Free live Opportunity Zone webinars
Bring your question. Ashley Tison answers it live, in plain English. Every session is free, and everyone who registers gets the recording.
OZ 2.0 Briefing: New Zones, IRS Updates, and Inside Novogradac
Thursday, November 5 · 12pm ET
New zones, IRS updates, and what Ashley heard at Novogradac
New webinar dates are posted soon
Get an email when the next session opens for registration, or catch up on a past session.
Coming up
Every session is live, one hour, and free. Times are Eastern.
How it works
Register free
Name, email, and phone. You get the join link and a reminder.
Bring your question
Add it when you register or ask in the chat. Live attendees get answered first.
Get the recording
Everyone who registers gets the replay, so sign up even if you cannot make it live.
What people asked last time
The top themes from our October 22 session, in their words.
Valuation discounts for the December 31 bill
The most-asked topic by far: how big a discount is defensible, who does the appraisal, and how it shows up on Form 8997.
Stacking year-end offsets
How cost segregation, solar credits, and bonus depreciation can sit alongside an Opportunity Zone to soften a big tax year.
Working capital plans under pressure
What happens to projects in zones that are not on the new map, and the 10% and 5% tests that have to be met by December 31.
Past sessions
A few recent sessions. Want a recording? Ask us and we will send it.
- Ask the Sherpa: Your Year-End OZ Questions, Answered LiveDeferred gains coming due, what qualifies for OZ 2.0, and the moves that still make sense before December 31.
- Live with Plante Moran: QOF valuation discountsHow a fair market value appraisal can lower the tax due on a deferred gain.
- Most OZ funds have at least one problemThe compliance mistakes we see most often, and how to fix them before an audit.
- Capital gains are coming due: what the IRS just saidAn early look at the December 31, 2026 recognition date and the guidance behind it.
Questions about the webinars
Want Ashley every week? OZ Ascent is a live Q&A every Tuesday at 10am ET. $495 a month, and the first 30 days are free.
Are the webinars free?
Yes. Every live webinar is free. Register with your name, email, and phone, and you will get the link to join plus a reminder before it starts.
Will I get a recording?
Yes. Everyone who registers gets the recording after the session, so register even if you cannot make it live.
How do I ask Ashley a question?
Add it to the registration form or type it in the chat during the session. Live attendees get their questions answered first. Ashley may answer on air without using your full name.
Can my CPA or advisor join?
Yes, and we encourage it. Many attendees are CPAs, attorneys, and wealth advisors. Each person should register with their own email.
Do I need an Opportunity Zone deal to attend?
No. Some people come with a gain and a deadline. Others are still deciding whether an Opportunity Zone fits. Both get a lot out of it.
Is this tax advice?
No. Webinars are general education. Ashley explains how the rules work, but your facts change the answer. For your situation, book a 15-minute call or talk with your own tax advisor.
Bring your question.
Leave with a straight answer
Free live webinars with Ashley Tison, attorney and the OZ Sherpa.