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Bangerter financial
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Free cpece webinars
Tax Saving Strategies With Oil & Gas Programs


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Clients always welcome effective tax deferral and tax-saving strategies, and oil and gas strategies are among the most effective available. In this course, you will discover why the oil and gas (O&G) industry remains popular among investors today. This course will help explain how these oil and gas direct participation programs (DPPs) work and how they can potentially work in your client’s favor when deferring taxes. Learn about the advantages and risk considerations of O&G investing.

Learning Objectives:

  • Identify how oil and gas tax deferral strategies work

  • Recognize the tax-savings benefits of these strategies for your clients

  • Recall how intangible drilling costs (IDCs) work in partnerships

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Bangerter financial

Jeffrey Bangerter has been working in financial services since 1979, helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent, and has his Real Estate License.

We empower clients with the knowledge to help make smart, informed choices as they enter their Golden Years. We make things easy to understand, so the direction they need to take becomes clear. 

Our goal is to help people maximize social security, create incomes, provide professional money management, and protect their assets from long-term care. Our clients know we commit to provide the best solution for their situation, utilizing our social security and retirement planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has frequently been a guest on Sacramento’s ABC and CBS affiliate stations, providing timely financial information efficiently in an easy-to-understand format.


About Our Presenter

Bangerter financial
Bangerter Financial Services, Inc. offers financial investment adviser services helping individuals create retirement strategies using a variety of investment and insurance products