IDC Tax Strategies
February 15, 2024 | 1:00 PM CST
This webinar will discuss the strategic uses of the IDC to reduce taxes. Special attention is paid to use in Roth conversions.
Guest Speaker: Duncan VanDurme
Director of Business Development
Central Region
U.S. Energy
Duncan educates high-net worth investors, Family Offices and institutions on direct investments in energy, tax deductions, qualified Opportunity Zone Funds, Mineral Exchange Investments - all allocating capital to the energy sector in the United States.
U.S. Energy Development Corporation provides access to institutional-quality, private-equity style investments in Energy that is in accordance with ESG and sustainable investing.
Register
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
There are retirement account risks that could diminish investor returns, such as, but not limited to: low interest rates, market volatility, withdrawal timing and sequence of returns risk, government policy uncertainty and increased longevity. Prospective investors should perform their own due diligence carefully and review the “Risk Factors” section of any prospectus, private placement memorandum or offering circular before considering any investment.
Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Thornwood Financial is independent of CIS, CAM, and CIA, all of whom are independent of Jackson Financial Services.
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