The Tax Efficiency of Timberland

When owning timberland, a key aspect is managing your timber sale tax. The question is whether the IRS will view the sale as ordinary income, or will you be able to report the income as long-term capital gains, resulting in a lower tax rate.

Understanding the Drought: Short and Long-Term Effects?

We are frequently asked what will be the short and long-term effects of the drought on farmers, commodity prices, farmland in general, and food prices.

Investing in U.S. Farmlands: Is There a Bubble?

Clients often ask if we think domestic farmland prices are at a "bubble" stage, because farmland—and more particularly farmland prices—continue to be in the news and are often the subject of conflicting or ambiguous reports.

Another Reason To Hug Trees

Forests evoke all kinds of images, from white-tailed deer to plaid-shirted lumberjacks. But a growing number of investors are also likely to see pinstriped portfolio managers among the trees.

We provide a broad range of management and consulting services across all types of oil, gas and mineral interests1 held in trusts. The team focuses on enhancing revenues, reducing expenses and improving the property.

We help optimize the value of these assets by providing:

  • Customized property management services
  • Lease negotiations and monitoring
  • Farm-out, unitization agreement and other contract negotiation
  • Evaluation of and participation in workovers and wildcat and development wells
  • Environmental inspections
  • Petroleum engineering experience
  • Comprehensive oil and gas accounting

Thought Leadership

For our insights on Oil and Gas, please read the following:

Oil, Gas and Mineral Rights

WHAT IS an underground asset WORTH?

By Dick Sadler

1Note: Oil, gas and mineral interests are not available for direct investment through U.S. Trust.

Nonfinancial assets, such as closely-held businesses, real estate, oil, gas and mineral properties, and timber, farm and ranch land, are complex in nature and involve risks including total loss of value. Special risk considerations include natural events (for example, earthquakes or fires), complex tax considerations, and lack of liquidity. Nonfinancial assets are not suitable for all investors. Always consult with your independent attorney, tax advisor, investment manager, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy.

AR-AR113561 EXP-2014.04.10