A complimentary educational seminar for legal, financial and estate planning advisors.
PLANNING FOR SUCCESS SEMINAR
Friday, October 2, 2026
Registration/Breakfast: 7:45—8:30 AM
Program: 8:30—12:00 PM
Location: The Hotel at Kirkwood Center | 7725 Kirkwood Blvd SW, Cedar Rapids, IA 52404
CLE: Application for 3 hours of CLE
Agenda:
- Tax Planning in Action: Lessons Learned from Real-World Client Scenarios
Case studies highlighting where tax strategies created opportunities, and where missed planning moments led to unintended consequences. | Presented by: RSM US LLP - Charitable Giving Strategies for Greater Impact
Opportunities to help clients plan for the future and maximize their philanthropy. | Presented by: Greater Cedar Rapids Community Foundation - Avoiding Trust & Estate Litigation: Lessons Learned from the Trustee’s Desk
Presented by: Nicolet National Bank - The State of Iowa Farmland: Market Insights and Outlook
Presented by: Hertz Farm Management - Gifting the Family Farm: Creating a Generational Philanthropic Legacy
Practical approaches to transitioning agricultural assets.
Presented by: The Community Foundation of Johnson County - Protecting Land and Legacy: Conservation Easements and Other Conservation Giving Opportunities
Exploring conservation-focused planning tools that can preserve family land, reduce taxes, and create lasting charitable impact. | Presented by: Simmons Perrine PLC
RSVP and QUESTIONS: Juli Gotto at jgotto@sp.law or 319.896.4096.
Thank you to our co-sponsors: Nicolet National Bank | RSM US | Greater Cedar Rapids Community Foundation | Community Foundation of Johnson County
Thank you to our guest-presenter: Hertz Farm Management