Past Events

May 7, 2019 Succeeding In Business Markets: Business Continuation (Buy-Sell, Etc.)
March 5, 2019 A Review of Tax Law and Recent Changes
February 5, 2019 Investment Banking, Funding Sources and the “Cap Stack”
January 8, 2019 Late-Stage College Planning Strategies You Don't Know About But Should
November 6, 2018 How to Avoid and What To Do if Audited by the IRS
October 2, 2018 Effects of Legalized Marijuana on Estate Planning
September 26, 2018 Siouxland Chamber Ribbon Cutting for SEPC
September 4, 2018 Fair vs. Equal: Planning Techniques to Avoid Family Estate Litigation
May 1, 2018 Business Succession, Family Dynamics and Family Governance
March 27, 2018 Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates
March 6, 2018 Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates-RESCHEDULED
February 6, 2018 Gifting and Advanced Beneficiaries, Structuring the Qualified Accounts to fund Look through trusts. Updating the use of Life Insurance Trusts
January 9, 2018 New Iowa Uniform Fiduciary Access to Digital Assets Act
November 7, 2017 About Foreign Account Tax Compliance Act (FATCA) and Reporting
October 3, 2017 ESOPs: Trends and Opportunities
September 5, 2017 7 Actionable Social Media Tips For Your Business
May 2, 2017 Innovations in the Charity/Advisor Partnership: The Compelling Social Capital Connection
April 27, 2017 SEPC Celebration and Member Recruiting Social
March 7, 2017 Estate Planning and Client/Family Meetings
February 7, 2017 Times are Changing: A Review of Tax Reform Proposals and Recent Tax Law Updates
January 10, 2017 Planning for Digital Assets
November 1, 2016 Bridging the Gap: What Clients Need to Know About Their Estate Plans But Don’t
October 25, 2016 Recent Developments in Estate Planning for Professionals, Top 10 Issues in Fiduciary Income Tax and Avoiding Fiduciary Litigation and the Ethical Problems that May Arise
September 6, 2016 Leave a Message Siouxland
April 19, 2016 Coming to Our Senses on Social Security
March 23, 2016 Ten Things Your Clients are Most Confused About With Estate Planning
February 23, 2016 Elder Abuse: Red Flags Professionals Should Watch For to Protect Clients
January 20, 2016 Power of Attorney Updates for SD, IA NE and Federal
November 17, 2015 Tax Exempt Organizations:Obtaining Tax Exempt Status
October 27, 2015 Recent Developments In Estate Planning
September 22, 2015 Farm and Small Business Succession Planning and Estate Equalization Concerns
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