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Advanced Estate Planning Conference

September 5, 2024 @ 8:00am-4:30pm

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

Thursday, September 5 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.

TOPICS

  • Issues in managing agricultural operations inside of trusts
  • Distributions of capital gains from trusts
  • Succession planning ideas for ag producers
  • Tax update including review of 2023 changes for Iowa taxpayers
  • Clint will build some charitable giving ideas into the succession planning discussion

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!

 

Details

Date:
September 5, 2024
Time:
8:00am-4:30pm

Venue

Terrace View Event Center, Sioux Center, IA
230 St Andrews Way
Sioux Center, IA 51250 United States
+ Google Map

Advanced Estate Planning Conference

Loading Events

« All Events

Advanced Estate Planning Conference

September 5, 2024 @ 8:00am-4:30pm

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

Thursday, September 5 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.

TOPICS

  • Issues in managing agricultural operations inside of trusts
  • Distributions of capital gains from trusts
  • Succession planning ideas for ag producers
  • Tax update including review of 2023 changes for Iowa taxpayers
  • Clint will build some charitable giving ideas into the succession planning discussion

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!

 

Details

Date:
September 5, 2024
Time:
8:00am-4:30pm

Venue

Terrace View Event Center, Sioux Center, IA
230 St Andrews Way
Sioux Center, IA 51250 United States
+ Google Map
Loading Events

« All Events

Advanced Estate Planning Conference

September 5, 2024 @ 8:00am-4:30pm

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

Thursday, September 5 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.

TOPICS

  • Issues in managing agricultural operations inside of trusts
  • Distributions of capital gains from trusts
  • Succession planning ideas for ag producers
  • Tax update including review of 2023 changes for Iowa taxpayers
  • Clint will build some charitable giving ideas into the succession planning discussion

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!

 

Details

Date:
September 5, 2024
Time:
8:00am-4:30pm

Venue

Terrace View Event Center, Sioux Center, IA
230 St Andrews Way
Sioux Center, IA 51250 United States
+ Google Map
Loading Events

« All Events

Advanced Estate Planning Conference

September 5, 2024 @ 8:00am-4:30pm

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

Thursday, September 5 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.

TOPICS

  • Issues in managing agricultural operations inside of trusts
  • Distributions of capital gains from trusts
  • Succession planning ideas for ag producers
  • Tax update including review of 2023 changes for Iowa taxpayers
  • Clint will build some charitable giving ideas into the succession planning discussion

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!

 

Details

Date:
September 5, 2024
Time:
8:00am-4:30pm

Venue

Terrace View Event Center, Sioux Center, IA
230 St Andrews Way
Sioux Center, IA 51250 United States
+ Google Map
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