Past Events
November 5, 2019 |
Iowa District Court Judge's Panel
Honorable Steven J. Andreason; Honorable Tod J. Deck; Honorable Patrick H. Tott |
October 23, 2019 |
Robert G. Alexander Webinar-Elder Law & Special Needs Planning
Bernard A. Krooks- J.D., CPA, LLM (in taxation), CELA®, AEP® (Distinguished), Founding Partner |
October 1, 2019 |
Avoiding the Unintentionally Defective Trust
Jay E. Harker, JD, SVP of Stifel Trust Company, N.A. |
September 3, 2019 |
Fiduciary Insurance for Plan Sponsors-passive or active?
R.L. “Dick” Billings, CPC, CEBS, RF, ERPA |
May 7, 2019 |
Succeeding In Business Markets: Business Continuation (Buy-Sell, Etc.)
Michael W. Halloran, CFP®, AEP® (Distinguished), ChFC®, CLU®, RICP® |
March 5, 2019 |
A Review of Tax Law and Recent Changes
Kristine Tidgren-Director, Center for Agricultural Law & Taxation, Adjunct Assistant Professor, Agricultural Education & Studies |
February 5, 2019 |
Investment Banking, Funding Sources and the “Cap Stack”
Mike Anderson, Managing Principal at Bridgepoint Investment Banking |
January 8, 2019 |
Late-Stage College Planning Strategies You Don't Know About But Should
Susan Westerholm, College Inside Track |
November 6, 2018 |
How to Avoid and What To Do if Audited by the IRS
Michael Gregory, NSA, MBA, ASA, CVA; Founder Michael Gregory Consulting LLC |
October 2, 2018 |
Effects of Legalized Marijuana on Estate Planning
Dr. Gerry W. Beyer- Governor Preston E. Smith Regents Professor of Law |
September 26, 2018 |
Siouxland Chamber Ribbon Cutting for SEPC
Informational and Networking: Meet members of the Siouxland Estate Planning Council |
September 4, 2018 |
Fair vs. Equal: Planning Techniques to Avoid Family Estate Litigation
Erin Herbold-Swalwell, J.D. |
May 1, 2018 |
Business Succession, Family Dynamics and Family Governance
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP® |
March 27, 2018 |
Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates
Kristine Tidgren, Director at Iowa State University’s Center for Agricultural Law and Taxation |
March 6, 2018 |
Times are Changing: A Review of Tax Reform Adopted in 2017 and other Tax Law Updates-RESCHEDULED
Kristine Tidgren, Director at Iowa State University’s Center for Agricultural Law and Taxation |
February 6, 2018 |
Gifting and Advanced Beneficiaries, Structuring the Qualified Accounts to fund Look through trusts. Updating the use of Life Insurance Trusts
Robert D. Hodges, Attorney BrownWinick P.L.C. |
January 9, 2018 |
New Iowa Uniform Fiduciary Access to Digital Assets Act
Joshua P. Weidemann, J.D. O'Connor & Thomas, P.C. of Dubuque, IA |
November 7, 2017 |
About Foreign Account Tax Compliance Act (FATCA) and Reporting
Beatrice Skyberg, CPA, AEP and Mike Criddle, CPA from Eide Bailly LLP |
October 3, 2017 |
ESOPs: Trends and Opportunities
Dan Zugell, CLU, ChFC, LUTCF-Senior VP of Business Transition Advisors (BTA) |
September 5, 2017 |
7 Actionable Social Media Tips For Your Business
Beth Trejo, President and Founder of Chatterkick |
May 2, 2017 |
Innovations in the Charity/Advisor Partnership: The Compelling Social Capital Connection
Doug Olson, CFRE, FCEP with Thompson & Associates |
April 27, 2017 |
SEPC Celebration and Member Recruiting Social
An opportunity for potential members to learn more |
March 7, 2017 |
Estate Planning and Client/Family Meetings
Lindsey Buchheit, Buchheit Law, PLC |
February 7, 2017 |
Times are Changing: A Review of Tax Reform Proposals and Recent Tax Law Updates
Kristine Tidgren, Assistant Director at Iowa State University’s Center for Agricultural Law and Taxation |
January 10, 2017 |
Planning for Digital Assets
Professor Gerry W. Beyer |
November 1, 2016 |
Bridging the Gap: What Clients Need to Know About Their Estate Plans But Don’t
Rick Holman, JD, CFP®, CLU® Vice President and Senior Estate Planner with Robert W. Baird & Co. |
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
Charles (Skip) D. Fox IV |
September 6, 2016 |
Leave a Message Siouxland
Heather Hennings, United Way of Siouxland; Erin Webber-Dreeszen, Sioux City Art Center; Linda Santi, Siouxland Center for Active Generations |
April 19, 2016 |
Coming to Our Senses on Social Security
Jon Smith |
March 23, 2016 |
Ten Things Your Clients are Most Confused About With Estate Planning
Ronald Cepikoff |
February 23, 2016 |
Elder Abuse: Red Flags Professionals Should Watch For to Protect Clients
Aubury M. Krueger |
January 20, 2016 |
Power of Attorney Updates for SD, IA NE and Federal
Melissa Grant and Breandan Donahue |
November 17, 2015 |
Tax Exempt Organizations:Obtaining Tax Exempt Status
Kent Vriezelaar |
October 27, 2015 |
Recent Developments In Estate Planning
Charles (Skip) D. Fox |
September 22, 2015 |
Farm and Small Business Succession Planning and Estate Equalization Concerns
Thom Peterson |
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