Advanced Estate Planning Conference

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September 4, 2025

Join us for the Advanced Estate Planning Conference for Attorneys, Financial Planners, Insurance, Tax & Other Professionals.


Thursday, September 4 from 8 am – 4:30 pm at the Terrace View Event Center in Sioux Center, IA.

This conference will focus on current advanced planning techniques that are important for supporting and growing your clients’ estate plans and portfolios.


GUEST SPEAKERS


Clinton J. Bentz  | Adjunct Instructor at Cannon Financial Institute

Clint Bentz is a seasoned CPA and nationally recognized expert in estate and succession planning for family-owned businesses, farms, and timberlands. After a 30-year career at a top Oregon CPA firm, he founded Clint Bentz Consulting LLC, where he continues to educate and advise on legacy planning, taxation, and philanthropy. Clint has shaped forestry policy, authored award-winning curricula, and leads his family’s 700-acre Blue Den Ranch in Oregon. Click HERE to view Clinton Bentz bio.



Seth Van Gorp | CPA at Kroese & Kroese, PC

Seth is a CPA and shareholder with Kroese & Kroese, PC, a local CPA firm in Sioux Center, Iowa. Seth grew up in Sioux Center and earned his Bachlor of Business Administration (BBA, Accounting) and Master of Accountancy (MAc, emphasis in tax) from The University of Iowa. He began his career working for a local CPA firm in Sioux City in 2008 before moving back to Sioux Center and joining Kroese & Kroese in 2016. Seth specializes in tax planning, consulting, and preparation services, as well as IRS representation, for individuals and business and has experience with a wide variety of industries. He is a member of the American Institute of CPAs, Iowa Society of CPAs, and serves as a co-chair of the Iowa Society taxation committee.


TOPICS | Click HERE to view the full day agenda


  • Beneficiary Designations
  • Business Succession Planning
  • How to Manage Risk
  • Advanced Planning Techniques
  • Ethics
  • Tax Update


COST

$149 per person  (fee includes meeting materials & catered Hy-Vee meal)


REGISTER


Don’t miss this great opportunity to earn continuing education credits by attending this event!