Farm succession or retirement planning should be integrated with the tax plan. Bobbi Sondreal concentrates on retirement and succession planning for AgCountry Farm Credit Services. For generational success, Sondreal believes it is important to meet with all pertinent entities, including family. “I get to help with that piece and we work really closely with the tax team because a lot of the things that we’re talking about through is going to affect your tax situation.” Watch the Building Your Legacy forum that took place this past week at the Big Iron Farm and Construction Show.
