How RIAs Can Use Direct Energy Investments to Reduce Taxes and Create Tax-Efficient Income
Unlocking Tax-Efficient Strategies through Energy Sector Investing
Earn1 CE Credit: CFP®, CPA®, CFA®, IWI®
Why Attend This Webinar?
This CE-eligible webinar is designed for fee-only financial advisors seeking new ways to deliver tax efficiency and long-term return potential in client portfolios.
Join a panel of industry experts and tax professionals as they explore how direct energy investments can complement broader tax and income planning strategies, such as offsetting ordinary income, supporting Roth conversions, and minimizing estate tax exposure. The session will also address the unique implementation challenges RIAs face, including onboarding, reporting, and billing.
What You’ll Learn:
Fundamentals of Oil & Gas Tax Benefits: IDCs, TDCs, and Depletion
Case-Based Planning: W-2 Offsets, Roth Conversions, Estate Planning
Onboarding for RIAs: Suitability, Liquidity, Risk, and BillingModels
Due Diligence: Sponsor Structures, Fee Transparency, and Red Flags
Working with Clients: Planning, Calendaring, and CPA Collaboration
Featured Speakers:
Steve Blackwell CEO
Invito Energy Partners
Darren Whissen
Managing Director, Investor
Relations – Invito Energy Partners
Steven Jarvis
CPA, CEO – Retirement Tax Services
Featured Speakers
Our speakers are at the forefront of financial innovation and personal growth, bringing you the latest strategies and success stories from diverse industries.
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Steve Blackwell
CEO – Invito Energy Partners
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Darren Whissen
Director, InvestorRelations – Invito Energy Partners
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Steven Jarvis
CPA, CEO – Retirement Tax Services
What You'll Receive Upon Registration:
Calendar invite (Outlook,Google, iCal) with Zoom webinar access instructions
Immediate access to an Executive Summary (PDF – no gate)
CE Credit Requirements:
To earn credit, attendees must:
Join the live session in full
Complete both embedded knowledge quizzes during the event
Can’t Attend?
No problem. Register anyway and we’ll sendyou the replay and CE details as soon as they’re available.
📅 Event Details
ForRIAs: Tax-Advantaged Energy Investing
Date: Thursday,August 12, 2025
Time: 9:00AM PT / 12:00 PM ET
CE Credit: 1 hour (CFP®, CPA®, IWI®, CFA®)
Reserve Your Spot
Disclosures: This webinar is intended for licensed financial professionals only. CE credit is available for CFP®, CPA®, CFA®, and IWI® designations and will be awarded only to those who meet attendance requirements and complete the mandatory knowledge checks. The content presented is strictly educational and should not be construed as investment, tax, or legal advice.
Attendees are encouraged to consult their own compliance teams and tax advisorsbefore implementing any strategy discussed.This program does not promote or recommendspecific investment products. No compensation is received by the presenters inconnection with any offering discussed