Cultivating Your Legacy: Agribusiness Estate Planning Strategies
Tuesday, January 14 | 9 a.m.
Presenters: Alex Wilson, CPA, Emily Millsap, CFP®, Trevor Thomas, CFP®
Join Yeo & Yeo Principal Alex Wilson, CPA, and Avantax Planning PartnersSM advisors Emily Millsap, CFP®, and Trevor Thomas, CFP®, for a webinar on essential estate planning strategies for agribusiness owners.
Our presenters will guide you through:
- Upcoming tax law changes and their impact on agricultural estates
- Succession planning techniques to ensure your business’s future
- Strategies to minimize estate taxes and preserve wealth across various agribusiness sectors
- Tools to create a lasting legacy for future generations in agriculture
The session will include real-world examples from our interactive Guidance Planning Strategies (GPS) program, illustrating how investments, stock market shifts, business sales, and other factors affect agribusiness financial plans.
Take advantage of this opportunity to learn how to protect your agribusiness’s future and maximize your legacy.
Please join us!
Learn more about our presenters
- Alex Wilson, CPA, is a Principal at Yeo & Yeo. He is a member of the firm’s Agribusiness Services Group and specializes in business advisory services, succession planning, business strategy, and tax planning and preparation.
- Emily Millsap, CFP®, is a Financial Planning Manager at Avantax. She has over two decades of experience in the financial services industry and oversees the Avantax team responsible for developing comprehensive financial plans.
- Trevor Thomas, CFP®, is a Financial Planning Analyst at Avantax. He works with Financial Planning Consultants to develop comprehensive financial plans to assist clients in pursuing their financial goals.
Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.