Fund H20 comes with significant income tax benefits

What Does This Mean to you?

Example:
Investment (20 units) $500,000
1099 & W2 Income $400,000
80% Bonus Depreciation to be applied against 1099 & W2 Income ($400,000)
Your New 1099/W2 Income $0


The example above shows a highly compensated individual earning $400,000 a year of income. is investor is able to eliminate all income taxes by investing $500k in EPUS Global Energy Fund H20.

Performance
10% Annual Distributions for 3 years $150,000
Assume 3 year exit @ 110% of original investment +$550,000
Total Cash Returns =$700,000
Cash on cash returns taking in to account tax savings:
Investment (20 Units) $500,000
Tax Savings ($200,000)
Net Investment $300,000
ROI 230%
IRR 36%
Assumptions
Top Federal Income Tax Rate 37%
Top State Income Tax Rate (CA) 13%
Combined Federal & State Income Tax Rate 50%
Sources
Internal Revenue Service 2018 Federal Tax Rates
Top State Marginal Individual Tax Rates 2018

EPUS Global Energy, LLC, Fund H20, LP and or its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Background

How we work with RIA’s

    • Access to institutional grade “alternative” investments
    • Investor presentations, hosted by EPUS, for your best clients
    • Help with IRA money

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