Please Join Us!
2026 Estate Planning Teleconference Series
July 21, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Valuation and Gross Estate Inclusion Issues
The IRS and the judiciary continue to generate considerable traffic in evaluating and ruling on matters of interest to estate planners and professionals who administer estates and trusts. Particularly active areas of developing law over the past few years have been the valuation of property potentially subject to gift or estate tax and determining what assets are properly includable in a decedent’s gross estate. This webinar will explore a number of cases and rulings addressing the following:
- Continuing expanded reach of Internal Revenue Code Section 2036(a)
- “Tax-Affecting” in valuation of pass-through entity equity
- The specter of “double inclusion” in the gross estate
- Misapplication of willing buyer-willing seller standard, lack of marketability discount and net asset method of valuation
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE