Oil and Gas
Direct participation in oil and gas investments designed for accredited investors seeking potential tax efficiency, long-term cash flow, and portfolio diversification.
Up to 90% immediate tax deduction potential through Intangible Drilling Costs (IDC)
Potential long-term cash flow and investment returns
Direct participation in U.S. oil and gas ownership
May help offset multiple forms of income, including business income, W2 income, capital gains, and Roth conversions
May help offset multiple forms of income, including business income, W2 income, capital gains, and Roth conversions
Sponsor quality, experience, and structure are critical and should be understood in detail before investing
Important items to understand when evaluating a sponsor:
Whether the fund is offered through a broker dealer or other regulated distribution platform
Whether the fund utilizes leverage and how debt is structured
Risk mitigation strategies used to help manage oil and gas price volatility
Geographic location and quality of production assets
Number of wells or assets within the fund structure
Sponsor track record, operational experience, and historical performance
Alignment between sponsor and
investor capital participation
Example:
$1000,000
Investment
90%
deduction
potential
$90,000
deduction
potential
37%
Tex Rate
$33,300
potential
immediate tax savings
This is not tax or legal advice.
Investors should consult their CPA or tax advisor regarding their specific situation.
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