Using energy investments for tax efficiency and how AI helps
Using energy investments for tax efficiency and how AI helps
A practical walkthrough of how high-earning tech professionals use tax-advantaged energy investments and how AI helps advisors spot these opportunities in the first place.
Thank you for attending. Find the recording from the webinar here: https://www.youtube.com/watch?v=VZ-K-018tDw
High-earning tech professionals often have:
High W-2 income + regular RSU vests
ESPP purchases, old startup equity, maybe a recent or upcoming exit
Tax years where ordinary income spikes far beyond “normal”
In those years, the question becomes:
“Am I just accepting this tax bill… or am I missing legitimate strategies that people with family offices use all the time?”
One of the least-understood – and most debated – tools in that toolbox: tax-advantaged oil & gas investments.
This session is designed to demystify that space in plain English, with a clear focus on:
What the tax code actually allows
Why these incentives exist in the first place
Where AI/ML can help your advisor identify opportunities and risks
How to decide whether this fits your situation or not
What we’ll cover
1. Overview and why oil & gas gets special tax treatment
A simple history of how and why the U.S. tax code incentivizes domestic energy
Active vs Passive Income, intangible drilling costs (IDCs), depletion, and accelerated depreciation, explained without jargon
Structure of Investments: Investment cycle phases
2. How high-earning tech professionals actually use these strategies
How do you make money out of it
Where oil & gas structures may (and may not) help with ordinary income
A sample case study
3. Where AI/ML actually adds value (and where it doesn’t)
What data a modern system can ingest: equity comp, income, state residency, existing portfolio, goals
How ML models help advisors:
Flag clients whose profiles might benefit from energy strategies
Simulate “what if” scenarios (with and without oil & gas exposure)
Track policy and tax-rule changes that affect these strategies
Why AI is a copilot, not a robo-advisor making unsupervised bets
4. Risk, ethics, and working with an advisor
Structural risk: illiquidity, commodity prices, project risk, concentration
Due diligence basics: team, economics, ROI, track record
This session is a strong fit if:
You’re a US-based investor with $500k+ in investable assets
You work (or worked) in Big Tech with meaningful RSUs/ESPP
You’re a founder or early employee who’s had a liquidity event this calendar year
You’re comfortable with the basics of investing and taxes, and now want to understand more advanced tools your peers are using
This session is not for:
People looking for “no-risk tax shelters”
Those who want specific investment recommendations on the call
Non-US taxpayers (the rules we’ll cover are US-specific)
Session format
30 minutes of structured content
15 minutes of live Q&A
Live chat for questions throughout
Recording available to registrants after the session
Speakers
Rupesh Goyal, CIO & Wealth Advisor
13+ years of experience working with high-income tech professionals and founders
Specializes in equity-comp planning, advanced tax strategies, and portfolio design
Priyanshi Gupta, Product Lead & Host
Builds AI-driven tools that help advisors and clients see their full financial picture
Will MC the session and guide Q&A so it stays practical and grounded
This webinar is for educational purposes only and does not constitute tax, legal, or investment advice.
We will not be recommending specific securities or projects on the call. Any strategy discussed should be evaluated with your own tax advisor, financial planner, and legal counsel.