Timberland investments

Solutions rooted in the deep understanding of your business and your industry

The timberland investment industry faces a variety of complex issues. Whether you are structuring investment vehicles, designing management and incentive fee agreements or navigating complex accounting and tax issues, RSM has the right technical expertise and industry-specific perspective to provide the meaningful advice you need. Our team leverages significant knowledge gained through serving the timberland investment industry globally for more than 20 years.

Timberland investment focus

RSM's industry expertise extends to clients in all areas of the timberland investment industry, from private accounts to pooled funds to the largest private timber REIT in the U.S. We provide services to more than 30 national and international timberland investment funds and forest product-related entities, owning more than six million acres of timberland.

Tax services

Whether you're doing business in the U.S. or globally, every market presents complex planning and compliance challenges that must be understood individually, but addressed collectively. Our timberland investment team offers broad-based knowledge, with a global perspective, to help build successful strategies that benefit your company and your stakeholders in the U.S. and abroad. Services include:

  • Depletion reviews
  • Fund structuring
  • International tax planning
  • REIT structuring and compliance
  • Timberland investment specific planning
  • Unrelated business income planning

Assurance services

Our team has significant industry expertise, which allows us to focus the audit on key areas and develop audit strategies to address unique risks. This understanding also allows for maximizing audit efficiency and minimizing cost in the audit process. Assurance services we provide include:

  • Audit and attestation services
  • Conversion to international financial reporting standards (IFRS)
  • Financial statement preparation in accordance with U.S. generally accepted accounting principles and IFRS
  • Internal controls consulting
  • Quarterly financial reporting
  • SSAE 16 audits (SOC 1 and SOC 2)
  • Wood supply agreement compliance and verification

Timberland investment speciļ¬c planning

We understand that navigating the timberland investment industry requires an advisor who will provide specialized insight on issues affecting your business. From addressing property and wood supply issues to management and incentive fee structure consulting, we offer advice based specifically on your plot in the world marketplace.

Transaction consulting

From acquisition to final disposition, RSM guides you through the complex transaction process to ensure you have addressed all relevant accounting and tax issues.



International tax considerations for timberland investment funds

In recent years, the IRS has significantly increased efforts to enforce international tax reporting and withholding obligations.

  • September 16, 2015

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Jeffrey Mardis
Timberland Investment Lead