Transition Planning Episodes
Every Ag View Pitch conversation on transition planning — summaries, key takeaways, and full transcripts.
Jul 2021
Dad's wisdom with Roger Patterson
Roger Patterson bought his first farm at 22 in 1971 on a 20-year contract, tiled his own ground, and handed decisions to his sons early enough to matter.
Jul 2021
Brothers in business: Chris and Terry Patterson
Iowa brothers Chris and Terry Patterson on splitting roles, farming the same acres from 2003 to 2020, selling hog sites in a 1031, and planning exit at 50.
Jun 2021
Dad's wisdom with Bruce Moody from Fremont, Indiana
Bruce Moody bought 1,000 Indiana acres from $250 to $1,500 an acre, then lost a partner overnight. What he wishes he had known about insurance.
Jun 2021
Got insurance? Are you sure?
Adam Brickley on insurance gaps farms miss: replacement versus depreciated values, umbrella limits above $1 million, and key person term life.
May 2021
The American Family Plan: what does it mean for your farm operation?
Paul Neiffer breaks down the American Family Plan: a 39.6% top rate, taxable 1031 gains above $500,000, and paying tax to get the step-up in basis.
Apr 2021
The STEP Act: what the Biden tax proposals could mean for farmers
Paul Neiffer explains the STEP Act's 100,000 dollar lifetime gift exemption, the 21-year trust tax, and what it could cost farm families transferring land.
Feb 2021
Financial planning for farmers: 2021
Josh Waite explains why equipment is not a retirement plan, how to diversify beyond land, and what term versus whole life insurance actually does.
Feb 2021
Ag perspective with Ken Root
Ken Root on why China stays a key market, how 1970s land decisions soured by 1988, and what farm families should do about transition planning now.
Feb 2021
Are you ready for capital gains tax at death?
Paul Neiffer on losing the step-up in basis, capital gains at death, LLC discounts of 25 to 40 percent, and gifting excess assets before the rules change.
Dec 2020
Dad's Wisdom with Mark Schaffer: Ohio farmer
Mark Schaffer built an excavating company and later a 9,000-acre Ohio farm. He explains why his father refused to hire him and how patience shaped both.
Dec 2020
Dad's wisdom with Ken Root
Farm broadcaster Ken Root on why most farm kids must find work elsewhere, why education decides the next generation, and how subsidies become entitlements.
Oct 2020
Election dissection: tax implications on your farm for both candidates
Paul Neiffer compares both 2020 candidates on farm taxes: the estate exemption sunset, stepped-up basis, self-employment tax above $400,000, and gifting.
Oct 2020
Check off dollars: what are they used for? IL Soy
Linda Kull and Emily Carls break down how the 0.5% soybean checkoff is collected and spent, and how the AMP program helps Illinois farms plan a transition.
Rewind
10 keys to farm transition success
Chris Barron walks through 10 transition steps: build your advisor team, write the vision, set core values, map both business structures, close gaps.
Sep 2020
Succession and transition to the next generation
Chris Barron lists 10 succession steps: build the advisor team, write the vision and core values, map current and ideal entity structures, update the will.
Sep 2020
Dad's wisdom with Richard Seamans
Richard Seamans farmed up to 2,500 acres with his wife Shirley as bookkeeper and combine operator. His advice: keep good books and get out of debt.
Jul 2020
Dad's wisdom with Mike Paulson
Mike Paulson on surviving the 1980s land purchase, why people matter more than iron, and the last words his father gave him: we did the best we could.
Apr 2020
The complexities of agriculture with Shay Myers
Shay Myers of Owyhee Produce on splitting crop expertise among family, a standing Tuesday meeting, and following the crop all the way to the sale.
Mar 2020
Dad's wisdom: on the planter with Rick Childs
Rick Childs started farming in 1978 at 23, survived the 1980s with no land debt, and explains why knowing your numbers still decides who makes it.
Jan 2020
Transition planning and farm collaborations: what you need to know and how we can help
Chris Barron and Shay Foulk walk through Ag View's transition and collaboration process: discovery, an equipment LLC, and two full-day meetings.
Dec 2019
Lending relationships: importance, insight, considerations
Ag lender Paul Schrader explains the books, balance sheets, and ratios banks want, plus how to restructure farm debt without breaking your cash flow.
Dec 2019
Facing adversity head on: mom's wisdom
Vance Yelm farms 1,500 acres near Lake Park, Iowa. She describes taking over after her husband's death, the 1980s debt fight, and letting her son lead.
Dec 2019
Dad's wisdom: Roger Rix
South Dakota farmer Roger Rix on growing from 2,800 to nearly 10,000 acres, exiting cattle, buying 800 family acres late, and handing his sons control.
Nov 2019
Year-end tax planning
Paul Neiffer on filling the 10% bracket, paying kids under 18 up to $12,200 tax-free, deferred payment contracts, and the $11.4 million estate exclusion.
Sep 2019
Dad's wisdom: part 2 with Dave Nelson (son)
Dave Nelson came home to 800 acres and a family business. He explains what his father's refusal to file bankruptcy in the 1980s taught him about business.
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