Professional Advisor Charitable Education Series: Fall 2025 Tax Update & Planning Strategies
Schedule
Tue Oct 14 2025 at 11:30 am to 01:00 pm
UTC-05:00Location
3117 Greenhill Cir, Cedar Falls, IA, United States, Iowa 50613 | Cedar Falls, IA
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📅 Date: Tuesday, October 14, 2025🕒 Time: 11:30 a.m. – 1:00 p.m. (Lunch at 11:30, presentation begins at noon)
📍 Location: Community Foundation of Northeast Iowa, 3117 Greenhill Circle, Cedar Falls, IA 50613
💻 Format: In-person and virtual options available
Join the Community Foundation of Northeast Iowa for our next session in the Professional Advisor Charitable Education Series.
This event is designed for attorneys, CPAs, financial advisors, and other professionals who want to stay up to date on the latest tax legislation and charitable planning strategies.
What You’ll Learn
✅ 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
Featured Speaker
Bill Nolte, CPA, ABV, MAcc
Tax Partner, Creative Planning Business Services
Bill brings decades of experience in tax and financial planning, with expertise in charitable giving strategies and proactive planning to help advisors strengthen client relationships.
👉 Don’t miss this opportunity to gain timely insights to better serve your clients! https://www.cfneia.org/about-us/events/professional-advisor-charitable-education-series-2/
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Where is it happening?
3117 Greenhill Cir, Cedar Falls, IA, United States, Iowa 50613Event Location & Nearby Stays:
