Shannon and Byron Briske are founding members of "The Assante Ag Group". "Growing up on the family farm has provided us with the background to understand all aspects of your farming business. We know that every farm is different and we have the team of professionals to tailor-make the future your farm needs and deserves." The Assante Ag Group is a national farm advisory group that assists Canadian farm families in the areas of tax planning, retirement planning, and wealth transfer. The Ag Group consists of highly experienced and trusted wealth advisors, as well as lawyers and accountants with knowledge and experience in the tax and estate planning issues that affect farmers. Tax, Financial, and Estate Planning ♦ Planning for the tax efficient transfer of the family farm to the next generation ♦ Pre-retirement planning for the tax efficient sale of equipment, inventory, and other assets ♦ Planning tax efficient business structures for the family farm and other ventures ♦ Personal tax and estate planning ♦ Financial and retirement planning Taxation represents the single largest expense and loss of capital in the lives of many farm families, particularly in the retirement phase. Members of the Assante Ag Group work directly with the farm family to help them understand the complex tax and financial issues that need to be addressed in order to minimize loss of farm wealth when important transitions or transactions occur. The busy lives of farm families can seem further complicated by the necessary involvement of professionals from various disciplines, such as accountants and lawyers. The Ag Group provides a comprehensive plan that coordinates the services of these professionals. The Ag Group creates the plan, helps coordinate its implementation by the client family's accountant and lawyer, and continues to monitor the client family's tax and financial affairs thereafter and through the retirement years.
Farm Wealth Planning Checklist
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The Briske Financial Group