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


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

Have you heard of Economic Opportunity Zones?

No? Think that only the uber-rich learn about great tax strategies? We will fix that today.

Welcome to the first episode of a new series on our show called: Tax Loopholes Of The Rich.

I cannot think of a better person to start this series than Matt Chancey, CFP. You are going to love this show.

Economic opportunity zones are one of the few bipartisan-supported bills to come out of government recently. It has the potential to both help invest in economically disadvantaged areas and for the wealthy to get some great tax advantages. Win-Win!

Just sell a business or highly appreciated asset? Learn how this is one of the only ways you can get tax benefits AFTER you sell your low-cost basis assets. Want to learn more?

Listen to this weeks episode on Economic Opportunity zones with Matt Chancey to find out about this truly great tax benefit.

Looking for a better way to invest? Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.

Invest better with Betterment.


Today’s guest, Matt Chancey, CFP®:

Matt works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the client’s unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client’s make, but how they keep more of it.

Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.

Advanced Tax Planning requires a combination of timing, shifting, and IRS codes in combination with tax-advantaged products. Matt Chancey has developed a financial planning process that starts with the ability to defer, reduce or eliminate taxes on income or capital gains. Which allows clients to develop exponentially more wealth purely from tax savings; we call this the tax-alpha advantage.

Our model works in a collaborative nature with other professional advisors such as attorneys, CPAs & EAs, Sell-side M&A and commercial real estate professionals. Our strategies offer clients the ability to retain more of the net proceeds from the sale. If your practice works with clients that are in the top 10% of income or assets – our strategies can drive massive value for your clients and therefore your firm.

To learn more visit

Today’s Panelists

Kirk Chisholm | Innovative Wealth

Miranda Marquit | Planting Money Seed

Tim Picciott | The Liberty Advisor

For a quick bio of each of our show participants, head on over to our panelists’ page.

Please send us your questions and feedback so we can make this a better show for you:

Don’t forget our monthly promotion. In order to have a chance to win, please complete this quick 1-minute survey:

Scroll to Top