Build wealth,
save on taxes,
do well by doing good
How? Hire the OZPros as your guide and gain access to OZ tools, expertise, and community you won’t find anywhere else.
FULL SERVICE OPPORTUNITY ZONE ADVISORY FIRM
How We Serve Funds & Projects
- Consulting For OZ Funds
- Full-Service Creation Of Your OZ Fund
- IRS and SEC Compliance Service
How We Serve Investors
- Consulting For OZ Investing
- Consulting For Tax Benefit Maximization
- Full-Service Creation of Captive OZ Funds
Learn How To Defer Your Capital Gains Tax Liability Until 2027
- The Opportunity Zone program explained on one page
- Defer recognition of the original capital gain until 2027
- Reduce the tax liability on the original capital gain by up to 10%.
- Eliminate capital gains tax on the Opportunity Zone investment.
Create Or Optimize Your OZ Fund…
We help investors and project managers:
Plan Your Investing Strategy / Fund Structure
Launch Your Own Fund
Keep Your Fund In Compliance
Strategy Call
60 Minute Phone Call with a Certified OZPro
$249
- 60-Minute OZ Brainstorming Call
- Discuss Entity Structuring Options
- Determine Need For Legal Counsel
- Questions Answered In Real Time
The OZ Summit
Fully customized OZ fund built with you. Ashley Tison “Your OZ Sherpa” and his team will guide you to the tax savings summit!
$10,000+
- Articles of Organization
- Operating Agreement
- State Filing Service
- Registered Agent Service
- 31-Month Business Plan Template
- OZ Compliance Checklist
- Ongoing Compliance Services
- Fund Administration Services
- Includes annual membership to the OZ Weekly Ascent
OZ Weekly Ascent
Weekly guidance in the form of live events, tools, community, coaching, accountability and support necessary to keep your OZ fund compliant.
$349/mo
- OZ Compliance Checklist
- Weekly Call With OZPro Team
- Questions Answered In Real Time
- Includes monthly membership to OZworks Group ($49.99 value)
Customer Testimonials
“The quality of the work is astronomical. It’s beyond expectation. We’ve been extremely satisfied. We made the right decision.”
John Hilgers
Clearskies
Your Highly Specialized OZ Guides
Ashley Tison
The OZ Sherpa
Ashley Tison (a.k.a. The OZ Sherpa), is founder of OZPros and a leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies.
John Vachon
Senior OZ Strategist
Prominent collaborator and influencer in the OZ arena, sharing my expertise through advising/moderating several groups within OZWorks and OZPros.
