Planning for Success: 2025 Professional Advisor Seminar
join us for an seminar for legal, financial, and estate planning advisors.
Wednesday, September 24, 2025
The Hotel at Kirkwood Center
7725 Kirkwood Blvd SW, Cedar Rapids, IA 52404
Registration/Breakfast: 7:45—8:30 AM
Program: 8:30—11:30 AM
PROGRAM:
- 2025 Tax Update: Ways the One Beautiful Bill Will Affect Iowans
Presented by: RSM US LLP - Endow Iowa Preserved: What Advocates Achieved—and What Changes Lie Ahead in 2026
Presented by: The Greater Cedar Rapids Community Foundation - Estate Planning Signed, But Not Sealed: Why the Journey Doesn’t End with the Documents
Presented by: MidWestOne Bank - Tax Changes That Will Soon Impact your Charitable Giving Deductions
Presented by: The Community Foundation of Johnson County - The Rise of AI in Advisory Practice: Innovation Meets Ethics in Tax and Law
Presented by: 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.
Presenting Sponsors:
Community Foundation of Johnson County
Greater Cedar Rapids Community Foundation
MidWestOne Bank
RSM US LLP
Simmons Perrine Moyer Bergman PLC
For questions relating to this event, contact Juli Gotto at jgotto@spmblaw.com or (319) 896-4096.
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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.