Matthew Iak, EVP & Director, U.S. Energy Development Corporation discusses the state of the energy market and how advisors can leverage alternative investing and tax planning to build client relationships and achieve longterm investment goals.
U.S. Energy combines its decades of experience in the oil and gas industry with its progressive approach to wealth management and tax planning. 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. High quality alternative investing can help advisors diversify their portfolio in volatile markets, deliver income opportunities, and build assets over time through sophisticated tax advantages.
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.
To learn more, register for U.S. Energy’s webcast: Energy Renaissance: Using Tax Strategies To Grow AUM
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!