CONTINUING EDUCATION FOR IARS MAY BE REQUIRED IN YOUR STATE

Oil & Gas Tax Strategies for IARs

Note: this couse is eligible for CE Credit for IARs in states where CE is required.

This course introduces Investment Adviser Representatives to the tax planning considerations and reporting implications of investing in oil and gas partnerships. Topics include how the One Big Beautiful Bill, Tax Cuts and Jobs Act (TCJA), Qualified Business Income (QBI) deduction, Roth conversions, and Opportunity Zone rules apply to energy-related investments. The course also covers the structure of drilling funds and their impact on taxable income, with an emphasis on compliance, suitability, and client communication.

NASAA IAR CE Webinar Thumb

Sign up below to be notified when the next NASAA IAR CE eligible event is scheduled.