Tax & Retirement Planning Seminar, Billings, MT


MSU Extension in Yellowstone County will hold a Tax and Retirement Planning Seminar on Monday, May 14 at 6:00 p.m. The seminar will be held at the Billings Hotel and Convention Center and will focus on tax and retirement planning strategies for agricultural producers. The seminar is free to attend and will conclude around 8:00 p.m. 


The schedule is as follows: 


Retirement Planning for Agricultural Producers 

Joel Schumacher, MSU Extension Economics Associate Specialist 

The retirement years for farmers and ranchers are often intertwined with transitioning the business to another generation. This session will explore some different tools and transition plans that other Montana agricultural families have utilized to prepare for retirement. 


What Ag Producers Need to Know about the New Tax Law 

Brad Cook & Amy Iverson, CPAs at Wipfli, LLP 

The Tax Cuts and Jobs Act of 2017 provided sweeping changes in tax law for businesses, trusts, and individuals. While much of the impact is beneficial for ag producers, it’s important to examine how the changes will impact short and long-term goals. This presentation is designed especially for ag producers, and provides a high-level and practical look at the changes affecting tax year 2018 and beyond.


RSVP is required by May 11 Phone: 406-256-2828 Email:


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