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8 hour Continuing Education Seminar

Financial Strategies for the Agricultural Family What Your Clients Need to Know When Selling a Farm or Ranch

7:30  a.m         Registration  8:00  a.m.       IRC  Section  1031  Tax-­‐Deferred  Exchanges  by  Max  Hansen,  CES  American  Equity  

Exchange,  Inc  9:30  a.m   Exchanging  Land  into  Secure  Income  Producing  Real  Estate  Investments  by  

Lauren  Bear,  Bear  Wells  Realty  Investment,  LLC  and  Gregg  Barton,  Genesis  Financial  Group,  Inc.    

11:00  a.m   Charitable  Giving  Techniques  for  Farm  and  Ranch  Sales  by  Kurt  Alme.  J.D.,  Yellowstone  Boys  and  Girls  Ranch  Foundation  

12:30  p.m   Lunch    1:30    p.m   Tax  and  Estate  Planning  Strategies  for  Agricultural  Families  by  Tom  Stusek,  J.D.  

LL.M  (Tax),  John  Clark,  CPA  3:15  p.m.   Putting  It  All  Together-­‐  A  Case  Study  in  Wealth  Management  for  Families  

Selling  Agricultural  Property  by  Chris  Nolt,  Solid  Rock  Wealth  Management  4:15  p.m   Ask  the  Experts  Panel  Discussion  Question  and  Answer  5:00  p.m   Adjourn    The  information  herein  and  during  the  seminar  has  been  prepared  as  continuing  education  for  qualified  professionals  only  and  does  not  constitute  an  offer  to  buy  securities  or  real  estate.  Such  offers  are  made  only  through  the  prospectus  or  sponsor’s  private  offering  memorandum,  which  is  available  to  qualified  investors  only.  IRC  Section  1031  and  other  tax  concepts  discussed  are  complex  strategies:  therefore  attendees  should  visit  www.irs.gov  for  specific  code  information  and  applicability.    Chris  Nolt  (Registered  Principal)  offers  securities  and  advisory  services  through  Independent  Financial  Group,  LLC.,  a  registered  broker-­‐dealer  and  investment  advisor.    Member  FINRA/SIPC.  Solid  Rock  Wealth  Management  and  Solid  Rock  Realty  Advisors,  LLC,  American  Equity  Exchange,  Inc.,  Bear  Wells  Realty  Investment,  LLC,  Genesis    Financial  Group,  Inc.,  Yellowstone  Boys  and  Girls  Ranch,  Stusek  Law  Firm,  Rudd  &  Co.,  PLLC,  and  Independent  Financial  Group,  LLC  are  unaffiliated  entities.  Sponsored  by:    Solid  Rock  Wealth  Management  www.solidrockwealth.com  2020  Charlotte  Street,  Bozeman,  Montana    59718  

 

       December  4th      Bozeman,  MT   Gran  Tree  Inn          December  5th      Billings,  MT     Hampton  Inn  (West  I90)          December  6th      Buffalo,  WY     Bozeman  Trail  Steakhouse      

This  course  is  designed  for  professionals  who  work  with  families  selling  or  considering  selling  a  farm  or  ranch  or  other  appreciated  property.    

 Continuing  Education:  The  class  has  been  approved  in  MT  &  WY  for  8  

CPE  credits,  7.5  CLE  credits  and  8  real  estate  credits  (4  mandatory  and  4  elective).    

Cost:  $75.00  includes  refreshments  and  lunch.  For  more  information  or  to  enroll  call  (406)  582-­‐1264.    

