EP 041 - Navigating the Oil and Gas Investment Terrain with Steve Blackwell: Assessing Risk, Yielding Steady Income & Tax Considerations

The Mark Perlberg CPA Podcast

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Want to navigate oil and gas investments? Our talk with Steve Blackwell, CEO of InVito Energy Partners, offers key advice. He shares insights on assessing such investments, focusing on sponsors' and operators' backgrounds, team composition, and the ability to simplify complex evaluations and financial models. He also emphasizes the importance of low fees to ensure more of your capital is invested in assets.

Investing in oil is risky, but Steve guides us on risk assessment, discussing how to gauge project failure likelihood and wildcatting. He values historical production data and considers infrastructure crucial when evaluating investments. He also explains best and worst-case scenarios, providing a thorough understanding of possible outcomes.

Steve also explores oil and gas funds, tax considerations, and the potential for steady income from these investments. He explains fund evaluation, exit strategies, and the benefits of patience, like avoiding IDC recapture. We also delve into the advantages of oil and gas investments including tax deductions and long-term growth, and address intricate aspects of energy investments like the alternative minimum tax and intangible drilling cost deductions. Don’t miss this episode full of essential advice! For more, email: [email protected]

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1. Oil and Gas Investment (00:00:00)

2. Assessing Risk in Oil Investment (00:09:40)

3. Investing in Oil and Gas Funds (00:20:41)

4. Oil and Gas Investing for Income (00:32:23)

5. Tax Considerations for Energy Investments (00:39:33)