Planning for Success: 2023 Tax Updates, Implications and Strategies for Estate Planning
Join us for a complimentary education seminar for
legal, financial and estate planning advisors.
Friday, March 31, 2023
Radisson Hotel and Conference Center
1220 1st Ave., Coralville, IA 52241
Networking Breakfast 7:45 - 8:30 AM
Program 8:30 - 11:30 AM
“TCJA Provisions (phase-ins/phase-outs) and 2023 Tax Update”
Alec Kestel and Garrett Lappin, RSM US LLP
"Changes to the Endow Iowa Tax Credit Program"
Laura Booth, Greater Cedar Rapids Community Foundation
"Charitable Giving Through Business Succession"
Shelly Maharry, Community Foundation of Johnson County
"Rising Interest Rates See-Saw Effect on Wealth Transfer Strategies"
Duane Richardson, MidWestOne Bank
"Addressing the Unique Estate Planning Challenges Faced by Iowa Farm Families"
Travis Schroeder, Simmons Perrine Moyer Bergman PLC
Application has been made for 3 hours of CLE credit. Certificates of attendance will be provided to apply for other continuing education credits as applicable.
Community Foundation of Johnson County
Greater Cedar Rapids Community Foundation
RSM US LLP
Simmons Perrine Moyer Bergman PLC
For questions relating to this event, contact Juli Gotto at firstname.lastname@example.org or (319) 896-4096.
Disclaimer: This seminar is intended for general information purposes only and is not intended, nor should it be construed or relied on, as legal advice. Please consult your attorney if specific legal information is desired.