2022 Farmers Tax and Accounting Conference

Focus on How California Agriculture is Adapting to New Realities

A CPA’s knowledge and experience can make a big difference in the business affairs of farmers and those in the agriculture industry. Learn how to resolve complex tax, audit and operational challenges during our two-day virtual conference

WHEN: Nov. 8-9 | 8 a.m.–Noon

WHERE: Online 

TOPICS:
  • Tax Update: We'll cover the recently enacted Inflation Reduction Act, as well as several recent cases and IRS developments of importance to practitioners; selected like-kind exchange issues involving the definition of real estate and the problem presented when there is an imbalance of Section 1245 and/or 1250 property in the exchange; and uniform capitalization rules as applied to ag clients and the proper reporting of farmland and building lease income and the issue of self-rents. 
  • Estate/Succession Planning: Considerations of each; examples of different scenarios for exit strategies; M&A best practices; and business strategy ideas.
  • AG Tax Credits: Employee retention credits; solar tax credits; carbon credits, energy credits; work opportunity tax credits; focus on implementation and research and development
  • Funding Programs: Explore what to do and how to evaluate if you are in the right programs; USDA Programs; PG&E programs and CDFA programs 
  • Policy Update: Recent/pending legislation; farmer incentives/opportunities around the carbon market; current and pending regulatory issues impacting farmers; and ag advocacy and issues that farmers need to be aware of.
  • Regulatory Update: ESG reporting overview; sustainability farming; banking and data capturing
  • AG Economy and Lending Update
  • Implementing the Sustainable Groundwater Management Act in the Central Valley: Definitions of key terms of art related to the act; understanding of SGMA requirements; understanding the role of the state, local districts and individual landowners with SGMA implementation; understanding the impact of SGMA on land values
  • Co-Ops: Overview of types of co-ops; benefits for growers; business strategy ideas and How to create a co-op. 
  • Labor Law: Update on labor law issues; new NLRB changes; farmer’s rights; CalSavers and best practices to avoid associated issues. 
SPEAKERS INCLUDE: (Go online for full bios)
  • Cole Marr, Director, Research Tax Credit Services | Sensiba San Filippo
  • Ariane Woods, Manager, Research Tax Credit Services | Sensiba San Filippo
  • Roger McEowen, Kansas Farm Bureau Professor of Agricultural Law | Taxation at Washburn University School of Law
  • Jennifer Spalatta, Owner | Spaletta Law PC
  • Alejandro Mendez, Managing Director | Deloitte & Touche LLP
  • Ian Wieland, Founder and Shareholder | Sagaser, Watkins and Wieland
  • Josh Bakke, CPA, Senior Manager | Moss Adams
  • Curt Covington, Sr. Director, Institution Credit | AgAmerica Lending
  • Dan Bartel, Engineer, Manager | Rosedale-Rio Bravo Water Storage District
  • Emily Rooney, President | Agricultural Council of California
  • Eric Krienert, Partner | MOSS ADAMS LLP
  • Aaron Martinez, Director | Moss Adams
  • Travis Wiley, Partner | Moss Adams
  • Bartlett Durand, Managing Member | Local Choice Marketing
  • Sonny Grover, CPA, Executive Vice President, Alliantgroup
  • Mark Sherin, Partner with WCP Private Wealth Advisors
  • Martin S. Johnson, Estate and Succession Planning Specialist with Sagemark Consulting/Lincoln Financial Advisors  

About CalCPA
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form CalCPA. CalCPA serves more than 40,000 professional and student members in public practice, private industry, academia, and government, and has 14 chapters across California. CalCPA also offers more than 1,400 live courses, conferences, webcasts, and on-demand self-study courses annually.