Oil & Gas Tax Incentives, With Sarah Sullivan

Many high net worth investors are familiar with the tax savings potential associated with real estate. Oil and gas investments can unlock even more valuable tax benefits.

Sarah Sullivan, CEO at SuGo Capital, joins Michael to discuss why oil and gas investments feature unique tax incentives and how high earners can benefit from significant write-offs in early years.

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Episode Highlights

  • Comparison of the tax benefits associated with real estate with those available to energy investors.
  • Discussion of the reasons to be bullish on oil and gas despite continued shifts towards renewable energy.
  • How the inherent risk in drilling projects can be managed through diversification.
  • The importance of removing emotion from investment decisions and following rules-based systems.
  • How losses from energy investments can be used to “finance” a Roth IRA conversion.

Episode Resources

Today’s Guest: Guest, Company

About The Tax Efficient Investor Podcast

On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.

Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.