As 2025 draws to a close, financial professionals are looking for smart, compliant, and client-friendly strategies to reduce tax burdens while strengthening long-term portfolios. One of the most overlooked opportunities lies in today’s rapidly expanding energy incentive landscape.

Accretive Wealth Management's Rizwan Ibrahim will moderate “Year-End Energy Tax Strategies: How to Deliver Immediate Savings for Your Clients,” a panel discussion featuring Woody Soemantoro, Executive Vice President, National Account, Due Diligence at MDS Energy Development, Chris Spence, Manager of Investor Services at Mewbourne Oil Company, and Arthur Loyd, Vice President, Capital Markets at Citizen Energy. These industry experts will equip advisors with practical, actionable insights into how energy-related tax credits can drive meaningful value for clients—particularly as year-end planning windows tighten.

Join industry specialists as they break down:

• Investment vehicles that integrate clean energy credits, depreciation benefits, and structured deductions

• Who qualifies—and how to identify ideal client profiles for energy-focused tax strategies

• How to position these solutions within a broader wealth management or tax-efficient planning framework

• Compliance considerations and due diligence when evaluating energy-linked alternative investments

Unlock immediate value for your clients—and differentiation for your practice—before the calendar flips.

Q&A session to follow. Register today!

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Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.

The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.