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Free Strategy Hour · 1 CPE Credit Available

Oil & Gas:
How Your High-Income W2 or Business Clients Can Get Significant Tax Write-Offs & Income Distributions

 Date-Time-Icon-White - (344x317)Wednesday, June 17, 2026 12PM EST/ 9AM PT

Chase Ravsten Headshot- Yellow Circle

Chase Ravsten 
President
Vistia Capital

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about the Oil & Gas strategy.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat the Oil and Gas strategy is and how it generates first-year deductions through intangible drilling costs, depletion, and equipment depreciation, plus the potential of income distributions

Yellow Checkmark-Marker StyleHow Oil & Gas differs from other tax strategies

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleYour role as the accountant and what Vistia Capital handles for you

About Your Hosts

Meet The Experts

Chase Ravsten Headshot- Light Blue Circle

Chase Ravsten 

President of Vistia Capital

As a Vice President at Vistia Capital, Chase oversees raising capital, business development, and providing the best alternative investments and opportunities for his clients. With over 14 years of experience in various sales and advisory roles in the financial services industry, Chase brings a personalized approach that utilizes his knowledge of investments, retirement, and strategic planning.
Chase works to ensure that his clients have the information and resources to make sound financial decisions. He believes that building long-term relationships with clients is the best way to help them reach their goals no matter what stage of life they are in.

Chase holds his series 7 and 63 licenses and a Bachelor’s degree in Entrepreneurship, with minors in Spanish, and Financial Planning from Utah State University.

Chase loves spending time with his wife and three beautiful girls. An avid outdoorsman, Chase stays active mountain biking and skiing. As an active member of his community, he has been involved in Boy Scouts, numerous charities, and helping those in need.

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn Oil & Gas strategy?

Wednesday, June 17 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit