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FALL CONSULTANT WORKSHOP HELD The Fall Consultant Workshop was held September 20-22, 2004 in Ames. The workshop included sessions on tax changes/updates; tax planning strategies; developing a new analysis program; and financial spreadsheet review for membership. Speakers included--- Betsy J. Fallacaro, Taxpayer Advocate, Internal Revenue Service discussed taxpayer rights. Kelvin Leibold, ISU Extension demonstrated machinery cost/replacement worksheets. James McCarthy, Farm Bureau Financial Services presented charitable remaining trust planning tools. Jeff Taylor, TASC reviewed 105c cafeteria plans and tax savings for members. The consultant workshop also included in depth discussion on designing a new analysis program and the reports/data comparison tools members need. If you have comments on the new analysis or any suggestion on services you would like added, let us know at 515-233-5802. |
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MARKET OUTLOOK MEETING SCHEDULED Cedar Valley and Mississippi Valley will be hosting a joint market meeting December 8, 2004 at the Holiday Inn Amana Colony (Interstate 80, Exit 225). The market meeting will be held from 7:00-9:00 p.m. and will be presented by Terry Jones of Russell Consulting Group. Cost for the meeting is $30/person or $35/couple. For more information call us at 515-233-5802. |
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WE WISH YOU A HAPPY AND SAFE HOLIDAY SEASON |
