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Cedar Rapids Planning for Success: Charitable Gift Seminar

Thursday, November 30, 2017 from 8:15 AM to 12:00 PM (CST)

Cedar Rapids Planning for Success: Charitable Gift...

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RSVP Nov 30, 2017 Free  

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Complimentary seminar for attorneys, CPAs, financial planners, 
trust officers and donors.

Join us for breakfast as we bring together industry professionals and donors to collaborate and learn about recent developments and successful planning strategies. The agenda is packed with engaging presenters with insightful information on charitable planning ideas, relevant law changes, available tax credits and real donor success stories.

Thursday, November 30, 2017

Networking Breakfast: 7:30 - 8:15 AM, Program 8:15 AM – 12:00 PM

Elmcrest Country Club, 1 Zach Johnson Drive NE, Cedar Rapids, IA 52401

Application has made for 3 hours of continuing education credit.




Presenters:

Anna Moyers Stone, MidWestOne Bank

Paul Morf, Simmons Perrine Moyer Bergman PLC

Carley Umstead, RSM US LLP

Katie Buresh, RSM US LLP

Kari McCann Boutell, Iowa Council of Foundations

Susan Willey, Greater Cedar Rapids Community Foundation




Learning Objectives:
 By the end of this course, participants will be able to understand recent developments, successful planning strategies, relevant law changes and available tax credits.

Delivery Method: Group Live | Program Level: Basic | Prerequisites: No prerequisites required | Advanced Preparation: No advanced preparation required | CPE Credit: Up to three hours | Field of Study: Tax, Specialized knowledge – technical 

CPE Credit Available: RSM US LLP is pleased to offer up to three CPE credits for attending this event. To qualify, you must sign in at the registration desk. CPE certificates for eligible participants will be sent to their registered email address within 60 days. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors Website: www.nasbaregistry.org.

Have questions about Cedar Rapids Planning for Success: Charitable Gift Seminar? Contact the organizer

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When & Where


Elmcrest Country Club
1 Zach Johnson Drive NE
Cedar Rapids, IA 52402

Thursday, November 30, 2017 from 8:15 AM to 12:00 PM (CST)


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