2026 Agenda - Farming and Furious!


 
 

“Life a ¼ Section

at a Time ”

  • Capital Gain Exemption and Family Farm Rollover Twists

  • Creditor Protection

  • Considerations for Extended Family

 

 

“I Don't got Friends

I got Family.”

  • Extended Family Planning (Step Children, Cousins, Nephew/ Niece)

  • Spousal Trusts and Dispute Resolution

  • Contingency Agreements

  • Non Resident Issues – Trouble at Rodeo School

 

 

“Its Only Interest

– Legacy Lasts for Ever.”.

  • Ways to manage taxable income

  • Decisions on incorporation and partnership roll refresh

  • Discussion on restricted farm losses/ write offs.

  • Farm equity and economics

 
 
 

“Dealing With

The Unexpected”

  • What if The Wrong Person Dies In an Estate Plan?

  • Missed Agreement Signings

  • Case Studies on Dealing With the Unexpected


“Fast and the Filings

Tips and Traps”

  • Capital Dividend Accounts

  • Bare Trusts

  • AMT and Non Recoverable AMT

  • Replacement Property Shares

  • Life Insurance

  • Update 2026 Agristability

  • The Farm Partnership Freeze – Avoid The Tax