123 | Why Smart Entrepreneurs Are Moving Millions into Opportunity Zones with Ashley Tison
About this episode
Patrick Lonergan discusses Opportunity Zones and their benefits for entrepreneurs with expert Ashley Tison.
What if you could legally defer, or even eliminate, capital gains taxes on the sale of your business, real estate, or investments? Many entrepreneurs spend decades building wealth only to see a large portion disappear to taxes after a major liquidity event. In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan explores one of the most powerful, and often misunderstood, tax strategies available to investors today: Opportunity Zones. Patrick sits down with Ashley Tison, founder of OZ Pros and one of the leading experts on Opportunity Zone investing, to break down how this strategy works and why it has become a powerful tool for entrepreneurs, investors, and family offices looking to minimize tax drag and maximize long-term wealth. Ashley explains the evolution from Opportunity Zones 1.0 to 2.0, how investors can potentially defer taxes for years, reduce their tax liability, and even eliminate capital gains taxes entirely after holding qualifying investments long enough. They also discuss how Opportunity Zones can be used alongside other strategies like 1031 exchanges, estate planning, and business exits, giving entrepreneurs a smarter way to turn a taxable event…
More episodes of Vital Wealth Strategies
- 128 | The Business Success Trap: Why More Growth Can Costs You Everything with Dr. Travis Parry
- 127 | The $100K Mistake Your Accountant Is Letting You Make with Chris Papin
- 126 | You've Optimized Everything… Except This
- 125 | How the Top 1% Actually Invest Their Money (It’s Not What You Think) with Tad Fallows
- 124 | Designed to Last: Why Most Entrepreneurs Take the Wrong Risks at the Wrong Time
- 122 | The Content Strategy That Can 10X Your Reach with Nathan Gwilliam
Explore listener stats, chart rankings, contacts and more on the Vital Wealth Strategies podcast page.