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:
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
Event Timeline:
Why Attend?