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Description

U.S. Energy Development Corporation's Continuing Education course on oil & gas taxation is designed for financial advisors, covering the current oil & gas market landscape—including global supply/demand trends, geopolitical factors, and pricing history—before diving into the tax mechanics of drilling fund investments (intangible drilling costs, depletion, depreciation) and Qualified Opportunity Zones, then applying those concepts to real-world planning strategies such as offsetting W-2 income, RMDs, QBI deductions, and Roth conversions, with periodic knowledge-check breaks throughout.

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Continuing Education
Financial Planning
Investment Planning
Tax
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1.0
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In-person seminar/event
Live webinar/online presentation
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CFP
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Intermediate
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