Real Estate Investing – The Truth About Wealth

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

By thetruthaboutwealth | September 30, 2026

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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:

Ashley Tison: LinkedIn
Opportunity Zone Strategic Advisors

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.

How Peachtree Group Finds Value in Volatility with Greg Friedman (Ep. 138)

By thetruthaboutwealth | July 9, 2025

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What if launching your company at the brink of the 2008 financial crisis turned out to be the smartest move you ever made?

That’s exactly what happened to Greg Friedman, CEO of Peachtree Group, who joins Michael Parise on The Truth About Wealth to share how timing, adaptability, and a deep understanding of risk helped shape his firm’s rise to a national powerhouse.

Greg explains how Peachtree Group invests across private credit, commercial real estate, and even film financing—always with an eye for “mispriced risk.” In this episode, he shares how they’ve made over 600 credit investments with a sub-3% foreclosure rate and how they’re navigating today’s volatile interest rate environment.

What you’ll learn by listening:

Why private credit is creating rare opportunities in a tight lending market
How Peachtree underwrites risk like an owner, not just a lender
What rising interest rates really mean for real estate valuations
How tax credits and film finance are reshaping alternative investment strategies
And more!

Connect with John and Michael Parise:

Connect with Greg Friedman:

About Our Guest:

Greg has more than 23 years’ hospitality experience with an emphasis on deal structure and financing. He has successfully led Peachtree in more than $8 billion in hotel acquisitions, investments, and development since co-founding the company.

He formerly was senior vice president of business development for Specialty Finance Group, LLC, a direct lender providing hotel first mortgage and FF&E financing, where he originated more than $2 billion of hotel debt. Previously, Greg was vice president of business development for GMAC Commercial Mortgage – Asset-Backed Lending Division. During his six-year tenure, he originated, closed, and funded more than 300 hospitality FF&E financing transactions with an aggregate capital structure exceeding $10 billion.

Greg holds a Bachelor of Arts in Biology from the University of Texas at Austin.

Essential Tax Strategies for Real Estate Investors with Vanessa Wallace Clunies (Ep. 131)

By thetruthaboutwealth | January 8, 2025

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Are you aware of the tax savings opportunities you’re missing by not employing cost segregation in your real estate investments?

Get ready to uncover the untapped potential of tax method changes that could revolutionize your approach to wealth management!

This week, Michael Parise and guest Vanessa Wallace Clunies from Tax Method Experts guide you through the complexities of cost segregation and tangible property regulations.

Tune in and discover how these can not only save you taxes but also ensure regulatory compliance!

Key talking points include:

The importance of cost segregation for accelerated depreciation benefits
Why tangible property regulations are mandatory and crucial for compliance; finding out if you’re at risk
How tax method changes can provide substantial deductions and reduce your tax liabilities
The importance of partnering with specialists to navigate complex tax codes effectively
And more!

Connect with Vanessa Wallace Clunies:

Connect with John and Michael Parise:

About Our Guest:

Vanessa Wallace Clunies is the CFO and COO of Tangible Property Tax Methods, LLC, a tax method change firm specializing in Tangible Property Regulation (TPR) compliance, method changes for large service providers, and cost segregation. She is an associate of the ASCSP and has over 9 years of experience in Tangible Property Regulations compliance and the preparation of thousands of IRS Form 3115 Change in Method of Accounting.

Vanessa supervises all of the engineers of TPTM who perform the detailed work to support the entity’s cost segregation reports, in addition to providing the tax insights that are key in this real estate profession.

Working closely with her father and the country’s expert on the TPRs, Eric P. Wallace, CPA, this dynamic duo has found to date over $300M in deductions for clients. She has analyzed over 1,000 depreciation schedules and has created corresponding tax deduction schedules with various permitted IRS automatic and non-automatic method change designated changes.