You’re invited to join fellow legal, financial, and estate planning professionals for a morning of practical insights, timely strategies, and conversation around helping clients plan for the future.
Planning for Success: Protecting Land, Legacy and Impact
This complimentary educational seminar will bring together professionals from across the region to explore tax planning, charitable giving, estate and trust considerations, farmland trends, and strategies for preserving land and creating a lasting legacy.
Friday, October 2, 2026
The Hotel at Kirkwood Center
7725 Kirkwood Blvd SW, Cedar Rapids
Registration & Breakfast: 7:45–8:30 AM
Program: 8:30 AM–12:00 PM
Topics Include
Tax Planning in Action: Lessons Learned from Real-World Client Scenarios
Explore real-world case studies illustrating where thoughtful tax planning created opportunities—and where missed planning moments led to unintended consequences.
Presented by RSM US LLP
Charitable Giving Strategies for Greater Impact
Explore opportunities to help clients plan for the future while maximizing the impact of their philanthropy.
Presented by the Greater Cedar Rapids Community Foundation
Avoiding Trust & Estate Litigation: Lessons Learned from the Trustee’s Desk
Practical considerations and lessons for navigating trusts and estates.
Presented by Nicolet National Bank
The State of Iowa Farmland: Market Insights and Outlook
A timely look at Iowa farmland and the trends shaping today’s market.
Presented by Hertz Farm Management
Gifting the Family Farm: Creating a Generational Philanthropic Legacy
Practical approaches to transitioning agricultural assets while helping families create meaningful philanthropic legacies.
Presented by the Community Foundation of Johnson County
Protecting Land and Legacy: Conservation Easements and Other Conservation Giving Opportunities
Explore conservation-focused planning tools that can help preserve family land, reduce taxes, and create lasting charitable impact.
Presented by Simmons Perrine PLC
CLE: Application has been made for 3 hours of CLE credit.
There is no cost to attend. We hope you’ll join us for an informative morning designed to provide practical ideas and resources you can bring back to your work with clients.