Opportunity Zone Tax Incentives, With Jimmy Atkinson

By allowing investors to defer and eliminate large capital gains, Opportunity Zones may just be the greatest tax incentive ever created.

Jimmy Atkinson joins the show to discuss how OZs can help High Net Worth investors who have experienced a large capital gain event. Jimmy also discuses the important factors to consider when evaluating potential OZ investments, and some of the common mistakes that investors can make.

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Episode Highlights

  • The history and intent of the Opportunity Zone legislation.
  • Who can and should take advantage of Opportunity Zones.
  • How OZ investments can create massive tax incentives.
  • Common mistakes investors make, and how to avoid them.
  • Comparison of OZs and 1031 exchanges.

Episode Resources

Today’s Guest: Jimmy Atkinson, OpportunityDb

About The Tax Efficient Investor Podcast

On the Tax Efficient Investor podcast, we show you how to protect, grow, and transfer your wealth by implementing tax-advantaged investment strategies. Host Michael Johnston demystifies tax strategies that are favored by the most successful and sophisticated investors, including 1031 exchanges, IRA & 401k plans, HSA accounts, trusts, real estate, and more.

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Michael Johnston, CFA
Michael Johnston, CFA

Michael Johnston, CFA is the co-founder and President at WealthChannel, and host of WealthChannel Academy.

Michael previously founded ETF Database, the leading independent authority on exchange-traded fund investing.

Michael's professional experience includes positions in corporate finance and investment banking, as well as entrepreneurial experience as a co-founder and early employee in multiple high growth, venture-backed companies.

Michael graduated from the University of Notre Dame with a degree in Finance. He lives in Oregon with his wife and son.