updated on the most significant individual tax developments, cases and rulings, including the flow-through entities deduction, infrastructure legislation, PPP loan relief developments, 2021 individual tax for changes, 2022 tax rates and deductions, credit (earned income, child, dependent care, etc.) complexities, and capital gains and losses. 

    Program Level: Intermediate

    Prerequisite: Basic working knowledge of individual taxation

    Advanced Preparation: None

    Major Subjects:

    • Update on significant individual tax developments related to cases and rulings. 
    • Flow-through entities deduction 
    • Infrastructure legislation tax provisions 
    • PPP loan relief developments 
    • 2021 individual tax form changes 
    • 2022 tax rates and deductions 
    • Credit (earned income, child, dependent care, etc.) complexities 
    • Capital gains and losses 
    • Cases and rulings 

    Learning Objectives:

    Upon completion of this course, you will be able to...

    • Implement practical strategies based on recent developments 
    • Identify and recall key compliance issues 
    • Identify and recall significant changes in tax forms 

    Paperless Seminar: 

    Seminar materials will be available for download from  the HAPA website.   The password will be emailed to attendees. 

    Mail in Registration Deadline:

    10 days prior to the seminar date. Registrations received later will be on a space available basis. 

    Cancellation Policy:

    A cancellation after the early registration cut off date will be assessed a $50 administrative fee.  No refunds for cancellation within (3) days prior to the seminar date.  No exceptions. 

    Download registration form PDF for mail-in registration

    • 16 Dec 2021
    • 9:00 AM - 12:45 PM
    • Webinar
    • 76
    Register

    Tax Practice Ethics for Today's Accountant

    Speakers:  Chris Harper CPA & Steven C Dilley, CPA, JD, PhD

    ( 4 hrs. CPE)

    Download registration form PDF for mail-in registration

    Download Course Materials

    Description:

    This class will provide an update on current ethical issues impacting your practice, exploring practical consideration gleaned from the AICPA Code of Professional Conduct and addressing unique challenges facing practitioners with actual practice situations. 

    Program Level: Basic

    Field of Study: Regulatory Ethics

    Prerequisite: none

    Advanced Preparation: None

    Who should attend:

    CPAs in public practice seeking an update on the latest regulatory ethics rules and guidelines to integrate into their practice. 

    Program Content:

    Part I: Practical Insights Gleaned from the AICPA Code of Conduct (with Chris Harper) 

    • Evolution of relevant professional guidance
    • Independence provisions
    • Vernacular used in the AICPA Code of Professional Conduct
    • Conflicts of interest
    • Offering/accepting gifts or entertainment
    • Acts discreditable to the profession

    Part II: CPA Ethics in a Crisis World: Tales from the Front (with Steve Dilley) 

    • “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times.

    • Review of AICPA Code of Professional Conduct and IRS Circular 230 
    • Review of client tax return disclosure rules (Sec. 6103) 
    • Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections 

    Learning Objectives:

    Upon completion of this course, you will be able to...

    • Implement practical strategies based on recent developments 
    • Identify and recall key compliance issues 
    • Identify and recall significant changes in tax forms 

    Paperless Seminar: 

    Seminar materials will be available for download from  the HAPA website.   The password will be emailed to attendees. 

    Mail in Registration Deadline:

    10 days prior to the seminar date. Registrations received later will be on a space available basis. 

    Cancellation Policy:

    A cancellation after the early registration cut off date will be assessed a $50 administrative fee.  No refunds for cancellation within (3) days prior to the seminar date.  No exceptions. 

    Download registration form PDF for mail-in registration

    • 18 Dec 2021
    • 5:30 PM - 9:30 PM
    • The Fairmont Kea Lani Hotel, Wailea

    Mark your Calendar!

    Join us in celebrating the holiday season!
    Enjoy good food, live music, and prizes!

    Place: 

    Fairmont Kea Lani Hotel
    Date: 

    Saturday, December 18, 2021

    Time:
    5:45 p.m. cocktails  6:30 – 9:30 p.m. dinner, music, and prizes

    Cost:
    HAPA Members - $25.00
    Guests - $65.00
    Please bring a $15.00 grab bag gift per person.
    Donated prizes are welcome!

