Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Ultra-Wealthy Families Use Conservation Easements for Tax Strategy
Lucas and Luna explore why ultra-wealthy families are increasingly turning to conservation easements as a tax strategy. They break down a real-world example: a family in Colorado that donated development rights on 1,200 acres of ranchland to a land trust, securing a charitable deduction worth $4.8 million while preserving the property for ranching. The hosts explain how the deduction is calculated—appraising the land before and after the easement—and why the IRS scrutinizes these deals closely. They also discuss the 2017 tax reform's impact, including the 50% adjusted gross income cap…
The skinny
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