Join us on April 12th 9:30-11:30am at the Canalta Hotel Meeting Room in Assiniboia SK for a complimentary morning of learning.
BlueSky Financial Planning, MLT Aikins LLP, and Stark & Marsh CPA LLP are pleased to present Farm Challenges & Solutions Estate Planning Seminar. Enjoy speaker sessions on investment & insurance strategies, tax efficient business structures, Transition planning step-by-step, capital gains, and land companies.
Grant Karst CFP, CLU, CHFC, Managing Partner with BlueSky Financial Planning
Grant Karst is a Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant who founded Blue Sky Financial Planning Firm to inspire his clients to master their financial life. Grant will explain investment and insurance strategies that can be used to maximize the value of farm operations, and plan for retirement.
Graham Purse BA, LLB, Lawyer with MLT Aikins LLP
Graham Purse is a tax lawyer who focuses on corporate restructuring, and tax and estate planning. He works extensively with farmers. Graham will discuss tax-efficient business structures, which help avoid commercial, family, and estate disputes.
Elden Moberg C.E.O and Partner with Stark & Marsh CPA LLP
Planning for Change: An in-depth review of what steps your advisor should be taking and the decisions you should be making in Transition planning. Elden will also discuss the benefits of making a Retirement and Transition Plan
Vern Peters CPA, CA, Tax Advisory Specialist & Partner with Stark & Marsh CPA LLP
Income Tax Planning for Transition: Discussing capital gains, land companies, and reducing taxes associated with Transition. Vern will also cover current trends he is seeing in today's farm transitions and exits.
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