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Jun 3
28m 48s

Oil & Gas 101: Tax Benefits, How-To & mo...

Michelle Moses | CFP® & Realtor®
About this episode

We're diving into a new area of interest: Oil & Gas Investing. 

If you’ve ever wondered about the differences between drilling programs and royalty programs, how to spot a quality operator, or why oil and gas remain such a compelling option for accredited investors seeking both tax advantages and portfolio diversification, this conversation is for you.

Brad Updike, LLM, JD joins us from Mick Law PC, a premier oil and gas due diligence firm, to explain. 

Key highlights you don’t want to miss:

  • Oil & Gas 101:
    Brad explains why oil and gas is the 7th largest industry globally and why its market fundamentals continue to attract smart capital.
  • Investment Structures Explained:
    Learn the difference between investing in public oil and gas securities (like Exxon and Devon) versus private placements—including limited partnerships and mineral rights deals.
  • The Power of Tax Benefits:
    Discover how investors can utilize intangible drilling costs (IDCs), tangible equipment deductions, and percentage depletion to substantially lower their tax liability. Brad breaks down real-world scenarios of how these can shrink your investment’s out-of-pocket costs dramatically.
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