We're sorry, the registration period for this event is over. If you would like more info about the event, or other events that Simmons Perrine Moyer Bergman PLC offers, please contact Juli Gotto at (319)-896-4096 or jgotto@spmblaw.com.

Upon completing this course, you will be able to:

  • Provide insight on where Iowa trust departments have been, where they are, and where they are going in the ever-changing tax landscape
  • Communicate innovative models of philanthropy that transcend traditional charitable giving
  • Discuss legal developments that impact philanthropic and estate planning for high net worth families, business owners, and farmers
  • Summarize how donor advised funds are a great tool to assist your clients with their charitable giving goals

Delivery Method: Group-Live
Program Level: Basic
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
CPE Credit: 3.5

Field of Study: Taxes, Specialized knowledge

For more information regarding refund, complaint and program cancellation policies, please contact the sender of this invitation.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors Website: www.nasbaregistry.org.