Grow Together Webinar: Mid-Year Moves for Year-End Tax Savings

By the time December rolls around, your options for shifting income, maximizing deductions, and changing financial course are incredibly limited. You need to start thinking about strategy in the summer.
Join FCS Financial and special guest Jessica Lehmen, CPA at Williams Keepers, for a fast-paced, 30-minute mid-year check-in. In this session, Jessica will explain what steps ag producers need to take right now to ensure a smooth, stress-free, and highly profitable year-end tax planning process. We won’t keep you away from the field or your operation for long—this session is built to give you actionable steps today to get you ready for year end.
Learner Outcomes -
In just 30 minutes, attendees will learn how to:
- Set the framework: Pull together your baseline info -- such as depreciation, prior year carryforwards, and debt service requirements -- so that you are ready to plug in operational results at year end.
- Build Your Summer Checklist: Identify key documentation to track down over the summer—including equipment purchases, prepaid expenses, and contractor costs—to avoid the year-end paperwork scramble.
- Maximize CPA Consultations: Streamline your communication with your tax professional so you know exactly what data to bring to the table for optimal year-end deductions.