Tag: Opportunity Zones

Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)

Opportunity Zones, Generational Wealth, and Tax Strategy with Ashley Tison (Ep. 144)

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What if one of the most powerful wealth-building tools in America is still being overlooked?

In this episode, Ashley Tison, founder of OZPros, unpacks how Opportunity Zones are transforming the way investors, business owners, and families think about taxes, real estate, and long-term wealth creation.

Listen in to learn how Opportunity Zones work, why they’ve gained bipartisan support, and how investors can use them to defer—and potentially eliminate—capital gains taxes while building generational wealth.

Ashley also breaks down the differences between Opportunity Zones and 1031 exchanges, how operating businesses can qualify, and why family offices and high-net-worth investors are paying close attention to OZ 2.0.

Whether you own real estate, have appreciated stock portfolios, or want to create lasting wealth for your children and grandchildren, this episode offers practical strategies and insights you won’t want to miss.

What you’ll take away:

  • How Opportunity Zones were created and why they matter
  • The tax advantages of investing through Opportunity Zone funds
  • How operating businesses can qualify for Opportunity Zone benefits
  • Why bipartisan support has helped the program expand
  • The role Opportunity Zones can play in generational wealth planning
  • How trusts and estate planning strategies work with OZ investments
  • Why family offices are paying attention to Opportunity Zones
  • And more!

Connect with John and Michael Parise:

Connect with Ashley Tison:

About Our Guest:
Ashley Tison, Esq. is the founder of OZPros, the leading Opportunity Zone consultancy.

A leading consultant and attorney on Opportunity Zones, tax advantaged structures and investing strategies, Ashley has advised over 500 commercial property investors, family offices, investment advisors and high net worth individuals on how to how to best maximize their tax savings in real estate investments, how to maximize the positive community impact of their projects, selecting an optimal investment strategy, and properly navigating the applicable regulations.

Ashley is an engaging and enthusiastic speaker and / or guest covering topics such as opportunity zones, tax advantaged alternative investments, real estate, and tax planning for leading national conferences and educational seminars.

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Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

Investigating the Real Estate Asset Class with Steven Kantor & Michael Brown, Part Two (Ep. 80)

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In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers.

In this episode John and Michael Parise welcome back guests Steven Kantor and Michael Brown for part two of a two part series on real estate investing.

John, Michael, Steven, & Michael discuss:

  • What opportunity zones are truly opportunities
  • How to leverage opportunity zone tax incentives
  • The use of DSTs in client’s real estate holdings
  • Why clients might consider shifting from stocks to real estate 
  • And more

Connect with Steven Kantor and Michael Brown

Connect with John and Michael:

About Our Guests 

Steven Kantor is CEO of S2K, where he is responsible for overseeing the strategic direction of the firm. Steven has over 35 years of principal investing and investment banking experience, and throughout his career has raised several billions of dollars for REITs and other real estate companies via IPOs, CMBS financings and other forms of equity and debt financing. Previously, Steven was an Executive Managing Director and Global Head of Investment Banking at Cantor Fitzgerald, as well as Chairman and Co-Founder of CCRE, Cantor Fitzgerald’s affiliated commercial real estate lending platform. Prior to Cantor Fitzgerald, he held several senior roles at Credit Suisse. Steven earned a B.A. from Syracuse University and a J.D. from American University.

Michael is the Head of Real Estate Capital Markets at S2K. Prior to his role at S2K, Michael held a principal position at Sabbatical, was director of debt strategies at Fairstead, and was the Senior Managing Director at Cantor Commercial Real Estate, among other roles. He holds a Bachelor of Science from Cornell University.