31
January,
2026
Beyond the Gate: Financial Planning & Investment Strategy for Ranchers Ready to Sell or Transition
Bill Weston and Tyler Ayres, WPWealth
Sponsored by: WPWealth
Learn proactive taxefficient strategies for selling a ranch, land, or business
assets before the sale and avoid costly surprises in the year of transition. Explore
investment and planning approaches that convert large liquidity events into reliable,
long-term cash flow to support your lifestyle and protect your legacy. Understand how to
structure wealth to support the next generation, whether they’re staying in the business
or choosing a different path. Identify opportunities for charitable giving and community-
focused planning that align with your values and maximize tax benefits.

