“I don’t know” is a terrible answer

I get a lot of marketing pitches – too many “tax opportunities” dressed up as strategies that promise the moon. Most of the time, they’re not worth the time, and clients often end up more confused than before.

Earlier this year, though, I got a response that actually made me stop and take notice. The person was honest: “It’s not a tax strategy first, it’s an investment, and it only makes sense if it fits in your plan.” That resonated with me. Even though I’m the tax guy, I firmly believe taxes should inform decisions, not drive them. And I like working with people who see it the same way.

Being the tax guy, I also get a lot of questions from advisors about alternative investments – especially the tax benefits of less common opportunities. That’s why I wanted to highlight Invito Energy Partners. They’ve been in the oil and gas world for decades, and they approach investments in a way that’s thoughtful, transparent, and focused on what makes sense for your clients, not just what looks good on paper.

Invito isn’t trying to sell you a “tax hack.” They provide advisors with education and guidance on the investment and tax considerations of U.S. oil and gas opportunities. Their approach is practical, grounded in real-world experience, and built to help advisors understand these opportunities fully, without hype or pressure.

If you’ve ever had clients ask, “What else can I invest in?” or wondered how oil and gas fit into a larger plan, Invito is worth learning more about. Check out their resources here: Oil & Gas Investing: The Definitive Guide for RIAs, or visit their website. Understanding these options is a way to stand out as the advisor who actually knows what’s possible.

Happy Tax Planning,
Steven Jarvis, CPA