Grant Gattis
Manager

Grant Gattis provides specialized consulting, taxation, and advisory services for businesses within the agriculture, dairy, manufacturing, and regional real estate industries. As a manager on the Next Generation team, he applies specialized knowledge and guidance for business owners looking to optimize, expand, or transition their businesses. Grant is specialized in facilitating long-term planning discussions and decisions to meet both business and family goals. He works with business owners to:

• Design and implement estate planning strategies for a smooth transition of assets
• Set and attain transition goals
• Proactively manage estate tax exposure
• Optimize entity and trust structure for income and estate taxes, liability protection, Farm Program services eligibility, and long-term success
• Minimize short- and long-term tax impacts of selling assets or a business through various planning vehicles
• Navigate the restrictions and pitfalls of complex property tax reassessments

His background in handling the income taxes for farm businesses has provided him with a unique foundation which cultivated his detail-oriented eye and innate ability to manage all the moving pieces and impacts of an estate plan or business reorganization. As a certified public accountant (CPA), Grant is proficient in the areas of estate strategy and gift planning to minimize taxation.