『5: Capitalizing on Oil and Gas Investing for Cash Flow and Tax Reduction』のカバーアート

5: Capitalizing on Oil and Gas Investing for Cash Flow and Tax Reduction

5: Capitalizing on Oil and Gas Investing for Cash Flow and Tax Reduction

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In this episode of the Transformational Wealth Podcast, host Marc Henn sits down with Fred Gratz, Director of Business Development at US Energy Development Corporation, to demystify oil and gas investing for high-net-worth individuals and forward-thinking wealth builders. They break down what makes energy one of the critical “super asset classes”—from its essential role in the U.S. economy to its unique ability to deliver both strong cash flow and significant tax advantages.

Fred shares his extensive experience in the sector, explaining how private investments in oil and gas, especially via drilling programs and mineral rights, offer distinctive benefits for reducing ordinary income taxes and balancing a diversified portfolio. The discussion delves into the intricacies of IRS tax code, highlighting how intangible drilling costs (IDCs) and other incentives create rare opportunities for investors to combine tax planning with economic growth.

Listeners will also learn about Opportunity Zones and 1031 exchanges, including how current and proposed changes in U.S. policy could impact energy investing. Fred and Marc provide practical tips for evaluating oil and gas investment sponsors, understanding risk mitigation through hedging and insurance, and structuring investments based on personal goals and tax situations.

You can find Marc's book, Power Plays of the Wealthy, at https://marchenn.com/ or anywhere books are sold.

Marc Henn is a licensed Investment Adviser with Harvest Financial Advisors, a registered entity with the U. S. Securities and Exchange Commission.

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