Max  A.  Hansen:    President  and  CEO  of  American  Equity  Exchange,  Inc.  (AEEI)    www.irc1031x.com  Max  is  also  a  founding  director  and  President  of  Reverse  Exchange  Services,  Inc.  (RES).    Max  has  been  actively  practicing  law  since  1976.  He  has  served  in  various  capacities  in  the  State  Bar  of  Montana,  is  a  Past-­‐President  and  remains  an  active  member.  He  is  also  an  active  member  of  the  State  Bars  of  California  and  Utah  and  served  for  almost  20  years  as  a  delegate  to  the  House  of  Delegates  of  the  American  Bar  Association.    For  over  three  decades,  Max  has  represented  clients  in  real  estate  transactions,  including  Section  1031  tax  deferred  exchanges.  He  is  a  member  of  the   Board   of   Directors   and   Past   President   of   the   Federation   of   Exchange   Accommodators   and   also   Co-­‐Chair   of   the   FEA   Government   Affairs  Committee.  He  is  also  a  member  of  the  Tax  Section  of  the  American  Bar  Association  and  sits  on  the  Sales,  Exchanges  and  Basis  Committee  of  the  Section.  Max  has  conducted  seminars  and  appeared  on  panels  of  experts  before  various  groups  and  organizations  throughout  the  U.S.    Lauren  Bear:    Bear  Wells  Realty  Investment      www.bearwells.net  A  20-­‐year  veteran  of  business  ownership,  Ms.  Bear  founded  and  is  President  of  Bear  Wells  Investment  Realty.  Bear  Wells  specializes  in  acquiring,  developing,  owning  and  brokering  properties  leased  to  federal  government  agencies  throughout  the  United  States.  Ms.  Bear  has  more  than  12  years  experience  negotiating  and  structuring  these  specific  acquisition  opportunities  for  Bear  Wells’  domestic  and  international  clients,  for  Genesis  International  (GI),  Genesis  Financial  Group,  Inc.  (GFG),  and    for  other  clients  listed  among  the  “Forbes  100  wealthiest  Americans”.    Ms.  Bear  has  created  a  proprietary  national  network  of  relationships  with  government  developers,  principals  and  federal  tenants  ranging  from  the  FBI  and    DEA,  to  the  US  Bureau  of  Land  Management,  Customs,  FEMA,  Border  Patrol  and  Immigration.  During  her  career,  she  has  been  integral  to  the  successful  sale  and/or  construction  of  over  100  US  federal  buildings.  Ms.  Bear  was  also  responsible    for  the  delivery  of  over  50%  of  the  federal  properties  that  comprised  the  historical-­‐first  IPO  of  a  publicly  registered,  100%  federal  building  REIT  onto  the  NYSE.  In  2005,      Gregg  Barton:    Genesis  Financial  Group,  Inc.      www.genesisfinancial.com  Mr.   Barton   is   a   co-­‐founder   of   Genesis   International,   LLC   (GI)   and   a   co-­‐founder   of   Genesis   Financial   Group,   Inc.   (GFG)   which   specializes   in  acquiring,  developing,  owning  and  managing  properties  leased  to  federal  government  agencies  throughout  the  United  States.  He  has  more  than  20   years   experience   negotiating   and   structuring   acquisition   opportunities   for   GFG   and   other   affiliated   companies.  Mr.   Barton   has   created   a  proprietary   national   network   of   relationships  with     government   tenants,   developers,   brokers   and   principals.   During   his   career,   he   has   been  involved   in   over   $1   billion   in   real   estate   transactions   and   has   structured  more   than   20   separate   private   and   publicly   registered   real   estate  offerings   including   a   NYSE   REIT   offering   –   Government   Properties   Trust.   With   an   established   national   reputation   in   government   property  investments,  A  graduate  of  the  University  of  Michigan  with  a  BA  in  International  Economics  and  Finance.  Mr.  Barton  holds  a  Michigan  real  estate  license  and  is  currently  a  member  of  The  Federal  Government  Contractors  Group,  IREA  and  the  GSA  PBS  Industry.    Kurt  Alme:    Yellowstone  Boys  &  Girls  Ranch  Foundation      www.yellowstonefoundation.org  Kurt  is  Executive  Vice  President  and  General  Counsel  for  the  Yellowstone  Boys  and  Girls  Ranch  Foundation.    With  the  support  of  the  Montana  and  Wyoming  farm  and  ranch  community,  the  Ranch  has  been  helping  troubled  kids  since  1957.    Yellowstone  Foundation  provides  its  agricultural  supporters  a  full  range  of  charitable  estate  and  tax  planning  assistance  and  opportunities.  