October 12, 2023
Join us as we host Fred Gratz for an evening of education and strategy. Fred will walk through some misconceptions about the energy sector and some useful tax and estate planning strategies. We’ll start with an energy sector overview (oil, natural gas, solar and other alternatives) and share strategies that help in four areas:
- Current Year Tax Deductions
- Future Cash Flows
- Capital Gain Deferral and Elimination
- Tax-Advantaged Growth
Join us to learn more and see how these results make a dramatic impact on your overall wealth over time.