Financial Professionals

  • Home
  • Financial Professionals

Financial Professionals

MDSED Logo (white no bg)

Financial Advisor Portal

Tax-Advantaged Drilling Partnerships

An important tax and estate planning tool for accredited investors

Update on 2018 Important Tax Documents

 

All K1’s for partnerships 2012-2017 are now available for download on our secure investor portal.  Click here to access the portal.

MDS 2018 Partnership K1’s are complete and in the process of being uploaded.  They should be available Tuesday, March 19th.

These documents will also be mailed in hard copy to your address of record in the next few days.

If you need help accessing the portal, please e-mail compliance@glfsi.com or call 847-265-5000.

 

 

Download 2018 K1 Filing Instructions

(not to be construed as tax advice)

2018 K1 Instructions

qtq80-jkHGK4

Ready to Subscribe?

We’re working on preparing our MDS 2019 offering.   Check back soon!

upload arrow

Document Upload

Please use our secure file upload portal to submit your subscription documents, change documents, and other documents.

  CLICK HERE.

portfolio-2b

Custom Tax Analysis

Give us a few nuggets of info about your client and our CPA will create a custom tax analysis so you can see how an investment could reduce your tax burden. CLICK HERE.

Front Cover

Tax Planning Guide

Download our informational white paper on the tax advantages of investing in direct participation natural gas development partnerships.

CLICK HERE.

Capture3

Educational Videos

Our short videos feature stunning aerial footage of our drilling projects and explain in a fast and visual way the finer points you need to know.   CLICK HERE.

00107_portal-development-concept

Partnership Portal

24/7 online access to all of your clients critical documents, including K1 tax forms and monthly distribution statements.

CLICK HERE.

Hundreds of billions are being invested to utilize American gas.

Read all about it!   MDS Media Center 

Downloads, Resources, and Links

(oh my!)

 

 

Deal with Roth IRA Conversions?

Many advisors do a lot of business through mitigating the dreaded tax hit that comes with a Roth conversion with an investment of non-qualified money into an MDS offering.

Deal with Estate Planning?

Due to the lack of control afforded minority interest holders, and the lack of marketability of MDS partnership units,  they are granted a steeply discounted valuation for gift tax purposes.  Make investment, utilize tax deduction, then gift into a trust for kids/grand-kids.

Partnership Portal

In order to better communicate with our investors and their financial advisors, we have a secure “Partnership Accounting Portal”  where each investor can log in and access all of their pertinent documents, including:

 

  • Monthly Production & Earnings (“P&E”) Statements
  • Subscription documents
  • K-1 tax forms

 

Advisors can also access the information for all of their clients from one secure page.

If you have clients currently in an MDS partnership and wish to set up your access, please call or e-mail our transfer agent, Great Lakes Fund Solutions, Inc. at 847-265-1334 or via e-mail at compliance@glfsi.com

 

Click HERE to login.

Nuleaf_MDS (22 of 73)

Want to speak with a real person? Toll Free: 855-807-0807, Option 1