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.

U.S. Trust provides professional forestry and land management as well as advisory services for timberland investments held in trust or via direct ownership. Customized to help meet your goals, these services range from intensive investment return management to recreational, preservation and amenity management.

Our timberland professionals provide:

  • Timber inventory and asset analysis
  • Acquisition and disposition services
  • Land enhancement
  • Advanced silvicultural techniques
  • Conservation and environmental management
  • Identification of alternative sources of income

Thought Leadership

For our insights on Timberland, please read the following:

Timberland Management

WHAT IS seeing the forest for the trees WORTH?

By Doug Donnell

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.

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