Services For Landowners – Rea CPA

Services For Landowners

Providing Peace Of Mind So You Can Enjoy What Really Matters

Yesterday, your land was just, well … land. But today, it’s worth more to you and your family than you ever could have imagined. Now you are face-to-face with questions like:

Have I entered into a fair contract?
Is this oil & gas company paying be a fair price for the use of my land?
What repercussions will this agreement have on my tax payments?
Can this new income stream be managed?
How can I use this revenue to provide for my family after I am gone?
Who can I call if I have questions about my oil & gas contract?

We’ve got answers
Rea & Associates’ oil & gas wealth enhancement team can take the worry off your plate while working to lay the foundation needed to manage your new found wealth. Our Ohio-based team of industry professionals works with landowners in Ohio, Pennsylvania and West Virginia to develop a long-term success plan that’s tailored to your unique circumstances and challenges. Before you know it, you will have the time you need to enjoy your prosperity with those who matter most.

Take a closer look at our oil & gas services for landowners:

Pre-Production Oil & Gas Wealth Management Services
Your Rea CPA will:

  • Oversee and coordinate all of your service providers, such as your attorney, investment advisor and insurance agent.
  • Conduct quarterly or annual meetings (depending on your needs)
  • Be available by phone or email at all times
  • Manage your progression through the Four Pillars Strategy – contact us to learn more.
  • Deliver your long-term success plan, which will detail your tax savings, asset protection, estate planning and the overall value our management team will bring to the forefront

Post-Production Oil & Gas Wealth Management Services
Your Rea CPA will:

  • Oversee and coordinate all of your service providers, including your attorney, investment advisor and insurance agent
  • Conduct quarterly or annual meetings (depending on your needs)
  • Be available by phone or email at all times
  • Facilitate estate planning decisions, such as:
  • Whether it would make sense to gift funds to the next generation from a tax and estate perspective
  • Annual monitoring of the constantly changing federal estate tax landscape
  • Share tax savings ideas that will further promote sustainable wealth management options, such as utilizing:
  • Management company – 401(k) deferral
  • Income tax spreading
  • Manage quarterly bookkeeping responsibilities
  • Conduct annual or quarterly royalty monitoring services to ensure to proper compensation

Additional Services For Landowners

  • Year-end income tax projections
  • Individual & business tax return preparation
  • Royalty revenue monitoring
  • Royalty revenue auditing
  • Monthly or quarterly bookkeeping
  • Retirement plan services
  • Family office support

Email Rea & Associates to speak with an oil & gas industry professional and learn more about how our comprehensive pre- and post-production oil & gas wealth management services are tailored to meet the needs of landowners in Ohio, Pennsylvania and West Virginia.