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AICPA Personal Financial Planning (PFP)

Jun 17, 2022

If you have clients with large passive loss carryforwards and you’re looking for ways to absorb these sooner rather than later, investing in oil and gas may be your answer. Join expert Dave Dyer, JD, as he is interviewed by Bob Keebler, CPA/PFS, to fill you in on the opportunities. Dave answers the following questions:

  • Where are we with oil and gas and what are the long-term prospects?
  • What is the exception to passive activity rules for certain types of oil and gas investments?
  • What are the risks to a general partner in an oil and gas partnership?
  • When does it make sense to enter these partnerships as a limited partner?

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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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