Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How the Ultra-Wealthy Use Opportunity Zones for Tax-Free Gains
In this episode of The High Net Worth Podcast, Lucas and Luna explore how the ultra-wealthy are using Qualified Opportunity Zones to defer and potentially eliminate capital gains taxes. They dive into a specific case: a real estate developer who rolled $45 million in gains from a tech IPO into a QOZ fund building affordable housing in a distressed census tract in Atlanta. The hosts break down the mechanics of the 180-day rollover, the 10-year hold for tax-free appreciation, and the 2026 sunset deadline that's driving a surge in QOZ investments. Lucas explains why the provision, created…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.