EP 73 - Oil & Gas Tax Investing Workshop w/ Patra Francis

The Mark Perlberg CPA Podcast

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Curious about how you can make the most of your investments in the oil and gas industry while navigating through complex tax benefits? This episode promises to equip you with a comprehensive understanding of both the economic advantages and the potential challenges of investing in this capital-intensive sector. Hosted with a focus on interaction and learning, we guide you through the intricate world of oil and gas investments, emphasizing strategic timing and asset class selection that can elevate your investment portfolio.
Join us as we unpack the nuances of tax benefits, such as intangible drilling costs and depletion allowances, which can significantly reduce your tax implications. We engage with the critical macroeconomic trends influencing the industry, including the transition to green energy and the impact of ESG criteria on private equity. Our discussion also casts light on the current energy landscape, revealing untapped opportunities for private capital due to the funding gap in oil and gas and the ongoing reliance on fossil fuels.
To round out your understanding, we delve into the varied investment strategies at your disposal—from royalty rights to working interests—and explore tax strategies that can enhance your returns. Our conversation extends to practical advice for navigating the operational structure of the industry, the importance of consulting with a CPA, and the potential risks involved. With this episode, you can expect to leave with a well-rounded perspective on how to leverage oil and g

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1. EP 73 - Oil & Gas Tax Investing Workshop w/ Patra Francis (00:00:00)

2. Oil and Gas Investment Workshop (00:00:27)

3. Tax Benefits and Energy Trends (00:11:48)

4. Investment Opportunities in Oil and Gas (00:20:52)

5. Tax Benefits in Oil and Gas (00:29:55)

6. Tax Strategies and Energy Investments (00:38:11)

7. Tax Strategies and Investment Diversification (00:43:28)

8. Passive Oil and Gas Investments (00:52:22)

9. Tax Evaluation and Resources for Clients (01:04:49)