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Estate, Tax, and Business Planning Considerations for Farm Clients: Where Are We Now?

August 6, 2025

Estate, Tax, and Business Planning Considerations for Farm Clients: Where Are We Now?

As a professional advisor, you help individuals, families, and business owners navigate complex planning decisions. At the Community Foundation of Northeast Iowa (CFNEIA), we value your expertise. Our role is to support you in making even more possible through charitable strategies, trusted resources, and deep community knowledge.

That’s why we’re bringing together advisors from across our region for this shared learning opportunity with a leading national expert.

Workshop Overview

Presented by Kristine Tidgren, Director of the Center for Agricultural Law and Taxation at Iowa State University

As federal estate, tax, and business planning policies continue to evolve, staying ahead of legislative changes is essential.

In this session, Kristine will:

  • Provide critical updates on current and proposed federal legislation
  • Break down what these changes mean for your clients
  • Offer actionable strategies to help you guide clients through complex planning decisions

Whether your clients are farm families, ag businesses, or individuals and families thinking about legacy giving, this workshop will provide valuable insights and actionable takeaways.

Event Details

  • August 6, 2025
  • Historic Surf Ballroom (Surf Music Experience Center, Palms Ballroom, 468 N Shore Dr. Clear Lake, IA 50428)

Event Timeline:

  • 3:30 – 4:00 p.m. | Check-in
  • 4:00 – 5:00 p.m. | Workshop with Kristine Tidgren
  • 5:00 – 5:20 p.m. | Supporting You: CFNEIA Resources for Professional Advisors
  • 5:20 – 6:30 p.m. | Networking & Refreshments on the Patio

Why Attend?

  • Gain insights from a national expert in ag law and tax
  • Strengthen your planning strategies for clients
  • A fun way to earn continuing education credits
  • Learn how CFNEIA can support your work with charitable clients
  • Connect with peers and enjoy a one-of-a-kind venue

Register to Attend
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