Planning for Success: 2024 Professional Advisor Seminar
JOIN US FOR A COMPLIMENTARY EDUCATIONAL SEMINAR FOR LEGAL, FINANCIAL, 
INSURANCE, AND ESTATE PLANNING ADVISORS!
Thursday, September 26, 2024
Registration & Breakfast: 7:45—8:30 AM
Program: 8:30—11:30 AM
The Hotel at Kirkwood Center | 7725 Kirkwood Blvd SW, Cedar Rapids, IA 52404 (Directions)
Feel free to forward this invitation to applicable professionals.
PROGRAM:
- 2024 Tax Update
Presented by: RSM US LLP - Updates on Legislation Impacting Charitable Giving
Presented by: The Greater Cedar Rapids Community Foundation - How the Next Great Transfer of Wealth Opportunity Can Benefit Your Clients and the Causes They Care About
Presented by: The Community Foundation of Johnson County - Considerations When Including Farms or Other Real Estate in Trusts
Presented by: MidWestOne Bank - Corporate Transparency Act (CTA) and Revised Uniform Limited Liability Company Act (RULLCA)
Presented by: Simmons Perrine Moyer Bergman PLC
Presenting Sponsors:
RSM US LLP
The Greater Cedar Rapids Community Foundation
The Community Foundation of Johnson County
MidWestOne Bank
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.
For questions, contact Juli Gotto, Marketing Director, Simmons Perrine Moyer Bergman PLC 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.