Tax Loopholes for the Rich #1: Economic Opportunity Zones Interview Matt Chancey CFP

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6 • 658 Ratings

🗓️ 26 April 2019

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Are you getting all the tax benefits possible? How about getting benefits after the taxable event?

Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can you benefit from a stepped-up basis after holding an asset for 10 years?

Listen to the show for more.

For the show notes at https://moneytreepodcast.com/240

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.0	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.0	Welcome to this week's episode of Money Tree Investing Podcast.
0:13.0	I appreciate you joining us today.
0:15.0	My name is Kirk Chisholm and I have an exciting show for you guys today.
0:19.0	Today we're going to be talking about tax loopholes for
0:21.5	the rich and economic opportunity zones. Our guest today is Matt Chancy. But before we get to
0:26.9	Matt, let's talk about Betterment. Are you looking for a better way to invest in market turmoil?
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0:37.1	theory to help you manage
0:38.7	your wealth and reach your financial goals. With Betterment, you don't have to worry about the market
0:43.2	what it's doing on a day-to-day basis. Instead, Betterment allows you to use a stock market to consistently
0:49.1	build wealth. For more information, visit MoneyTreepodcast.com backslash betterment. A lot of investors use
0:56.5	betterment, but it doesn't mean it's the right thing for you. Do your own research. Check out
1:00.9	moneytreepodcast.com backslash betterment to see if betterment is the right fit for you.
1:06.4	So this week's guest is Matt Chancy. Matt works for high income and high net worth clients nationally to legally reduce taxes on income and capital gains. Matt has over 15 years of experience in the financial industry working with high profile clients. He's generally sought after for education, teaching, and guest speaking within the industry. He's been featured on a number of
1:28.2	national media outlets, and he focuses a lot on advanced tax planning. A lot of this requires
1:34.0	timing, shifting, and IRS codes in combination with tax advantage products. He's developed a lot of
1:40.1	different resources in the industry for other advisors to use. But we brought them on because
1:45.4	Matt's one of the more knowledgeable tax experts I know when it comes to the financial planning.
1:51.2	Welcome to the show, Matt. Thanks for having me. Appreciate the invite. So I wanted to talk a little
1:55.7	bit about this concept of economic opportunity zones. I want to have you on because I know you're
	...

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