Annual Institutes

2017

  • Three hours from nationally renowned speaker Stephanie Loomis-Price covering the creation and maintenance of family limited partnerships, recent developments related to privileges applicable to estate planning, the art of preparing defensible appraisals for tax returns.
  • Two hours from nationally renowned speaker Larry Brody covering the top 30 life insurance planning mistakes made by estate planners
  • A review of current developments in income, estate and gift taxes
  • A presentation by nationally-known speakers regarding the structuring of family offices, including the purposes, roles and responsibilities of a family office as well as the governance of a family office
  • By popular demand, a lengthened presentation on current tax issues and planning opportunities for farmers
  • Nebraska and Iowa state tax and economic development
  • Two hours of practical and informative ethics

Download the 2017 Institute Brochure

2016

  • Three hours of newly proposed regulations on valuation discounts, structuring buy-sell agreements and estate tax planning techniques with the nation’s premier authority
  • A review of current developments in income, estate and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including partnership planning and business and tax matters related to digital currency
  • Washington update
  • Nebraska and Iowa state tax and economic development
  • Two hours of ethics

Download the 2016 Institute Brochure

2015

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including partnership planning, traps with like-kind exchanges, pre- and post-marital planning, and fiduciary income taxes
  • Washington update
  • Nebraska and Iowa state tax and economic development
  • Three hours of retirement benefits planning with the nation’s premier authority
  • Two hours of Ethics

Download the 2015 Institute Brochure

2014

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including bankruptcy-related tax planning, trustee responsibilities, exempt organization planning, and farm tax
  • Washington update
  • Nebraska and Iowa state tax and economic development
  • Thursday afternoon breakouts on three distinct topics:  Advanced Bankruptcy Tax Planning Concepts, Tangible Property Regulations Update, and Using Life Insurance as a Supplemental Retirement Vehicle
  • Two hours of Ethics

Download the 2014 Institute Brochure

2013

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including Healthcare Reform Update, Farm Tax, Tax Controversies, and Taxation of Life Insurance
  • Some of the Best Planning Ideas in the 2013 Tax Environment
  • Washington update
  • Nebraska and Iowa State tax and economic development
  • Thursday afternoon breakouts on three distinct topics: Structuring and Due Diligence Consideration in M&A, more in-depth regarding Planning Ideas, and What’s Hot in Life Insurance
  • Two hours of Ethics

Download the 2013 Institute Brochure

2012

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including Tangible Property Regulations, Business Succession Planning, Portability, and Tax Controversy
  • Washington updates
  • Nebraska and Iowa State tax and economic development
  • Thursday afternoon breakouts on three distinct topics: 1031 Like Kind Exchanges, Federal Tax Credits and Incentives, and Agricultural Land Valuation and Economic Update
  • Two hours of Ethics

Download the 2012 Institute Brochure

2011

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including retirement benefits, partnership taxation, compensation and benefits issues, and disclaimers for federal estate tax purposes
  • Washington updates
  • Nebraska and Iowa State tax and economic development
  • Thursday afternoon breakouts on three distinct topics
  • Two hours of Ethics

Download the 2011 Institute Brochure

2010

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including agricultural law, grantor defective trusts, tax controversy resolution, and state nexus issues
  • Current developments in income and gift and estate taxation
  • State tax and economic development
  • Thursday afternoon breakouts on three distinct topics
  • Two hours of Ethics

Download the 2010 Institute Brochure

2009

  • A review of current developments in income, estate, and gift taxes
  • Presentations by nationally-known speakers with practical planning information covering a variety of hot topics, including agricultural law, irrevocable life insurance trusts, and tax implications of alternative/renewable energy
  • Current developments in built-in taxable gains adjustment
  • State tax and economic development
  • Thursday afternoon breakouts on three distinct topics
  • One hour of Ethics

Download the 2009 Institute Brochure