Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Wealthy Families Use Conservation Easements for Tax Savings
In this episode of The High Net Worth Podcast, Lucas and Luna explore how ultra-wealthy families use conservation easements to generate significant tax deductions while preserving land. They break down the mechanics of a syndicated conservation easement, using the real-world case of a 2025 IRS crackdown on a large partnership deal in Colorado that was disallowed, costing investors millions in back taxes and penalties. The hosts explain the difference between legitimate easements and abusive tax shelters, the role of appraisals, and why the IRS has flagged this area for heightened scrutiny…
The skinny
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