Tax-Advantaged Alternative Income Solutions

Thoughtful Advisors seeks to deliver more than portfolio growth – we help clients reduce taxes, generate passive income, and diversify beyond traditional markets. We are proud to partner with an experienced and innovative firm that offers a compelling solution: direct ownership in oil and gas working interests in the Permian Basin.

The investment units in their fund target double-digit returns and is structured with a built-in exit strategy – investors should expect a 2–5 year holding period, followed by a market-driven liquidity event.

Their current fund is accepting investments. It will own interests in multiple producing wells. The fund will be in pay status, with quarterly distributions beginning once the wells come online in late 2026 or early 2027.

Just as important are the substantial tax benefits – up to 90% deduction against taxable income in year one, as their track record shows in 2023, 2024 and 2025.

These benefits stem from long-standing provisions in the U.S. tax code:

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Intangible Drilling Costs (IDCs)

Deductible under IRC §263(c)

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Tangible Drilling Costs (TDCs)

Depreciated under IRC §168

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Depletion Allowance

Under IRC §611–613, allowing cost or percentage depletion

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These tax advantaged incentives have existed since 1913, making oil and gas one of the most tax-advantaged asset classes available.

Thoughtful Advisors assists high-net-worth individuals, business owners, or clients facing concentrated income events (e.g., bonuses, capital gains, Roth conversions), our solution partner offers a way to reduce tax liability and produce income uncorrelated with stocks or bonds.

Backed by third-party audits, independent due diligence, and institutional-grade reporting, Thoughtful Advisors has the tools needed to evaluate and present the opportunity. We ensure suitability, compliance, and seamless onboarding.

This unique allocation lets you solve both sides of the equation: tax mitigation and income generation – without adding market correlation.

Stop Overpaying the IRS – Start Overpaying Yourself