Fall 2025 Tax Update & Planning Strategies

Date: Tuesday, October 14, 2025
Time: 11:30 a.m. – 1:00 p.m.
Lunch served at 11:30 a.m., presentation begins at noon
Location: Community Foundation of Northeast Iowa, 3117 Greenhill Circle, Cedar Falls, IA 50613
Format: In-person and virtual options available

Event Overview

The Community Foundation of Northeast Iowa invites you to the next session in our Professional Advisor Charitable Education Series. This program is designed to provide timely and practical insights for attorneys, CPAs, financial advisors, and other professionals who want to stay informed on tax legislation and charitable planning strategies.

What You’ll Learn

This session, Fall 2025 Tax Update & Planning Strategies, will cover:

• Key provisions of the One Big Beautiful Bill Act impacting businesses, nonprofits, and individuals
• Recent IRS guidance on charitable donations and strategies to maximize giving benefits
• Top year-end planning moves for businesses and individuals

Continuing Education credits are available for this event, including CFP®, CLE, and Iowa Insurance.

Featured Speaker

Bill Nolte, CPA, ABV, MAcc
Tax Partner, Creative Planning Business Services

Bill Nolte brings decades of experience advising business owners, nonprofits, and individuals on complex tax and financial planning issues. His expertise in charitable giving strategies and proactive tax planning helps professional advisors strengthen client relationships and uncover new opportunities for impact.

Who Should Attend

This program is designed for:

• Attorneys
• CPAs
• Financial Advisors
• Other professionals advising clients on tax and charitable giving