    Please RSVP by Wednesday, December 8, 2021

    Call (808) 242-4600, ext. "0" to RSVP

    and mail checks payable to "HAPA" to:

    c/o Niwao & Roberts, CPAs, A PC, 2145 Wells St., Ste. 402, Wailuku, HI 96793

    This year’s special HAPA Christmas
    buffet dinner will offer:

    Starters:

    • Kula Baby Greens, Tomato, Cucumber, Feta, Sun-Dried Cranberries and Lilikoʻi Dressing
    • Penne Pasta, Shrimp, and Spinach, in a Red Pepper Pesto
    • Broccoli Almond Salad with a Raspberry Vinaigrette
    • Hawaiʻian Ahi Poke, with Maui Onion, Ogo, Kukui Nut, Hawaiʻian Salt and Chili Pepper
    • Yakisoba Noodle, with Baby Bok Choy, Shiitake Mushrooms, Carrots, and Bean Sprouts
    • California Maki Sushi, Pickled Ginger, Wasabi and Soy Sauce

    Entrees:

    • Rosemary Roasted Turkey, with Giblet Gravy and Cranberry Relish
    • Roast Prime Rib of Beef Au Jus
    • Pan Seared Salmon in a Tomato Caper Butter
    • Whipped Yukon Gold Potatoes
    • Stir-Fried Upcountry Vegetables
    • Jasmine Rice

    Dessert:

    • Strawberry Short Cake
    • Macadamia Nut Cream
    • Chocolate Chantilly
    • Salted Caramel Cheesecake
    • Coffee and Tea

    Safeguards will be followed

    • Proof of full vaccination will be required
    • Face Coverings will be required except when actively eating or drinking

    Social distancing will be encouraged and tables and chairs will be spaced out accordingly

    Unfortunately, due to the extraordinarily high demand for hotel rooms, we are unable to offer you discounted (and reasonable) hotel room rates this year. (Note: the lowest priced hotel room currently is $1,325 plus resort fees and taxes for the night of the dinner event.)

    See you at the Christmas Party!!!

    • 4 Jan 2022
    • 5 Jan 2022
    • 2 sessions
    • Maui Beach Hotel, Kahului Maui

    Maui Professional Tax Institute – 2021 Individual Tax Updates -Live Seminar

    Including Consolidated Appropriations Act & American Rescue Plan Act

    Download registration form PDF for mail-in registration

    SPEAKERS:
    Randall R. Carlson, EA
    Paul C. Bumgarner, EA

    Frances J. Coet, CPA
    Ronald D. Powell, EA

    Recommended CPE 16 hours

    Approved provider for EA and RTRP requirements
    Field of Study – Taxes

    Topics:

    • New Developments
    • Small Business Issues
    • Schedule C, Business or Hobby?
    • Selected Trust Topics
    • Individual Tax Issue Practice
    • Transferring Interest in a Sole Proprietorship
    • Amended Return Topics
    • Selected Real Estate Topics
    • Ethics in a Tax Practice
    • Representing Clients Before the IRS
    • Financial Distress: What are the signs?

    Attendees will receive a copy of the Federal Tax Workbook and many additional conference materials. (Note: there is a limited supply of hard copy materials, and it will be distributed on a first-come, first-served basis based upon when registration is received.) There will also be access to online updated text and other tools you will find indispensable to your practice.

    Registration Deadline:

    10 days prior to the seminar date – December 23, 2021. Registration received later will be on a space available basis.

    Special Discount:

    First two participants at full price.
    Third or more at special discount price.
    Criteria: Participants must be from the same firm and be HAPA members.

    Cancellation Policy:

    Cancellation after the early registration cutoff date will be assessed a $50 administrative fee. No refunds for cancellation within (7) days prior to the seminar date. No exceptions.

    Covid Requirements:

    This event is subject to the respective Hotel’s Covid requirements.

    Download registration form PDF for mail-in registration

    MAIL YOUR CHECK PAYABLE TO HAPA, ALONG WITH YOUR REGISTRATION FORM TO:

    Marilyn M. Niwao, JD, CPA
    Niwao & Roberts, CPAs, A P.C.
    2145 Wells St., Ste. 402
    Wailuku, HI 96793

    Phone: 242-4600 Fax: 242-4607


    • 5 Jan 2022
    • 8:00 AM
    • 6 Jan 2022
    • 4:00 PM
    • Nani Mau Gardens, Hilo Hawaii

