US Energy – Energy Renaissance: Using Tax Strategies To Grow AUM – 9.29.20

Overview:
Title: Energy Renaissance: Using Tax Strategies To Grow AUM
Date: Tuesday, September 29, 2020
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

Coupling investments with tax planning strategies has become far more challenging due to the complexity and evolution of the tax code. These roadblocks have limited the tax-planning maneuvers that your HNW investors need most. A leader in direct energy investments, U.S. Energy combines high-quality, direct energy assets with tax planning strategies designed specifically to fit within the tax code – providing clients with upfront and/or long-term tax benefits, tax efficient income and a wealth of tax planning opportunities you may have never known were possible. Join U.S. Energy for a discussion on energy investment tax strategies to grow AUM where we’ll explore unique investment themes that help advisors attract and retain HNW clients by reducing their taxes while adding uncorrelated, tax-advantaged income to their portfolios. Strategies and topics will include:

  • Up-front tax deductions that reduce Ordinary Income
  • New 2020 Strategies from the Cares Act including NOL Carrybacks
  • Unique Benefits of Opportunity Zones in Energy for Clients with Capital Gains
  • “Tax-free” Roth IRA conversions, Maximizing QBI Deductions, Reduced Valuations for Estate Planning & more!

About U.S. Energy: A leader in oil & gas direct investments for clients with tax planning needs, U.S. Energy blends operational and financial innovation with a forward-looking approach. Over the past 40 years, the company has deployed more than $1.5 billion on behalf of investor partners in its tax advantaged drilling, acquisition, opportunity zone and 1031 exchange funds. Contact U.S. Energy for additional information: 800-636-7606 | www.usedc.com

Speaker:
Matthew Iak Matthew Iak Executive Vice President and Director U.S. Energy Development Corporation

Matthew Iak is the Executive Vice President of U.S. Energy Development Corporation and a member of the company’s Board of Directors. He has overseen the capital raise of more than $1.5 Billion in capital since he joined the company in 2005 and has led the construction and underwriting of multiple new investment structures in the oil and gas space which include, energy 1031 exchange funds, private capital acquisition funds, and most recently qualified opportunity zone funds. A highly sought after public speaker, Mr. Iak is frequently invited to present within the financial community on oil & gas economics, taxation, and financial planning. Mr. Iak holds his FINRA Series 7, 24, 63, and 66 licenses.
For Investment Professional use only. Not for distribution to potential investors.
Information provided in this webinar is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made by a Private Placement Memorandum to accredited investors. Oil and gas investments involve a high degree of risk and are not suitable for all investors. You should purchase these securities only if you can afford a complete loss of your investment. There is a lack of liquidity in oil & gas investments. Please refer to the Risk Factors section of any specific Private Placement Memorandum. Equipment pictured in the presentation is not owned by U.S. Energy Development Corporation or its partnerships, unless otherwise noted. Securities sponsored by U.S. Energy Development Corporation are offered through Westmoreland Capital Corporation (CRD 11469), Member FINRA/SIPC – an affiliate of U.S. Energy Development Corporation.