Matthew Iak, Executive Vice President and Director, U.S. Energy Development Corporation discusses end of year tax planning strategies for an evolving tax code, direct energy investment opportunities and risks.
Coupling investments with tax planning strategies has become far more challenging due to the complexity and evolution of the tax code. These roadblocks have limited the tax-planning maneuvers that your HNW investors need most.
A leader in direct energy investments, U.S. Energy combines high-quality, direct energy assets with tax planning strategies designed specifically to fit within the tax code – providing clients with upfront and/or long-term tax benefits, tax efficient income and a wealth of tax planning opportunities you may have never known were possible.
For more information, register and watch U.S. Energy’s webcast: Don’t Make Paying More Taxes Your New Years Resolution. Join U.S. Energy for an in-depth webcast on some of the most impactful tax planning maneuvers that are available for 2021.Our discussion will include various concepts, including:
- Up-front tax deductions that reduce Ordinary Income
- Tax-Free Capital Gains planning with Qualified Opportunity Zones
- “Tax-free” Roth IRA conversions, Maximizing QBI Deductions
- Offsetting RMD’s
- 1031 Exchanges and alternatives to them
- Gifting and Estate tax reduction
Register Now Matthew Iak is the Executive Vice President of U.S. Energy Development Corporation and a member of the company’s Board of Directors. He has overseen the capital raise of more than $1.6 Billion since he joined the company in 2005. Mr. Iak has extensive knowledge of private placement, Regulation D, and estate and tax planning strategies. He has led the construction and underwriting of multiple new investment structures in the oil and gas space which include, energy 1031 exchange funds, private capital acquisition funds, and most recently qualified opportunity zone funds.