    Hilo Professional Tax Institute – 2021 Individual Tax Updates -Live Seminar

    Including Consolidated Appropriations Act & American Rescue Plan Act

    Download registration form PDF for mail-in registration

    SPEAKERS:
    Randall R. Carlson, EA
    Paul C. Bumgarner, EA

    Frances J. Coet, CPA
    Ronald D. Powell, EA

    Recommended CPE 16 hours

    Approved provider for EA and RTRP requirements
    Field of Study – Taxes

    Topics:

    • New Developments
    • Small Business Issues
    • Schedule C, Business or Hobby?
    • Selected Trust Topics
    • Individual Tax Issue Practice
    • Transferring Interest in a Sole Proprietorship
    • Amended Return Topics
    • Selected Real Estate Topics
    • Ethics in a Tax Practice
    • Representing Clients Before the IRS
    • Financial Distress: What are the signs?

    Attendees will receive a copy of the Federal Tax Workbook and many additional conference materials. (Note: there is a limited supply of hard copy materials, and it will be distributed on a first-come, first-served basis based upon when registration is received.) There will also be access to online updated text and other tools you will find indispensable to your practice.

    Registration Deadline:

    11 days prior to the seminar date – December 23, 2021. Registration received later will be on a space available basis.

    Special Discount:

    First two participants at full price.
    Third or more at special discount price.
    Criteria: Participants must be from the same firm and be HAPA members.

    Cancellation Policy:

    Cancellation after the early registration cutoff date will be assessed a $50 administrative fee. No refunds for cancellation within (7) days prior to the seminar date. No exceptions.

    Covid Requirements:

    This event is subject to the respective Hotel’s Covid requirements.

    Download registration form PDF for mail-in registration

    MAIL YOUR CHECK PAYABLE TO HAPA, ALONG WITH YOUR REGISTRATION FORM TO:

    Valerie Peralto, CPA
    Peralto & Co., CPAs, Inc.
    P.O. Box 763
    Hilo, HI 96721

    Phone: 961-3462 Fax: 961-3571


    • 6 Jan 2022
    • 7 Jan 2022
    • 2 sessions
    • Pagoda Hotel, Honolulu Hawaii
    • 100
    Register

    Oahu Professional Tax Institute – 2021 Individual Tax Updates -Live Seminar

    Including Consolidated Appropriations Act & American Rescue Plan Act

    Register online for Oahu only or:
    Download Registration Form PDF for mail-in registration

    SPEAKERS:
    Randall R. Carlson, EA
    Paul C. Bumgarner, EA
    Frances J. Coet, CPA
    Ronald D. Powell, EA

    Recommended CPE 16 hours

    Approved provider for EA and RTRP requirements
    Field of Study – Taxes



    Topics:

    • New Developments
    • Small Business Issues
    • Schedule C, Business or Hobby?
    • Selected Trust Topics
    • Individual Tax Issue Practice
    • Transferring Interest in a Sole Proprietorship
    • Amended Return Topics
    • Selected Real Estate Topics
    • Ethics in a Tax Practice
    • Representing Clients Before the IRS
    • Financial Distress: What are the signs?

    Paperless Seminar:

    Seminar materials will be available for download from the HAPA website after January 3, 2022. Password will be emailed to attendees.

    Included in Seminar Cost:

    Continental breakfast, lunch, refreshment breaks, WIFI access and 8 hour validated parking at the Pagoda Hotel parking structure on Kanunu Street next to Ross’.

    Registration Deadline:

    12 days prior to the seminar date – December 23, 2021. Registration received later will be on a space available basis.

    Special Discount:

    First two participants at full price.
    Third or more at special discount price.
    Criteria: Participants must be from the same firm and be HAPA members.

    Cancellation Policy:

    Cancellation after the early registration cutoff date will be assessed a $50 administrative fee. No refunds for cancellation within (7) days prior to the seminar date. No exceptions.

    Covid Requirements:

    Covid vaccination cards or negative test within the last 48 hours will be checked and temperature checks at the door. Anyone not passing these two check point tests will not be allowed to attend the seminar. No refunds will be given.


    MAIL YOUR CHECK PAYABLE TO HAPA, ALONG WITH YOUR REGISTRATION FORM TO:

    Eric Matsuda, CPA
    1481 S. King St., Ste. 540
    Honolulu, HI 96814

    Download Registration Form PDF for mail-in registration

    • 22 Jun 2022
    • 25 Jun 2022
    • Kauai


Hawaii Association of Public Accountants is a 501(c)6 non-profit organization. P.O. Box 61043, Honolulu HI 96839

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