A  Montana  native,  Kurt  graduated  High  School  in  Miles  City  in  1985.    He  got  his  B.S.  in  Business  from  the  University  of  Colorado  and  his  law  degree  cum  laude  from  Harvard.    In  1992,  Kurt  returned  to  Montana  and  clerked  for  U.S.  District  Judge,  Charles  Lovell,  in  Helena.    In  1994,  he  joined  the  Crowley  Law  Firm  in  Billings  eventually  becoming  a  partner.    His  practice  emphasized  estate  and  charitable  planning,  nonprofits  and  tax.    In  2001,  he  was  appointed  Director  of  the  Montana  Department  of  Revenue  by  Governor  Judy  Martz.    After  serving  as  Director,  Kurt  became  a  prosecutor  at  the  U.S.  Attorney’s  Office  in  Billings,  eventually  becoming  First  Assistant.    At  the  U.S.  Attorney’s  Office,  he  prosecuted  white  collar  crime,  including  criminal  tax  cases.    In  2010,  Kurt  joined  Yellowstone  Foundation.  He  is  also  a  Certified  Public  Accountant,  although  not  currently  licensed.    Tom  Stusek:    Stusek  Law  Firm  Tom  Stusek  offers  his  clientele  a  full  range  of  legal  services,  with  particular  emphasis  on  the  areas  of  individual  and  farm/ranch  estate  planning,  corporate  and  partnership  law,  federal  and  state  taxation,  probate  and  trust  administration  and  real  estate.    He  has  30  years  of  experience  in  these   areas.     Prior   to   entering  private  practice,   Tom  was   a   hearings   examiner   of   corporate   franchise   tax   cases  with   the  Ohio  Department   of  Taxation.    He  regularly  conducts  attorney  C.L.E.  seminars  in  his  areas  of  expertise  for  National  Business  Institute,  Eau  Claire,  WI.    Tom  has  been  licensed  in  Ohio  (1977),  Florida  (1982),  and  Montana  (1984).    He  is  a  member  of  the  State  Bar  of  Montana  and  the  Ohio  State  Bar  Association.    He  received  his  B.A.  degree,  with  honors,  from  John  Carroll  University,  Cleveland,  Ohio,  his  J.D.  degree  from  Cleveland  State  University,  and  his  LL.M.  degree  in  taxation  from  the  University  of  Florida.    He  also  holds  a  Montana  Real  Estate  License.    John  Clark:      Rudd  and  Company,  PLLC   www.ruddco.com  John  Clark  grew  up  in  southeastern  Idaho  where  he  graduated  from  Rigby  High  School.  He  attended  Ricks  College  and  Brigham  Young  University  where  he  graduated  with  bachelors  and  masters  degrees  in  accounting  with  an  emphasis  in  information  systems  consulting.      In  January  of  1992,  John  started  working  with  Rudd  &  Company  and  in  December  of  1998  John  moved  to  Bozeman  and  helped  establish  the  Bozeman  office  of  Rudd  &  Company.  In  2003  John  became  a  Partner  and  is  currently  serving  on  Rudd  &  Company's  executive  committee  and  is  the  partner  in  charge  of  the  Bozeman  office.  He  is  currently  a  member  of  the  American  Institute  of  CPAs.    John  especially  enjoys  the  association  with  clients.  The  majority  of  his  time  is  spent  in  the  tax  and  business  advisory  areas.  John's  focus  has  helped  his  clients  with  complex  business  entity  structuring  that  save  taxes,  protects  assets,  and  provides  a  vehicle  for  estate  planning.      Chris  Nolt:      Solid  Rock  Wealth  Management    www.solidrockwealth.com      Solid  Rock  Realty  Advisors,  LLC    www.solidrockproperty.com  Chris  grew  up  in  Lewistown,  Montana.    Working  on  ranches  throughout  his  high  school  and  college  days,  Chris  gained  a  deep  respect  for  the  work  ethic  and  character  of  the  agricultural  family.      After  graduating  with  a  degree  in  business  from  Montana  State  University,  Chris  entered  the  financial  services  business  in  1989.    For  over  23  years  he  has  been  helping  agricultural  families  reduce  taxes,  protect  and  preserve  their  assets  and  invest  wisely.  Chris  has  presented  educational  seminars  for  the  Montana  Stockgrowers  Association  and  for  agricultural  families  throughout  Montana  and  into  Wyoming  and  Idaho.  Chris  has  earned  the  designations  of  Certified  Retirement  Financial  Advisor,  Certified  Senior  Advisor  and  Life  Underwriter  Training  Council  Fellow  and  holds  series  7,  66  and  24  securities  licenses,  as  well  as  a  Montana  insurance  license  and  a  Montana  real  estate  license.