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Gas Royalty Owners

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Tax Planning 

I grew up on a farm like many royalty owners. You may actual know the farm that I grew up on. We turned our family farm into a wedding venue called “The Barn at Glistening Pond”.  I have been heavy involved with the natural gas boom since the very beginning. I was a member on the Wyoming County Landowner Core Team and performed all that tax research for the group through my separate tax practice. My separate tax practice specializes in only two areas, those tax issues related to natural gas royalties and taxes related to investments.   

               Since royalties fluctuate significantly from year to year, some years you might want to do Roth Conversions. There maybe may other tax planning strategies that you are missing.

Investment Planning

In 2002 I started Straightforward Wealth Management.  To start investing in all potential opportunities, investors need two things: an understanding of which investment products and strategies are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs. Straightforward Wealth Management takes pride in helping our clients understand their financial plan and investments so they can pursue their goals. We seek to build long-lasting relationships with our clients and help them plan for the many financial milestones throughout life.

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