VIRTUAL ONLY: 9th Annual Agriculture Conference

Agenda

    Wednesday, November 16, 2022

  • 8:00AM - 11:30AM / General Sessions
    Estate Tax Planning Options for Farmers

    This session is designed for CPAs to be aware of options available to farmers for transferring operating assets and farm real estate.  We will review the major trust options that farmers may use.  In addition, we will cover any major tax changes that have occurred since January 2022.

    Highlights:

    • Review of estate tax rules
    • Discussion of options related to transfer of operating assets
    • Review of major estate tax planning options for farmers including
    • Spousal Lifetime Access Trusts
    • Intentionally Defective Grantor Trusts
    • Grantor Retained Annuity Trusts
    • Irrevocable Life Insurance Trusts
    • Charitable Remainder Trusts
    • Updates related to major federal tax legislation occurring in early 2022

     Objectives:

    • At the end of this session, you will be able to:
    • Discuss estate planning options available to farmers
    • Illustrate options to transfer operating assets
    • Recall major tax law changes impacting farmers

     

    Credits

    4 Tax

    Speakers

  • 12:00PM - 12:50PM / General Sessions
    TBD
  • 12:50PM - 1:40PM / General Sessions
    TBD
  • 1:50PM - 2:40PM / General Sessions
    TBD
  • 2:40PM - 3:30PM / General Sessions
    TBD

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Agenda

    Wednesday, November 16, 2022

  • 8:00AM - 11:30AM / General Sessions
    Estate Tax Planning Options for Farmers

    This session is designed for CPAs to be aware of options available to farmers for transferring operating assets and farm real estate.  We will review the major trust options that farmers may use.  In addition, we will cover any major tax changes that have occurred since January 2022.

    Highlights:

    • Review of estate tax rules
    • Discussion of options related to transfer of operating assets
    • Review of major estate tax planning options for farmers including
    • Spousal Lifetime Access Trusts
    • Intentionally Defective Grantor Trusts
    • Grantor Retained Annuity Trusts
    • Irrevocable Life Insurance Trusts
    • Charitable Remainder Trusts
    • Updates related to major federal tax legislation occurring in early 2022

     Objectives:

    • At the end of this session, you will be able to:
    • Discuss estate planning options available to farmers
    • Illustrate options to transfer operating assets
    • Recall major tax law changes impacting farmers

     

    Credits

    4 Tax

    Speakers

  • 12:00PM - 12:50PM / General Sessions
    TBD
  • 12:50PM - 1:40PM / General Sessions
    TBD
  • 1:50PM - 2:40PM / General Sessions
    TBD
  • 2:40PM - 3:30PM / General Sessions
    TBD

Review and choose your sessions and options above.


Speakers

Paul Neiffer

Paul Neiffer is an Agribusiness Certified Public Accountant and business advisor specializing in income taxation and accounting services related to farmers and processors. Technical expertise Paul obtained his CPA certificate in 1984. He is a member of the Farm Financial Standards Council and authors a monthly column for Top Producer magazine called "The Farm CPA". Paul has written articles for the Farm Journal Media companies and maintains a blog on www.agweb.com called the "The FarmCPA". This blog is also accessible at www.farmcpatoday.com. Paul has given numerous talks on various tax and accounting subjects including many related to farm taxation and management. Educational/professional involvement Paul graduated from the University of Washington with a BS in Business Administration (concentration accounting) in March, 1983. He has completed upper level income taxation classes sponsored by Golden Gate University in Income Taxation of Partnership, Corporations and the Time Value of Money.