Category Archives: Fund

Freedom Checks: Matt Badiali’s Investment Discovery

Matt Badiali is one of Banyan Hill Publishing Company’s leading experts on the commodities and natural resources industries. He is a trained scientist and was not introduced to the finance industry until he was working on a Ph.D. and teaching geology classes at the University of North Carolina. He had already received a Masters degree in geology from Florida Atlantic University and at the time was pursuing his opportunity to become a trained scientist. It was then that he was contacted by a financial expert who was in the process of creating a team from scratch that was help him in the creation of unique investment advice. His team would be traveling the world and meeting with industry leaders in the natural resources and commodities markets. Upon receiving the offer, Matt Badiali jumped at the opportunity and was quickly traveling the world doing in the field hands-on research. Visit to know more.

It was during the research for one of these projects in the oil and gas markets that Matt Badiali first learned of a unique classification of organization which is known as a master limited partnership. A master limited partnership is a special classification of organizations that operate in the oil and natural gas industry that allows them to have zero tax liability. A master limited partnership was first created as a classification in the 1980s whenever Congress passed a piece of legislation known as Statute 26-F. According to Statute 26-F if a corporation is able to derive 90% of its income from the processing, distribution, production, and storage of oil and natural gas then he can potentially qualify to operate as a master limited partnership and minimize their tax liability. Read this article about Freedom Checks at Banyan Hill.

However, the corporation must also pay out a portion of its revenues to shareholders on either a monthly or quarterly basis. This periodic payment from these corporations is incredibly similar to the payments individuals receive in the conventional stock markets which are known as dividends.

These periodic payments were first popularized by Matt Badiali in his recent viral video about Freedom Checks. Freedom Checks are unique in the investment world as any income derived from these investments is treated as a return of capital. As a result of being treated as a return of capital, individuals are only subject to the capital gains rate of tax to significantly lower than the personal income tax rate that you would need to pay on dividends traditionally.