Reduce Taxable Active Income with an Oil & Gas Investment Opportunity

[Todd Harris]

Reduce Taxable Active Income with an Oil & Gas Investment Opportunity

• Are you a High-Net-Worth Individual (HNWI) looking to lower your taxable income?

• Would you like to apply your investment deductions against Ordinary or Active income (W2/1099) rather than just Passive income?

• Are you a business owner in need of year-end equipment purchases to reduce your tax liability?

• Have you recently completed a Roth IRA conversion and want to minimize the tax impact?

• Did you sell a property this year and missed the opportunity to complete a 1031 exchange?

If any of these scenarios apply to you, I may be able to help. As an Accredited Investor, you have the opportunity to participate in an oil and gas investment opportunity (506(c)) that could reduce your taxable active income, while putting your investment capital to work.

This offering allows you to take advantage of IDC deductions that can offset your ordinary or active income—such as W2 wages or business income—rather than just passive income like rental income or dividends.

This offering is unique in many ways compared to other oil and gas investment opportunities. Specifically, this offering has some of the lowest fees in the industry. It also mitigates risk and diversifies your investment in a number of different ways, which can be much different than other oil & gas offerings.

Reach out today to explore how this tax-efficient investment opportunity can benefit you. Keep in mind that if you are looking for a 2024 deduction, funds must be in by December 31. The new 2025 fund will start on January 1.

-Todd Harris

[email protected]