Full Service
Opportunity Zone
Advisory Firm
The OZPros team is here to democratize access to Opportunity Zones by helping you navigate the Opportunity Zone fund and business creation process through education, products, and advisory work.
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 2026
and discover how you can actually use your investment funds while you wait!
- Defer recognition of the original capital gain until 2026
- 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
Done For You
Fully Customized OZ Fund Built For You By OZPros Team. Starting at…
$10,000+
- Articles of Organization
- Operating Agreement
- State Filing Service
- Registered Agent Service
- 31-Month Business Plan Template
- OZ Compliance Checklist
- Pitch Deck
- Ongoing Compliance Services
- Fund Administration Services
- Annual Membership to OZPros Compliance Bootcamp
OZPros Compliance Bootcamp
Ongoing Compliance Program for QOZ / QOZBs
$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
About OZPros
Ashley Tison
CEO & Founder of OZPros
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.
Jimmy Atkinson
OZ Consultant
Jimmy is founder of OpportunityDb.com and host of the the Opportunity Zones Podcast, two of the leading online resources for Opportunity Zone education for investors, developers, and tax professionals.
Listen to OZPros On The Opportunity Zone Podcast
Ashley Tison
Ashley is a leading speaker on the Opportunity Zones podcast hosted by Jimmy Atkinson. The podcast talks about all things Opportunity Zones to help you learn more about the risks and opportunities involved in Opportunity Zone investing.
How to Form Your Own Qualified Opportunity Zone Business (QOZB)
The benefits of implementing a two-tier fund structure — forming a Qualified Opportunity Zone Business (QOZB) within a Qualified Opportunity Fund (QOF). This episode offers a step-by-step guide to forming a QOZB and the biggest considerations when doing so.
Listen Now
How to Form Your Own Qualified Opportunity Fund (QOF)
How can you form your own Opportunity Zone fund? This podcast episode offers a step-by-step how-to for forming a Qualified Opportunity Fund (QOF) and addresses some of the most important considerations when structuring your entity, and best practices for regulatory compliance.
Listen Now