A chartered accountant specializing in income tax, Lance has 20 years of experience helping ag producers with tax reorganizations, estate planning and intergenerational transfers. He’s well-versed on these topics and more, and shares his knowledge and passion for agriculture at each of his public speaking engagements.
Estate planning are the transactions that need doing to make the transition as low cost and stress free as possible. Lance will discuss tax strategies to minimize your family’s tax burden on the transfer while protecting your assets and ensure you have enough assets to comfortably retire. Identifying tax traps will hopefully avoid costly mistakes later on.