Unlock Tax Benefits & Strategies in Alternative Investments & Private Equity with Kelly Ann Winget - Part 1
Description
Tune into Alternative Investor Mastermind with industry experts Jack Krupey and Kelly Ann Winget as they explore the lucrative tax advantages of oil and gas investments. This podcast offers valuable insights into maximizing your returns through strategic tax planning in the energy sector. Perfect for investors looking to leverage tax benefits and enhance portfolio performance, each episode provides actionable strategies and expert advice to help you navigate the complexities of oil and gas investments. Discover how to boost your financial success with smart, tax-efficient investing.
In this video, we cover:
- Importance of alternative investments
- Exploring successful private equity deals
- Venture capital and investing in distressed companies
- Tax advantages of oil and gas ventures
- Investing alongside larger companies
- Maximizing tax advantages with self directed retirement accounts
- Navigating uncertainty and planning for the future
- Tips for Investors: Tax Planning and Proactive Strategies
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CONNECT WITH JACK!
LinkedIn:Â /in/jackkrupey/
Instagram: Â /jkrupey/
Facebook: /jkrupey/
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CONNECT WITH KELLY!
Social Media: @Kellyannwinget @alternativewealthpartners (www.Linkedin.com/in/kellyannwinget)
Website: www.alternativewealthpartners.com
Kelly Ann Winget is a visionary leader in the world of alternative investments and the driving force behind Alternative Wealth Partners (AWP). With a background steeped in financial literacy and entrepreneurship, Kelly Ann has successfully raised nearly $1 billion in private capital, focusing on providing access to institutional-grade investments for a diverse and growing base of investors.
Growing up in North Dallas, Texas, Kelly Ann was immersed in an environment that emphasized financial independence and unconventional thinking. This unique upbringing, combined with her family’s five-generation legacy in the oil and gas industry, has shaped her approach to investing—one that blends deep-rooted industry knowledge with modern, creative financing solutions.
At AWP, Kelly Ann leads a firm that champions non-correlated assets across multiple sectors, including oil and gas, private equity, venture investing, and opportunity zones. Her commitment to democratizing investment opportunities is reflected in AWP’s focus on serving "everyday millionaires"—investors who may not have the vast resources of traditional high-net-worth individuals but seek the same level of sophistication and return potential.
Under Kelly Ann's leadership, AWP is committed to broadening access to investment opportunities for a diverse range of investors. The firm welcomes individuals from all backgrounds who seek to participate in sophisticated, high-return alternative investments. Kelly Ann is a passionate advocate for financial education and inclusivity, actively engaging with her audience on LinkedIn and through her book, "Pitch the B*tch," which empowers investors to confidently navigate the world of finance and investment.
Kelly Ann’s approach is driven by a belief that wealth should be a tool for empo
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