Ep 143 - Advanced Oil & Gas Tax Strategies (Exclusive Client Workshop Preview!)

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We share an exclusive client workshop on advanced oil and gas tax planning and how the tax code can turn a passive energy investment into a powerful deduction strategy. We lay out how IDC and depletion work, where the real risks live, and how to coordinate oil and gas with real estate, capital gains, and retirement moves.

• why working interest oil and gas can create non-passive losses that offset W-2 income
• how intangible drilling costs drive large first-year deductions and why timing matters
• what depletion deduction does for ongoing cash flow tax efficiency
• differences between investing with an operator, a diversified fund, or royalty rights
• oil and gas versus real estate tradeoffs on appreciation, leverage, and tax control
• stacking cost segregation losses with oil and gas profits for smoother tax outcomes
• using oil and gas planning for capital gains mitigation and potential 1031 exchange paths
• retirement planning ideas including self-directed IRA considerations and Roth conversion tax math
• gifting strategies for estate planning and income shifting to family members
• qualified opportunity zone fund concepts tied to oil and gas and why the exit can matter
• how we model after-tax ROI so decisions are based on math, not hype

*If you want to see how any of these strategies may apply to you, go to http://www.prosperlcpa.com/apply and I'll personally send you a video illustrating what's possible.