Roth Conversion Dinner With Grand Glaize Wealth Management

July 9, 2020 @ 5:30 p.m.

WHERE: Grand Glaize Wealth Management, 5886 Osage Beach Parkway, Suite C, Osage Beach, MO

Use an aspect of the tax code not commonly known to see how you can possibly offset taxes in a Roth Conversion with an investment in natural gas!

We will explore the numerous reasons for considering a Roth Conversion at this time and will be talking with a group of experts in the world of natural gas. 

Owning land and currently running wells in the Appalachian Basin of the Marcellus and Utica gas shale in northeastern Pennsylvania, conversing with these professionals we will discover the process of natural gas production and how investors can participate in a growing industry, and how they could benefit from a tax perspective with participation in the drilling program.

Join us in office on Thursday, July 9th at 5:30 p.m. for dinner.  If you would like to attend, seating is limited due to social distancing requirements to roughly 14 people, so please call or sign up HERE today to reserve your spot.

You MUST be an ACCREDITED INVESTOR to attend this event. An accredited investor, in the context of a natural person, includes anyone who:

• earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years, and reasonably expects the same for the current year, OR
• has a net worth over $1 million, either alone or together with a spouse (excluding the value of the person’s primary residence). 
• any trust, with total assets in excess of $5 million, not formed specifically to purchase the subject securities, whose purchase is directed by a sophisticated person, or
• any entity in which all of the equity owners are accredited investors.