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Understanding the Tax Benefits of Oil and Gas Investing

Some of the most appealing aspects of oil and gas investments are the tax advantages embedded in several different types of investment programs. The oil and gas programs with the most significant tax benefits are direct participation programs (DPP), and they include: Exploratory drilling programs (commonly known as wildcatting) These programs involve searching for oil or gas in new unproven areas or non-producing formations. Exploratory programs are generally considered the riskiest type of oil ...

Oil & Gas By on Jul 27, 2022

A Brief History of Oil and Gas Investing

In 1859, Edwin Drake drilled what many believe was the first oil well in the U.S. near Titusville, Pennsylvania. Drake could not have imagined how his discovery would create an industry that changed the world. Investment in oil and gas exploration increased over the next forty years, with activity expanding beyond the Appalachian mountains into other areas of the country. Early drillers sought oil to refine into kerosene for lamps, a new lighting technology at the time.

Oil & Gas By on Jul 13, 2022

Different Approaches to Oil & Gas Investing

Our previous post discussed the potential advantages of Oil & Gas investing to help address today’s investment challenges. We focused that discussion on the most common private investment strategies, which included: Drilling Partnerships Direct Investments in Working Interests Direct Investments in Royalties

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 27, 2022

Oil & Gas Investing Advantages for Today’s Challenges

The Oil & Gas industry may have a “boom and bust” reputation among many, where fortunes have been won and lost over decades due to an array of factors often out of the investor’s control. Yet, the industry remains a compelling option for many investors, as it has the potential to provide certain advantages that other investments may not.

Financial Planning Financial Advisor Diversification Alternative Investments Oil & Gas By on Jan 10, 2022

Investing in Oil & Gas with a 1031 Exchange

Many real estate investors are familiar with the 1031 exchange and how it can be used to defer capital gains taxes on the sale of investment property when reinvesting in “like-kind” replacement property. The like-kind definition under IRC Section 1031 is relatively broad, stating that properties must be held for business or investment purposes but do not need to be of the same grade or quality. For example, an apartment complex can be exchanged for farmland or an office building for a self-stora...

Financial Planning Financial Advisor DST Diversification 1031 Exchange Alternative Investments Oil & Gas By on Nov 30, 2021