AG Tax Planning

It’s Your Land.

It’s Your Future.

It’s Your Decision.

BE INFORMED

We are the only combined tax planning and real estate marketing partnership in Alberta. We have the expertise to maximize tax savings and enhance the value of your farm or ranch.

There’s no question about it: selling land is a life-changing experience for any farm family. While the sale itself might take a matter of months, an effective long-term agricultural farm tax planning strategy for the sale or your farmland can take years to put in place. Even if your farmland sale is still years in the future, the time to start planning is now.

As an agricultural tax planning specialist, Charted Professional Accountant and Certified General Accountant Fred Mertz has a deep understanding of the unique taxation issues associated with farming and ranching. His advice will help you make the most of your farm’s financial performance today and your family’s financial legacy for the future.

Here is Lorne and Lynne Fairs Story:

Fairs

“Fred had the background to cover the whole package for us. We would recommend him to anyone, and we’ve already referred him to friends of ours.”

When Lorne and Lynne Fair started farming together 35 years ago, their land was two miles from the Town of Strathmore. Over the years, the growing town moved closer and closer to their farm. Willing to sell, but uncertain of their land’s true value, the Fairs met with Fred several times to talk things over.

As an agricultural tax specialist as well as a realtor with MaxWell Canyon Creek, Mertz helped the Fairs sort through the tax implications of the sale. As someone raised in agriculture, he also helped them plan for an orderly windup of their farming activities.

In the end, the offer the Fairs were looking for came along. Fred Mertz was also able to negotiate an annual leaseback of the land, so the couple could make a gradual transition to living in town.

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