Expert Insights & Hidden Secrets with OZ Sherpa Ashley Tison

Welcome to the ultimate guide on creating your own Opportunity Zone Fund, brought to you by OZPros - the industry-leading Opportunity Zone advisory firm.

Join Ashley Tison, your "OZ Sherpa," as he leads you through the intricate process of establishing your fund. This video is an essential resource for investors, accountants, entrepreneurs, and advisors looking to navigate the Opportunity Zone program clearly.

In this comprehensive tutorial, Ashley unveils the step-by-step process of fund creation, infused with expert insights and hidden secrets that are poised to guide you to the tax savings summit.

Whether you're new to Opportunity Zones or looking to refine your strategies, this video is tailored to enlighten and empower your journey.

Why OZPros? We are the central hub for all things Opportunity Zones. Our unparalleled expertise guides you through every step of your OZ journey and positions us as the end solution to all your needs. No wonder other opportunity zone businesses turn to us for answers.

What You Will Learn:
➼ The foundational steps to creating an Opportunity Zone Fund
➼ Critical compliance and regulatory considerations
➼ Strategies for maximizing tax benefits and investment returns
➼ Exclusive insights and tips not found elsewhere

Utilizing this game-changing tax mitigation program, our team has…
➼ Set up over 900+ OZ Entities (the right way)
➼ Conducted over 2k+ Strategy Calls (providing clarity and guidance)
➼ Deferred over $1 Billion in capital gains

Need Help?:
Fill out this contact form, and our team of OZ experts will get back to you with guidance.

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Embark on your Opportunity Zone journey with the experts at OZPros and unlock the full potential of your investments. Let's climb to the tax savings summit together!

00:00 Intro

00:50 What You Will Learn

02:04 The Opportunity Zone Cheat Sheet

02:40 How To Get Your OZ Fund Established

05:50 OZ Entity Structure (LLC, S Corp, C Corp, etc.)

10:54 Why You Should Not Use C Corp!

13:02 Selection For Your QOZB

15:37 Filing Requirements For Your QOZB

16:35 States: Where To Organize Your QOF & QOZB

18:25 Corporate Transparency Act!

21:15 OZ Documents: What You Need (OZ Sherpa Strategic Insight)

23:20 Form 8996

26:20 OZ Sherpa SECRET TIP

29:40 Final Thoughts

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