After many rewarding years preparing tax returns for Christmas tree growers and forest landowners, I’ve made the decision to transition my focus...
Timber Tax Resources
Alabama Forest Owners’ Association Interview
I was interviewed last week by the Alabama Forest Owners' Association as part of their Capital Ideas - Live! podcast. In the short interview, I...
Updated Tax Tips for Forest Landowners
Every year, the United States Forest Service, in conjunction with university extension professors, publish a tax tips sheet for forest landowners....
Q&A – Depletion Blocks vs. Depletion (Timber) Accounts
The difference between depletion blocks and depletion accounts is often confused by forest landowners and Christmas tree growers. As a quick...
The 3 Types of Qualifying Reforestation Expenditures
There are 3 main types of reforestation expenditures that qualify for accelerated deduction under Internal Revenue Code (IRC) § 194. Forest...
Trusts and Stepped-Up Basis
Every Christmas tree grower and forest landowner should review their estate plan to determine the impact of a recent IRS ruling involving grantor...




