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Place Category: LethbridgePlace Tags: Accountant, AgriInvest, AgriStability, Assist clients with record-keeping, Audits, Cattle, Feedlots, Financial statements, Grains, Mixed farming, Succession Planning, Tax Planning, Tax returns, and Transition planning
I practice with a regional firm of Chartered Accountants specializing in the agricultural sector, I have a CFP and CMA designation. I have worked closely with all sizes of farms and have addressed a variety of issues including reorganizations, succession planning, cash flows, financial reporting and tax issues.
Expertise
I provide accounting, financial, tax, and succession planning with farm families to plan and implement strategies for the successful transition to the next generation. I meet with the entire family to determine the interest in carrying on the farming operation and also determine the ability of the operation to generate sufficient income for the founders and the next generation.
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