The Field Guide
It's not what you make.
It's what you keep.
Four pages. Executive read. The single-page OZ cheat sheet (the upgrade to the asset that became our most-shared resource). The OZ 1.0 vs. OZ 2.0 comparison side by side. The full 2017-to-2047 program timeline. The K-1 180-day reinvestment chart. Plain-English glossary that turns IRS code into something usable. Myths debunked with IRS-sourced facts. Everything you need before you make a six- or seven-figure decision.
A focused video walkthrough with Ashley Tison on every capital gains strategy worth running before December 31, 2026. The deferral mechanics. The stacking math. The deadlines and the timing traps that catch most investors flat-footed. Two editions, one for investors with active capital gains, one for advisors and CPAs counseling them. Pick yours after opt-in.
Field Guide, Masterclass, and your personal Tax Savings Estimate. From the team that's deferred over $1B in capital gains taxes for clients and built the country's strongest Opportunity Zone practice. Yours free.
The 2026 Tax Cliff Plan
For investors with capital gains coming or already realized and the advisors and CPAs counseling them.
What You Get
The Masterclass
Two minutes. Four questions. A real dollar range for what you could keep, plus the specific strategies that fit your situation: OZ, depreciation, ITC, cost seg, or some combination. Probably the fastest read of your federal capital gains exposure outside of paying an accountant.
Your Tax Savings Estimate
1k+
OZ ENTITIES CREATED
SET UP THE RIGHT WAY
1B+
TAXES deferred
FOR OUR CLIENTS
10.6k
OPPORTUNITY ZONE
QUESTIONS ANSWERED
BATTLE TESTED
When it comes to capital gains tax mitigation, plenty of advisors claim expertise. Most are all bark and no bite. The OZPros team has been in the trenches since 2018, pioneering the country's strongest Opportunity Zone practice and turning complex tax law into clear, audit-ready strategy for CPAs, RIAs, family offices, and high-net-worth investors.
Ashley Tison, 'The OZ Sherpa,' is the most trusted voice in Opportunity Zone strategy in the country. A reformed M&A attorney, he sold his law practice in 2018 to go all-in on OZs, the most powerful tax incentive ever written into the code. His team has deferred over $1B in capital gains for clients, stood up more than 1,000 Qualified Opportunity Funds, and Ashley has appeared on 100+ podcasts and expert panels across the country. He's the go-to name CPAs, RIAs, family offices, and high-net-worth investors call when complex tax law has to become clear, audit-ready strategy. His mission is simple. Help people keep more of what they earn so they can do well by doing good.
yOUR OZ SHERPA
You've earned it.
Now keep it.
December 31, 2026 will decide how much. The 2026 Tax Cliff Plan shows you how.
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What You Get
What You Get
It's not what you make.
It's what you keep.
For investors with capital gains coming or already realized and the advisors and CPAs counseling them.
