Business Succession


Focus Your Family Business on Its Legacy this Holiday Season

Share this

By Jeanne Bernick, K·Coe Isom Market Strategist and Certified Family Business Advisor For many of you the stress of harvest season is over and now you enter a new season in family business: the holidays! As if working with family […]


plan-unexpected-business-distruption

Business Planning for the Unexpected

Share this

Before injury, illness or other disruption strikes, prepare yourself and your business If you had to go on leave for a month starting tomorrow, what in your farm or ranch is going to suffer? Let’s face it – accidents happen.  […]


Are You Correctly Tracking Business Deductions for Meals and Entertainment?

Share this

Here’s an update to the following blog that you may be interested in: Tax Update: Entertainment Clarified Businesses of all sizes and across all industries need to be aware that the deductions for 2018 meals and entertainment have changed following […]


Double Down Now with Estate Planning

Share this

New Tax Act Fortifies Estate and Legacy Opportunities The time to ‘double down’ with an estate plan is now. Transferring assets to a trust or other entity is usually loaded with potential tax consequences to consider. This may be a […]


farm program succession

Preserve Farm Program Payments When Planning for Succession

Share this

With razor-thin profit margins, it’s more important than ever to maximize farm income from all sources. When planning for the succession of ownership of your farm, one of the most commonly overlooked parts of the process is farm program payments. […]


Flexible succession planning gives you options in the future

Share this

One thing that keeps many people on the fence when it comes to succession planning for the farm or ranch is they’re afraid of locking themselves into something they can’t change their mind about later on. Although this fear is […]


Advisor discusses strategies for estate planning

Share this

Article from California Farm Bureau Federation. Farms surviving from one generation to the next do not happen by accident. Instead, that success comes from a family having a clear goal for the future and a well-thought-out estate plan. That was […]


Farm succession requires smart planning

Share this

Farms surviving from one generation to the next do not happen by accident. Instead, that success comes from a family having a clear goal for the future and a well-thought-out estate plan. That was the message of Doug Claussen, a […]


Growing Young Leaders

Growing Young Leaders

Share this

This is the first in a series offering tips on growing your next generation of leaders. This month, Dr. Hubert Brown, Consultant, shares the successful, and not so successful, ways his producers have worked to develop leadership in their family […]