On September 26, 2014, TMShorizons.com sponsored a TMS Wealth Management Conference that was held at the Regional Workforce Training Center at Southwest Mississippi Community College. Below are videos of the sessions at the event. For bios of the speakers, please click here.
Mississippi Legal Considerations - Slides (PDF)
Stan Ingram, Attorney
Louisiana Legal Considerations
J. Davis Powell, Attorney
Fair and Timely Royalty Payments
Chris Shannon, Sanchez Oil & Gas
Investment Options
Chad Lindsey, Raymond James
Capitalizing & Preserving Wealth
Key Smith, Natchez Wealth Mgmt
Social Security & Oil Income
Sam Taylor, Wealthview Capital
Federal/Lousiana Tax Considerations - Slides (PDF)
Bruce Harrell, CPA
Federal/Mississippi Tax Considerations - Slides (PDF)
Silas Simmons, LLP
Online Info & Monetizing Minerals - Slides (PDF)
Ben Waring, Arpent Energy
Preserving & Transferring Wealth - Slides (PDF)
Randy Williams, MSFS, CFP ®, ChFC
Alternative Investment Options
Hollis 'Bubbe' Day
Louisiana TMS Royalty Partnership
Peter Tesarek
Estate Planning - Slides (PDF)
Glover Russell P.A.
Lease to Production - Pictures! - Slides 1 - Slides 2 (PDF)
Tom Lewis, Landowner, Lewis 7-18H-1
