Experts Available to Discuss Energy-Saving Investments and Tax Credits

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TOPIC: Taxpayers who invest in energy-saving home improvements or purchase a hybrid vehicle in 2006 will receive new tax credits, according to an article by The Associated Press. Homeowners who opt for solar water heaters or rooftop solar panels may receive a credit of up to $2,000 per system. Taxpayers who purchased a hybrid vehicle in 2005, who didn't take possession of it until this year, will be eligible for the tax credit in 2006.

EXPERTS: ExpertSource can offer several highly qualified experts to comment on this story:

Dave Schulte is a founding director of Tortoise Capital Advisors, a Kansas City-area firm managing $1.6 billion in MLP energy infrastructure investments for institutional and retail investors. Savvy taxpayers who are looking ahead to 2006 should consider tax-advantaged investment choices such as investments in the MLP energy companies. Similar to energy-saving investments, MLP energy infrastructure companies that operate long-haul, interstate pipelines with minimal commodity risks offer investors the tax advantage of dividends with a very high return of capital tax character. Schulte and other company leaders pioneered and refined a distinct MLP energy infrastructure investment strategy that provides investors an efficient alternative to investing directly in MLPs. As a C-Corp., Tortoise's publicly traded funds accrue federal and state income taxes, based on taxable earnings and profits, and investors receive an attractive dividend that has historically been entirely return of capital. Tortoise pays dividends from the distributions received from MLPs, which is simply income from investments less operating expenses. Tortoise Capital invests in midstream energy infrastructure MLP companies that are engaged in the transportation, storage and processing of crude oil, natural gas, and refined products from production points to end users. Tortoise funds are attractive to investors who seek an income-type risk and return profile. We invest in fee-based service providers that operate long-haul, interstate pipelines. The service fees translate into predictable, steady cash flow. Additional advantages for investors include, a 1099 form versus multiple K-1s and state filings for individual MLP investments, and diversification in MLP investments by company commodity and geography. Schulte is an industry expert who strives to provide media professional with a compelling interview with supporting industry facts and figures. He is an innovative, intelligent MLP, closed-end fund and investment professional who is well regarded in his fields of expertise. The Tortoise story would be of interest to reporters writing on investment services, tax-advantaged investment options, MLPs, Midwestern entrepreneurial companies, midstream energy and/or closed end funds. PR Contact: Pam Kearney, 913-322-5839, pkearney@tortoiseadvisors.com

Charles W. Petz, CPA, vice president tax compliance and professional services, Petz Enterprises, Inc., producers of TaxBrain(TM) Online Tax Center, has responsibility for all tax compliance research and development as well as operation of technical and professional services. He is a member of the National Association of Computerized Tax Processors (NACTP) - Electronic Filing Subcommittee, and Internet Task Force. Petz is also a member of the Council for Electronic Revenue Communication Advancement (CERCA) - Electronic Filing Subcommittee and the California CPA Society. He has more than 20 years' experience with tax planning, research and preparation. TaxBrain Online Tax Center is the largest independent online tax preparation and filing service in the United States, and is headquartered in Tracy, California. PR Contact: Steven Swartz, 978-524-9595, steven@sspr.biz

Mary Wilson, CPA, JD is a tax principal based in the New York office of Rothstein Kass-Certified Public Accountants, a top 20 ranked international accounting and consulting firm. Mary specializes in providing tax consultation for high-net worth individuals, private foundations, exempt organizations, trusts, family offices and family partnerships. She also assists on federal and state tax audit engagements. PR Contact: Shakira M. Brown, 973-994-6666 x2204, sbrown@rkco.com

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