Ashley is founder of OZPros.com, which has helped 700+ businesses create their own OZ entities, and advised investors with significant capital gains tax exposure on how to make investments that reduce their tax burden. Ashley Tison is the nation’s foremost opportunity zone consultant.
Over the past couple of years, there has been non-stop reporting on Opportunity Zones. With this bevy of articles, many investors are still unclear on how the legislation can be incorporated in their overall investment strategy.
Contrary to popular narratives regarding timelines, now is still a great time to allocate to OZ’s in 2021.
In this panel discussion we will provide an operator's overview of why investors still have plenty of time to incorporate this investment strategy. We will clarify the definition of “substantially improved” regarding real estate projects. Outline how to utilize backward and forward claims. Provide a complete breakdown of the 6 month time period. Discuss tactics to incorporate when doing estate planning.
Speakers: Daniel Oschin , Conor Donohue, Nathan Whigham, and Ashley Tison
OZPros.com was started to streamline the Opportunity Zone education, strategy, formation and ongoing compliance process. With over 600 strategy calls and over 500 Opportunity Zone entities formed, OZPros is a national leader in helping people with capital gains harness the generational wealth creation opportunity of one of the best tax incentive programs ever created. Set your strategy call today with one of our OZPros and let us help you launch your Opportunity Zone dreams!