The OZ Summit
OZ Summit
CUSTOM OZ FUND
Start Here
15-MIN CALL
- Discuss your current situation
- Get initial questions answered
- Find the right level of OZPros support
Ascent 2.0
COMPLIANCE Q&A's
Weekly Access To Ashley Tison
OZ tools, community, coaching and support necessary to keep your OZ fund compliant
INCLUDED IN THE OZ SUMMIT!
*Included with your OZ Summit package
Happy Travelers
Fully customized OZ fund built with you. Ashley Tison "Your OZ Sherpa" and his team will guide you to the tax savings summit!
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“The quality of the work is astronomical. It’s beyond expectation. We’ve been extremely satisfied. We made the right decision.”
John Hilgers - Clearskies
“Ashley Tison knows everything there is to know about Qualified Opportunity Zones, Qualified Opportunity Funds; he knows it cold.”
Joseph Chiavone - Wisenbaker Builder Services
The Opportunity Zone path has been traveled by many people just like you. Most don’t realize it often requires a weekly climb, tailored tools and a long term commitment. But the journey is well worth the effort and will take you up a meaningful path of doing well by doing good.
- Articles of Organization
- Operating Agreement
- State Filing Service
- Registered Agent Service
The OZPros will guide you throughout your OZ journey with live events, tools, community, coaching, accountability, and support necessary to keep your OZ fund on the right path.
We created the OZ Summit package to get your Opportunity Zone entities up and running as quickly as possible in the simplest and easiest manner. Let us do the heavy lifting so you can start reaping the benefits of the Opportunity Zone program.
Let us save you time, money, and give you peace of mind about your taxes as we help you do opportunity zones.
DO WELL BY DOING GOOD
OZ Weekly Ascent
Membership Options
Questions? Contact Us ➤
Questions? Contact Us
LET US DO THE HEAVY LIFTING!
We’ll customize and build an OZ Fund just for you!
FULL SERVICE OPPORTUNITY ZONE ADVISORY FIRM
Use the contact form if you would like to inquire about our The OZ Summit package. We will respond via email or phone as soon as we can, generally the same or next business day.
formerly "Done For You"
- 31-Month Business Plan Template
- Annual Membership to the OZ Weekly Ascent!
We recommend scheduling a Strategy Call with us to start this process so we can grab some basic information from you and learn about your project and goals. If you already had Strategy Call with the OZPros team or if you're not ready to do so...you can fill out the form below.
Ashley Tison
Owner of OZPros
Ashley Tison, "The OZ Sherpa," is founder of OZPros and one of the most trusted voices in Opportunity Zone strategy in the country. A reformed M&A attorney, Ashley sold his law practice in 2018 to go all-in on Opportunity Zones after recognizing OZs as the most powerful tax incentive ever written into the code.
Since then, his team has helped investors defer over a billion dollars in capital gains taxes and stood up more than a thousand Qualified Opportunity Funds. He works alongside CPAs, family offices, RIAs, and high-net-worth investors every day to turn complex tax law into 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 GUIDES
Huck Tison
OZ Bird Retriever
Huck is a seasoned field dog with a strong preference for hunting lands that happen to fall inside Opportunity Zones, which his father appreciates more than he lets on. Between trips, he keeps his edge by patrolling the backyard for squirrels, a job he takes seriously and has yet to complete.
At 4pm sharp every afternoon, his neighbor Daisy lets herself out and arrives at the front door unannounced. The two of them make a slow loop of the cul-de-sac, inspect the neighbors' front yards for anything new, and unpack the day. Work ethic remains questionable. Contributions to office morale remain immeasurable.