YOU’RE INVITED – Building a secure and tax efficient farm succession plan.
Join us on Wednesday, October 4th to learn about building a secure and tax efficient farm succession plan. You will hear from Westoba’s Financial Planners and Business Ag Specialists along with other expert guests showcasing tax and legal considerations.
The event is filling up quickly so please reserve your spot today by RSVP to buildingcommunity@westoba.com by September 28, 2023.
Please include with your RSVP:
- Your name.
- Your phone number.
- Your email address.
- The names of the people attending with you.
- Dietary restrictions for you and/or your guests.
You will learn:
- The importance of forming your Professional Advice Team for your farm and family
- Considerations for the sole proprietorship, partnership, and corporate structures
- How to protect you and your farming operation
- Legal considerations and working with your lawyer presented by Paul Roy, Lawyer and Partner, Roy Johnston TDS.
- Strategies to minimize tax and working with your tax professional presented by Matt Bolley, Specialty Tax Business Advisor, MNP
DATE: Wednesday, October 4, 2023
LOCATION: Brandon’s Keystone Centre, Assembly Hall
TIME: Doors open at 9:00 AM; Presentation 9:30 AM
Lunch will be served following the presentations. Everyone in attendance will be entered into our door prize to win:
- Two tickets to MB Ag Days 2024,
- One night accommodation at Victoria Inn & Suites Brandon
- $200 Keg gift card
- “Farming’s In-Law Factor” book written by Elaine Froese, Farm Family Transition Expert
