Name: Driving Farmer Outcomes with Tax & Investment Strategy
Start: 2026-09-24T08:00:00-0600
End: 2026-09-24T09:30:00-0600

Driving Farmer Outcomes with Tax & Investment Strategy

Thursday September 24, 2026 8:00am - 9:30am MDT

Weavers

This interactive workshop positions tax and investment planning as core financial levers for farmers that can shape outcomes as meaningfully as production, pricing, or marketing decisions. This session introduces a practical framework for using tax and investment strategy to influence cash flow, healthcare access, and long-term wealth building. Participants will walk through a simplified farm scenario and understand how key decisions flow through tax forms and create financial outcomes. Using a live, interactive tool, the group will test real-time scenarios - adjusting income, depreciation methods, retirement contributions, and other planning levers - and observe how these decisions affect four key outcomes: Tax due or refund, marketplace health insurance eligibility, wealth built through retirement accounts, and long-term tax savings. Participants will see how effective strategies differ across low-, medium-, and high-income years. Following a group demonstration, participants will break into small team to analyze additional scenarios and develop recommended strategies. They will present their strategies and rationale to the group. Learning Objectives: - Recognize tax and investment planning as core personal and business levers - Evaluate how decisions impact multiple outcomes simultaneously - Identify how different strategies shift across income levels - Facilitate peer conversations around financial strategy This session is designed to teach core tax and investment strategies and how they can be applied by farm business technical advisors without requiring deep technical expertise in these areas.

Speakers

Michael Robertson

NY FarmNet and/or Shelterbelt Advisors

Michael Robertson is the Farm Business Management Specialist at NY FarmNet. He also runs Shelterbelt Advisors, a small investment advisory and tax preparation firm that serves farmers. He lives in the Hudson Valley of New York on a sheep farm.

Thursday September 24, 2026 8:00am - 9:30am MDT
Weavers

Farm Financial Management, Business Planning and Development

Tickets

Success you have shared X tickets.

National Farm Viability Conference

Michael Robertson

Attendees (2)

Get help with the event

Success you have shared X tickets.

National Farm Viability Conference

Michael Robertson

Attendees (2)

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Get help with the event