Please Join Us!

2026 Estate Planning Teleconference Series

August 18, 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: Tales from the Crypt (Constitution Avenue): IRS Tools and Tactics to Collect a Delinquent Tax Liability

The federal government has overarching powers to collect tax debts that far surpass the collection mechanisms available to ordinary creditors.  Knowing what these powers are and how they may be deployed is important not only when embroiled in an audit or collection proceeding but also when considering certain fiduciary transactions such as a sale of trust property or a distribution to a beneficiary.  In this webinar, we will zero in on the following:

• Estate, gift and income tax liens
• Transferee liability
• Personal liability of fiduciaries
• Tax penalties

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