TaxPlanIQ Insider

April 2024

April 26th, 2024

This month’s newsletter is brought to you by Vistia Capital

Vistia Capital prides itself on connecting investors with opportunities and strategies to build and protect wealth.

Whether it’s investing in Oil & Gas, Opportunity Zones, Solar Funds or a Real Estate Freehold (aka Fee Simple), Vista Capital can support you in helping your clients understand the best types of investments available to them.

Their team has over 50 years of collective experience helping investors add value to their portfolios with options in alternative real estate development, and they personally vet every single investment opportunity.

Alternative investments may be some of the best ways to reduce taxes for high income clients. But how do you know which Broker-Dealers to approach? And do they offer a variety of investment opportunities?

Our partner Vistia Capital can support you in helping your clients understand the types of investments available to them. Think: Oil & Gas investments, Opportunity Zones, Solar Funds or a Real Estate Freehold (aka Fee Simple).

Learn more about Vista Capital and their offerings at www.vistia.com

We had the pleasure of celebrating the end of tax season with the Vistia team and our coaching clients in Napa , CA!

Our team has been hard at work in April, building several new features and updating functionality in TaxPlanIQ.

Don't forget to join our weekly TaxLabs -- these are sessions exclusively for TaxPlanIQ subscribers and coaching students to ask anything from strategy-specific questions to firm operations and everything in between.

If you have not attended one of our weekly Tax Labs or have recently had a refresher on all the software can do for you, now is the time! TaxPlanIQ subscribers and coaching students can join us weekly on Thursdays at 2pm ET / 11am PT as we review tax strategies and plans. If you'd like to attend, please register HERE or click the button below.

REGISTER FOR TAX LAB

🗓️ Upcoming Power Hour on the Oil & Gas tax strategy -- April 30th @ 4pm ET / 1pm PT

Jackie Meyer, CPA, meets with Chase Ravsten, a Registered Representative of Vistia Capital, LLC, Member FINRA, SIPC. They will discuss Oil & Gas Investments as a tax planning strategy. This strategy focuses on investing in the oil and gas sector, encompassing direct investments in oil and gas projects, participation in Master Limited Partnerships (MLPs), and ownership of oil and gas royalties. It offers potential tax advantages, such as deductions for Intangible Drilling Costs (IDCs) and depletion allowances, along with the liquidity and tax benefits of MLPs, and the steady income stream from oil and gas royalties. Earn 1 hour of CPE provided by CPA Academy.

REGISTER FOR POWER HOUR

TaxPlanIQ Enhancements

Embedded URLs added in jAIne

TaxPlanIQ recently added embedded links into the TaxPlainIQ Chatbot (jAIne) which will provide relevant hyperlinks when you are requesting information about tax strategies. This enhancement aims to provide you with a seamless and informative experience, enabling you to quickly access the resources you need in order to understand and apply the latest tax strategies.

Join Us for an Exclusive Q&A Session with Leading Industry Experts!

Last week, our Napa accounting summit brought together some of the brightest minds in finance and tax strategy. Due to popular demand, we are hosting a special follow-up Q&A session with our esteemed partners. This is your opportunity to delve deeper into cutting-edge accounting and financial strategies directly with the experts.

Bonus Material:

Attendees will gain exclusive access to our half-day summit recordings from Napa, including:

Chuck's Top Tips: All-time best advice as he approaches retirement.
Jackie's Balance Sheet of Life Workshop: A unique approach to achieving work-life balance.
David's Acclaimed Defined Benefit Plan Presentation: Learn why this strategy is crucial for your financial planning.

REGISTER FOR Q&A SESSION