Save Your Seat

Generate Passive Income from America's Energy Boom

Discover tax-advantaged strategies to invest in oil and gas with unique benefits including deductions up to 85% of initial investment and monthly cash distributions.

Investment Highlights

15-20%

Typical annual returns

85%

Up to tax deductions

Monthly

Cash distributions

How It Works

2) Learn the Frameworks

Risk basics, custody choices, and how to spot hype vs. fundamentals.

1) Save Your Seat

Pick a webinar time that fits. We’ll send reminders and the workbook.

3) Build Your Plan

Use our checklists to craft a right-sized, diversified approach.

How Oil & Gas Income Investing Works

Understand the path from projects in the field to potential monthly checks. Education only—not investment advice.

1) Source & Underwrite Projects

Leases, geology, decline curves, operator history, AFE, and cost structure are reviewed before any funding.

2) Invest via Royalty or Working Interest

Royalty interests share revenue with no operating costs; working interests share both revenue and expenses/risks.

3) Collect, Report & Reinvest

If wells produce, net revenue is distributed per interest after expenses. Expect K-1s and periodic reporting.

Distributions are not guaranteed. Projects can underperform or lose capital.

Due Diligence Checklist

  • Operator track record & HSE practices
  • Geology & decline-curve assumptions
  • Lease status, term, royalties, burdens
  • AFE vs. cost controls; overrun plan
  • Hedging policy & counterparty risk
  • Fee stack & alignment of incentives
  • Insurance, bonding, and contingencies
  • ESG/environmental compliance history
  • Distribution policy & cadence
  • Exit options & transfer restrictions

Understanding Oil & Gas Tax Advantages

Intangible Drilling Costs (IDCs)

A portion of drilling costs may be deductible in the year incurred, reducing taxable income. Limits and phase-outs may apply.

Depletion Allowance

Percentage or cost depletion may apply to a portion of production income. Rules vary by interest type and taxpayer.

Reporting & Caveats

Expect Schedule K-1 and potential multi-state filings. Deductions can be subject to AMT or recapture. Consult a qualified tax advisor.

Tax treatment varies by structure and individual circumstances. This is general education, not tax advice.

Who Qualifies?

These opportunities are often limited to accredited investors and may suit investors with longer time horizons and higher risk tolerance.

Accredited Investor Criteria

Examples of typical criteria (varies by jurisdiction):

  • Income ≥ $200k ($300k with spouse) in each of last 2 years
  • Net worth ≥ $1M (excluding primary residence)
  • Certain professional licenses/entities may qualify

Suitability Snapshot

Self-check before exploring any offer:

  • Multi-year horizon; limited liquidity is acceptable
  • Comfort with commodity price volatility
  • Portfolio can tolerate potential loss of capital
Eligibility and requirements vary by offering and jurisdiction. This is general education—not legal or investment advice.

Common Questions

Like all investments, risk exists. Proper due diligence, operator selection, and diversification manage risk effectively. Working with experienced operators with proven track records minimizes drilling risk.

Typically $25,000-$100,000 depending on investment structure. Partnerships often have lower minimums than direct working interests.

Drilling and completion take 3-6 months. Monthly distributions typically begin 4-7 months after investment. Tax benefits are claimed the same year.

Yes, through a self-directed IRA. However, tax benefits may be limited. We’ll discuss the pros and cons in detail during the webinar.

A working interest owner pays a share of drilling and operating costs but receives a larger share of the revenue. A royalty interest owner pays no costs but receives a smaller, passive share of revenue.

Production is highest in the first 1-3 years and then declines gradually over 10-30+ years, providing a long-term income stream.