KJMLAW Partners, PLC Partner Kevin J. Moore will join a panel of tax and estate planning practitioners at the 63rd Annual Hawaii Tax Institute in Honolulu on November 17, 2026, discussing integrated planning strategies for individuals and families with concentrated wealth.

Moore returns to the Hawaii Tax Institute (HTI) as a panelist for the 2026 conference, joining Joshua Driskell, Managing Partner at Lagerlof, and Michael Feispor, Tax Principal/Partner at EY.

The panel will examine how income tax planning, trust and estate planning, state tax considerations, valuation, and liquidity considerations can intersect when clients hold significant or concentrated assets, including founder stock, appreciated real estate, and closely held business interests.

Conference Details

• Event: Hawaii Tax Institute — 63rd Annual In-Person Conference
• Dates: November 15–19, 2026
• Kevin’s Session: Tuesday, November 17 | 1:30–2:30 p.m. (HST)
• Location: Honolulu, Hawaii

The Integrated Planning Playbook: Income Tax, Trusts, and Estate Planning for Concentrated Wealth

Clients with significant or concentrated wealth often face planning decisions that span multiple areas of tax and estate planning. Founder stock, appreciated real estate, closely held businesses, and other substantial assets can raise simultaneous questions involving income taxes, trusts, estate planning, valuation, liquidity, and state tax considerations.

During the session, Moore and his fellow panelists will discuss how these considerations can be evaluated together as part of a coordinated planning strategy.

Topics will include:

Income tax planning for concentrated wealth, including tax-loss harvesting, variable prepaid forwards, installment-sale planning, charitable strategies, and entity structuring

• Trust and estate planning strategies designed to work alongside income tax considerations
• State tax considerations that may affect structuring and wealth-transfer decisions
• Valuation-sensitive planning techniques for closely held businesses and appreciated assets
• Liquidity and flexibility considerations for individuals and families holding concentrated or illiquid assets

A central theme of the discussion is the importance of planning with flexibility in mind. For clients with substantial or concentrated assets, tax, estate, valuation, and liquidity decisions can be interconnected, particularly when market conditions or other circumstances change.

Kevin J. Moore’s Tax and Estate Planning Practice

Kevin J. Moore is a Partner at KJMLAW Partners, PLC, where he advises individuals, families, and closely held businesses on sophisticated tax, estate planning, and wealth-transfer matters.

His work includes planning involving complex assets, closely held business interests, trusts, and other circumstances in which tax and estate planning considerations need to be evaluated together. His participation in national professional programs such as the Hawaii Tax Institute reflects his ongoing engagement with developments and strategies in the tax and wealth-planning fields.

Bringing National Perspectives to KJMLAW’s Clients

KJMLAW Partners’ approach to tax and estate planning recognizes that significant planning decisions rarely fit neatly within a single area of law. Individuals, families, entrepreneurs, and closely held business owners may need to consider income tax, estate and gift tax, trust planning, valuation, business interests, real estate, and liquidity as part of the same overall planning conversation.

Moore’s participation in the Hawaii Tax Institute provides an opportunity to engage with practitioners from across the country on emerging issues and sophisticated planning strategies. He brings those perspectives back to his work with KJMLAW Partners’ clients, helping inform the firm’s approach to complex tax, trust, estate, and wealth-transfer planning.

Frequently Asked Questions

Who is speaking at the 2026 Hawaii Tax Institute?

KJMLAW Partner Kevin J. Moore will participate as a panelist at the 63rd Annual Hawaii Tax Institute, alongside Joshua Driskell of Lagerlof and Michael Feispor of EY.

When is Kevin J. Moore speaking at the Hawaii Tax Institute?

Moore’s panel is scheduled for Tuesday, November 17, 2026, from 1:30 to 2:30 p.m. during the 63rd Annual Hawaii Tax Institute.

What will Kevin Moore discuss at the Hawaii Tax Institute?

Moore will participate in a discussion of integrated planning for concentrated wealth, including income tax planning, trusts, estate planning, state tax considerations, valuation, liquidity, and planning involving closely held businesses and appreciated assets.

What is integrated tax and estate planning?

Integrated tax and estate planning considers the interaction among income tax, estate and gift tax, trust planning, asset ownership, valuation, liquidity, and other factors rather than evaluating each issue independently.

Who may benefit from integrated tax and estate planning?

Individuals, families, entrepreneurs, and closely held business owners with significant or concentrated assets may encounter tax, estate planning, valuation, business succession, and liquidity considerations that need to be evaluated together.

How does KJMLAW Partners approach complex tax and estate planning?

KJMLAW Partners works with individuals, families, and closely held businesses on tax, estate planning, trusts, and wealth-transfer matters, taking into account the ways these issues can intersect when clients are planning around significant or complex assets.

Contact KJMLAW Partners.