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Unlocking Opportunity Zones: Impact Investing with John Vachon
In this episode, Carson Jones sits down with John Vachon. Whether you’re a high-net-worth individual eyeing tax optimization or an entrepreneur passionate about equitable growth, this conversation equips you with actionable insights to unlock your next big move.
On Unlocking Opportunity Zones: Impact Investing with John Vachon, we break down one of the most powerful tools in a passive investor’s playbook: the tax advantages of Opportunity Zones.
If you’ve recently sold stocks, real estate, crypto, or a business—any appreciated asset—you may be staring at a large capital gains tax bill. Opportunity Zones can turn that liability into an engine for long-term wealth creation.
Here’s how:
- Tax Reduction – Hold your OZ investment for 5+ years and unlock up to a 10% step-up in basis on your deferred gain.
- Tax Elimination – After 10 years, all appreciation inside the OZ investment can be 100% tax-free—a permanent exclusion from capital gains.
To make this simple and compliant, we spotlight OZPros.com, one of the nation’s leading Opportunity Zone advisory firms. Founded by OZ pioneer Ashley Tison and guided by strategists like John Vachon, OZPros has become the “OZ Sherpa,” helping investors navigate the complexities with clarity and confidence.
Whether you’re an individual facing a single liquidity event or a fund manager building a diversified OZ portfolio, this episode shows you how to defer, reduce, and eliminate taxes—while investing in real assets that revitalize communities. The property discussed in this podcast is officially listed with NAI Koella RM Moore, Justin Sterling Senior Advisor 865.236.1610
For property evaluations you can reach me at 615-212-5524 - [email protected]
eXp Commercial - Passive Investments
Helping clients and finding buyers nationwide through eXp’s national network.
Connect with me >
https://www.linkedin.com/in/carsonjones/
https://x.com/CarsonLJ79
https://www.youtube.com/@CarsonscornerCRE
https://www.instagram.com/carson.tn/#
https://www.facebook.com/share/1DVPWhD6iU/?mibextid=wwXIfr
https://passive.investments/podcast/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered professional advice. Always consult your attorney, CPA, or financial advisor before making any financial decisions. All investments and property ownership carry risk, including the potential loss of principal.
Support the show
View all episodes
By Carson JonesIn this episode, Carson Jones sits down with John Vachon. Whether you’re a high-net-worth individual eyeing tax optimization or an entrepreneur passionate about equitable growth, this conversation equips you with actionable insights to unlock your next big move.
On Unlocking Opportunity Zones: Impact Investing with John Vachon, we break down one of the most powerful tools in a passive investor’s playbook: the tax advantages of Opportunity Zones.
If you’ve recently sold stocks, real estate, crypto, or a business—any appreciated asset—you may be staring at a large capital gains tax bill. Opportunity Zones can turn that liability into an engine for long-term wealth creation.
Here’s how:
- Tax Reduction – Hold your OZ investment for 5+ years and unlock up to a 10% step-up in basis on your deferred gain.
- Tax Elimination – After 10 years, all appreciation inside the OZ investment can be 100% tax-free—a permanent exclusion from capital gains.
To make this simple and compliant, we spotlight OZPros.com, one of the nation’s leading Opportunity Zone advisory firms. Founded by OZ pioneer Ashley Tison and guided by strategists like John Vachon, OZPros has become the “OZ Sherpa,” helping investors navigate the complexities with clarity and confidence.
Whether you’re an individual facing a single liquidity event or a fund manager building a diversified OZ portfolio, this episode shows you how to defer, reduce, and eliminate taxes—while investing in real assets that revitalize communities. The property discussed in this podcast is officially listed with NAI Koella RM Moore, Justin Sterling Senior Advisor 865.236.1610
For property evaluations you can reach me at 615-212-5524 - [email protected]
eXp Commercial - Passive Investments
Helping clients and finding buyers nationwide through eXp’s national network.
Connect with me >
https://www.linkedin.com/in/carsonjones/
https://x.com/CarsonLJ79
https://www.youtube.com/@CarsonscornerCRE
https://www.instagram.com/carson.tn/#
https://www.facebook.com/share/1DVPWhD6iU/?mibextid=wwXIfr
https://passive.investments/podcast/
Disclaimer: This podcast is for informational and educational purposes only and should not be considered professional advice. Always consult your attorney, CPA, or financial advisor before making any financial decisions. All investments and property ownership carry risk, including the potential loss of principal.
Support the show