Stan Ingram is with Biggs, Ingram and Solop, PLLC, Attorneys at Law in Jackson, MS and has been a practicing attorney for over 33 years concentrating in the areas of Oil and Gas Law, Exploration and Regulatory Matters, Licensure and Certification Law, Health Law, Chancery Practice and Real Estate Matters. Before going to law school, Stan served as an investigator for the Mississippi Medical Board. After law school Stan accepted a position with a prominent Mississippi law firm exclusively practicing Oil and Gas law. Stan has developed expertise in examining title for the purpose of rendering preliminary, supplemental and division order title opinions; representation of clients before the State Oil & Gas Board, review and preparation of JOA’s, farmout agreements and other transactional matters, as well as energy litigation.
J. Davis Powell is licensed to practice law in both Louisiana and Mississippi and has a primary practice involving oil and gas law and associated property issues for land, mineral and royalty owners. A 2001 graduate of Millsaps College in Jackson, MS and a 2005 graduate of the University of Mississippi School of Law in Oxford, MS, Davis is a member of the Louisiana Bar Association, the Mississippi Bar Association and currently serves as a board member for the National Association of Royalty Owners – Louisiana Chapter.
Bruce Harrell, CPA, is native to and has been practicing public accountancy since the 1970’s in the TMS area. He and his firm are licensed to practice in both LA and MS. Throughout his career, Bruce has advised farmers, landowners, and oil and gas clients and is a land, timber and mineral owner himself. He plans to cover considerations that taxpayers should be aware of and plan for as they begin to receive income from the TMS. He will give an overview of the federal and state tax issues you might need to be aware, and even give some examples of what he has experienced as the activity of TMS has affected his client base and himself.
Silas Simmons, LLP-
Bennett M. Jeansonne, CPA/ABV, CVA (Benny) is a partner with Silas Simmons, LLP of Natchez, MS. He is a 1983 graduate of LSU with a Bachelor of Science in Accounting, was awarded the Accountant Advocate of the Year by the State of Mississippi, Small Business Administration in 1997 and is the 2014 recipient of the Mississippi Society of CPAs Public Service Award.
Peyton C. Cavin, CPA is a 2005 graduate of Southwest Mississippi Community College and a 2007 graduate of Mississippi College. He joined the accounting firm of Silas Simmons, LLP in May 2007.
Mr. Jeansonne and Mr. Cavin will provide insight into the federal and Mississippi tax considerations royalty and mineral owners should be aware.
Chad A. Lindsey, Financial Advisor, has been with Raymond James Financial Services for 17 years and serves on the Executive Council of Raymond James Financial Institution’s Division. He has a finance degree with a secondary interest in accounting from the University of Southern MS. Chad lives in the Thompson Community of Amite County and is a graduate of Centreville Academy and Southwest Mississippi Community college. He and his wife, Betsy, have 3 children: Ethan, Ruth and Wicker.
Tom Lewis is president of Liberty Insurance Agency, Inc with offices in Liberty and Gloster, Mississippi. In addition, Mr. Lewis has served as Amite County Chancery Clerk and City Administrator for the Town of Centreville. Mr. Lewis is also a farmer, landowner and avid record keeper, including pictorial records. As owner of the pad site for the Lewis 18-7H-1 well, he is here today to share pictures from survey marker to first truck load of oil and provide insight into what he learned along the way.
Christopher T. Shannon, was admitted to the State Bar of Texas in 2005 and has been working in the oil patch since 2008 as both a landsman and an attorney. He has worked on oil and gas matters in multiple jurisdictions and plays across North America. He received his undergraduate degree in Engineering from Texas A&M University and his JD from the University of Houston Law Center. Chris is a member of College of the State Bar of Texas; the State Bar of Texas: Oil, Gas, and Energy Resources Law Section; the Houston Bar Association: Oil, Gas and Mineral Law Section; the American Association of Petroleum Landsmen; and the Houston Association of Petroleum Landsmen. As the In House Landman for Sanchez Oil and Gas, Chris is here today to help us learn how to be paid timely and accurately for our royalties.
Benjamin J. Waring, JD CPL is Managing Member of Arpent Energy, LLC, a company out of New Orleans that invests in minerals and royalties in Louisiana and Mississippi, mainly in the Haynesville and Tuscaloosa Marine Shale plays.
He has been a consulting oil and gas landsman since the 1970’s, runs Waring & Associates Corp, a consulting company, and Energy Data Solutions, LLC, owner of OCS Bulletin Board website.
His company handles private and negotiated sales of oil and gas properties, including work with www.TMShorizons.com; onshore and offshore land and legal work with all agencies involved in Mississippi, Louisiana and the federal portion of the Gulf of Mexico; software mapping and reporting and internet applications specializing in energy information for the federal portion of the Gulf of Mexico; land and mineral consulting to help owners maximize their property value.
Ben attended Tulane University and graduated from Southeastern Louisiana University. He is a Certified Professional Landman with a law degree from Loyola Law School. He serves on the Board of Directors of the Professional Landsmen’s Association of New Orleans and is active in the American Petroleum Institute’s Delta Chapter, having served as Past Chairman. As a father of twin 23 year olds in college, Ben lives in New Orleans with his wife of 26 years, Kathleen.
Peter Tesarek is General Manager and founder of private partnerships that invest in oil & gas mineral rights in emerging shale reservoirs, currently focusing on the Tuscaloosa Marine Shale. These include MP2 TMS, LP, MP3 LA TMS, LP, MT GP, LLC and Comite Creek Land, LLC.
