Fall Back Into Tax Planning Season By Learning About Unique Tax Planning Tools – U.S. Energy Development Corporation – 9.7.22

Overview:
Title: Fall Back Into Tax Planning Season By Learning About Unique Tax Planning Tools
Date: Wednesday, September 07, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

Join us for this timely update and outlook on the energy sector and specifically oil and gas markets. Our team will further discuss tax planning strategies and tools to improve overall portfolio risk/return profiles for investors. Finally, we will take live questions from the advisor audience.

Speakers:
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.