Today we’re diving into a strategy a lot of high-income earners and investors have heard of… but almost nobody really understands: Opportunity Zones.

To help decode it, I’m joined by Ashley Tison — attorney, entrepreneur, co-founder of OZPros, and the guy many refer to as “The OZ Sherpa.” Ashley and his team have helped investors defer over $1 billion in taxes while channeling capital into projects that create jobs, housing, and real community impact.

In this episode, we break down:

• What Opportunity Zones actually are in plain English

• How someone with a big capital gain (business sale, real estate, stock, etc.) can potentially defer, reduce, and even eliminate a huge portion of their tax bill

• Why Ashley calls OZs a kind of “Super Roth IRA” for capital gains

• How to tell the difference between a solid, impact-driven OZ deal and a sketchy “tax gimmick”

• Where Opportunity Zones fit alongside Infinite Banking, mortgage notes, private lending, and other income stacking strategies

• The step-by-step moves Ashley recommends in the first 180 days after realizing a large gain

If you’ve ever looked at a big capital gains tax bill and thought, “There has to be a smarter way,” this conversation is going to open your eyes to what’s possible when you combine smart planning, the tax code, and real-world impact.

If you want to connect with Ashley and his team click the link below:

Connect With Ashley

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