He holds a BS in Chemical Engineering from Rice University and an MBA in Finance from Columbia University and has more than 20-years of experience in the oil and gas industry in drilling, production and reservoir engineering, business development, finance and supply chain. He began his career with BP and has worked with Exxon, Saudi Aramco and Hess.
As Senior Manager of Global Supply Chain, Mr. Tesarek Implemented Lean processes, both internally and with suppliers, to enable Hess’s move to an unconventionals business model in the Bakken in North Dakota. His efforts resulted in reduced cycle times, improved and standardized contract price compliance from near-zero to greater-than-80% and a rationalized supplier base.
He is currently consulting with Halliburton Energy Services on their CYPHERSM Seismic-to-Stimulation Service suite of tools.
Unsatisfied with the win-lose dynamics of mineral rights transaction, in 2013, Mr. Tesarek founded the Louisiana TMS royalty cooperative to provide a unique method for mineral owners to diversify their assets / resources across the entire Louisiana portion of the Tuscaloosa Marine Shale.
Key Smith is an advisor at Natchez Wealth Management where he assists clients in retirement and estate planning, portfolio management and comprehensive financial planning. Key graduated cum laude from the University of Mississippi with a bachelor degree magna cum laude from the University of the Mississippi School of Law. After law school he practiced securities defense with a large law firm in Birmingham, AL representing Fortune 500 broker dealers and insurance companies. Key is active in the Natchez community and is an avid outdoorsman.
Randy Williams MSFS, CFP, ChFC is a Vice President and Wealth Management Consultant with Trustmark National Bank. He received a BS with an emphasis in Finance from the University of Southern Mississippi and a Master of Science in Financial Services from The American College in Philadelphia, PA. He holds a Life and Variable Contracts license and Series 7, 63, and 65 securities licenses. Mr. Williams is also a CERTIFIED FINANCIAL PLANNERTM professional and holds the Chartered Financial Consultant designation. He is a member of the Mississippi Estate Planning Council. Randy is a native of Magee and lives with his wife, Suzanne and daughter, Wright, in Madison. They attend St. Matthews United Methodist Church. Randy enjoys hunting and watching college football in his time away from work.
Brandon Creel operates an Allstate Insurance Agency in Franklinton, Louisiana. A 1992 graduate of Mississippi College, he has been active in the family business, Magee Feed Home and Garden with locations in McComb and Crystal Springs, MS and Franklinton, LA. As a mineral owner in the Tuscaloosa Marine Shale with ownership under a permitted drilling unit, Brandon is acutely aware of the opportunities and challenges facing mineral owners in the play. Brandon is married to Ellen Mccain Creel, an attorney. They have 3 sons.
Glover Russell, P. A. Attorneys and Counselors at Law -
Glover Alcorn “Russ” Russell, Jr. began practicing law in 1982 in Jackson, Mississippi and has developed a practice consisting of estate, business and tax planning, wills, trusts and probate. He started Glover Russell, P.A. in 2003, which has grown to four attorneys. Previously, Russ was a partner at Magruder Montgomery Brocato & Hosemann, PA, Phelps Dunbar LLP, and Watkins Ludlum Winter & Stennis, PA. He received a B.B.A. degree from Delta State in 1977, and became a certified public accountant in 1979. Thereafter, he received a Juris Doctor, cum laude, from University of Mississippi School of Law in 1981 and a Master of Laws (in Taxation) from New York University in 1982. He is married and lives in Jackson. He has two sons who also live in Jackson, and a daughter, son-in-law and four grandchildren who live in Centreville.
Erin E. Halford has been with Glover Russell, P.A. since September, 2012. She graduated in 2009 with a Bachelor of Arts in psychology from the University of Mississippi and in May, 2012 graduated with honors from the University of Mississippi School of Law. During her undergraduate studies, Erin gained experience in banking and real estate transactions and she gained legal experience clerking for a law firm in Batesville during law school.
T. McCall Stern has been with Glover Russell, P.A. since April 2007. She received her Doctor of Jurisprudence in May 2013 from Mississippi College School of Law, graduating Magna Cum Laude in the top 10% of her class while continuing to work with the firm and raising two wonderful children. McCall previously worked as an independent lobbyist and consultant and is very active in community service.
Samuel J. Taylor, CIMA®, AIF® founded Wealthview Capital, LLC in 2009 after a 25 year career in the financial services industry. During that time he worked as a financial advisor, portfolio manager and institutional consultant. Sam is a member of the Investment Management Consultant’s Association and holds IMCA’s prestigious Certified Investment Management AnalystSM designation. Additionally, he is an Accredited Investment Fiduciary® and a Chartered retirement Planning CounselorSM.
Wealthview Capital, LLC is an independent, fee-only, registered investment advisory firm offering investment management, goals-based planning and personalized financial advice delivered with a fiduciary standard of care. The firm is committed to helping its clients achieve their goals through intelligent, transparent and low-cost wealth accumulation, preservation and distribution strategies. Wealthview Capital serves a broad array of clients across the U. S.
Hollis Day, Jr. is the wise, witty voice of Sage Money Radio. He graduated in 1999 from Louisiana Tech University with a business administration degree. Over the next 8 years he worked as a high school football and baseball coach, nursing home administrator, and pharmaceutical representative. He also opened the Baton Rouge publication of Savvy and Sage Magazine, a bi-monthly publication for seniors.
Now Hollis specializes in life settlement investments and brings his passion to the people through AM 1150 WJBO radio. He most enjoys educating others on a common sense approach to investments and how to preserve their worth and avoid a stock market crash.
