Don’t Make Paying More Taxes Your New Years Resolution – US Energy – 12.22.21

Overview:
Title: Don’t Make Paying More Taxes Your New Years Resolution
Date: Wednesday, December 22, 2021
Time: 1:00 PM Eastern Standard 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 an in-depth examination of some of the most impactful tax planning maneuvers that are available for 2021.

Our discussion will include various concepts, including:

  • Up-front tax deductions that reduce Ordinary Income
  • Tax-Free Capital Gains planning with Qualified Opportunity Zones
  • “Tax-free” Roth IRA conversions, Maximizing QBI Deductions
  • Offsetting RMD’s
  • 1031 Exchanges and alternatives to them
  • Gifting and Estate tax reduction

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 $1.6 Billion since he joined the company in 2005.

Mr. Iak has extensive knowledge of private placement, Regulation D, and estate and tax planning strategies. He 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.

In addition to being on the Board of Directors at U.S. Energy, Mr. Iak is a member of the company’s second generation leadership team, serves as the President for a series of family real estate and real estate management companies, and is the CEO and President of U.S. Energy’s Managing Broker Dealer, Westmoreland Capital Corporation. Mr. Iak is also a board member for Real Asset Advisor.

Prior to joining U.S. Energy, Mr. Iak worked as a financial advisor and oversaw client assets in excess of $1 Billion.

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 is a graduate of Canisius College and holds his FINRA Series 7, 24, 63, and 66 licenses.