(Missed) Opportunity Zones – Why Investors Should Take Note
By now, the majority of mutual fund portfolio managers and investor-class financial planners are aware of opportunity zone investing. It’s a relatively new investment vehicle created by the Tax Cuts and Jobs Act of 2017 and primarily designed to foster economic redevelopment in impoverished areas across approximately 8,700 U.S. census tracts. While the benefits of this investment […]
Video: CPA Academy – Advanced Tax Planning Strategies for 2021
As we’re barely halfway into 2021, and deficits have gone from billions to trillions in a blink of an eye. It’s not hidden who is going to pay for the spending- it squarely falls on the high net worth. Access to tax-advantaged and tax-free vehicles has never been more vital to the wealthy than now. […]
Applying Opportunity Zones to Oil and Gas Investments
How can the Opportunity Zone incentive be applied to energy investments in the oil and gas sector? Matthew Iak is executive vice president of U.S. Energy Development Corporation and has overseen the capital raise of $1.5 billion since 2005. Episode Highlights The appeal of the Opportunity Zone tax incentive in the energy industry, and why […]
Podcast: S&P Global Platts
Opportunity zones are tax-advantaged investment vehicles that grew out of the Tax Cuts and Jobs Act of 2017 to bring economic redevelopment to impoverished areas. For the oil and gas industry, opportunity zones can benefit producers and investors. US Energy Development, a small upstream producer, recently added an opportunity zone to its portfolio in New […]
Video: Tax Planning with Opportunity Zones
One month into the Biden Administration and policy shifts are already underway which will impact the future of energy and oil development in America. In this video, U.S. Energy reviews the regulatory and tax policy changes on the horizon, how it impacts new investments in energy, and the steps investors can take to prepare. [gravityform […]
Video: Tax Planning with Opportunity Zones in Energy
For investors with capital gains, Opportunity Zone Investments are one of the most impactful tax planning tools in the market today. In this video, U.S. Energy explains the upfront, ongoing and long-term tax benefits of opportunity zone funds, how energy projects differ from real estate, and the important deadlines you need to know for 2021. […]
Tax Planning with Opportunity Zones In Energy
For investors with capital gains, Opportunity Zone Investments are one of the most impactful tax planning tools in the market today. In this video, U.S. Energy explains the upfront, ongoing and long-term tax benefits of opportunity zone funds, how energy projects differ from real estate, and the important deadlines you need to know for 2021. […]
U.S. Energy Development Corporation Continues to Expand its Projects in the Permian Basin
Oil and gas direct investment leader acquires additional interests in two projects ARLINGTON, TEXAS – February 23, 2021 – U.S. Energy Development Corporation (U.S. Energy), an exploration & production (E&P) firm which provides direct investments in energy, has announced the acquisition of interests in the Shetland and WarWink oil development projects. Both assets are core […]