Wealth Transfer – The Truth About Wealth

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

By thetruthaboutwealth | September 30, 2026

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

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 to Use Leverage to Create Generation Wealth (Ep. 133)

By thetruthaboutwealth | April 9, 2025

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

How can you create a legacy that spans generations?

Join financial experts John and Michael Parise of Copper Beech Financial Group as they delve into the concept of leveraging assets to build and sustain generational wealth. This episode explores the strategic use of financial instruments like IRA accounts and life insurance to enhance family wealth and legacy planning. Discover how asset leverage can support tax-efficient growth and provide long-term benefits for your family’s financial future.

Key discussion points include:

The role of leverage in real estate and other assets to boost family wealth [00:02:40]
Leveraging IRA assets for generational wealth goals amid changing tax laws [00:04:33]
Strategic gifting and using life insurance for tax-efficient wealth transfer [00:08:00]
Creating an estate bank for future generational use and asset protection [00:17:43]
Employing business strategies for succession and leveraging corporate assets [00:29:26]
And more!

Connect with John and Michael Parise:

Securing Your Family’s Future Wealth Q&A (Ep. 119)

By thetruthaboutwealth | January 24, 2024

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

How can you secure your family’s future wealth?

In short, anticipate change, stay informed, and reach out to your advisor.

This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure a better future. John and Michael also briefly talk about the potential benefits of alternative investments in the current market conditions.

So, listen in as they emphasize the significance of tax efficiency, liquidity, and the need for individuals to focus on asset protection in estate planning.

John and Michael discuss:

Some of the concerns and questions they’ve recently received from clients regarding financial plans and estate tax laws
Client frustration with other advisors on their financial team not being proactive enough
Challenges within the advisor community and the need for awareness of options for high-net-worth individuals
Potential benefits of alternative investments such as gold, silver, and oil and gas in the current market
The need for diversification in investment portfolios due to current economic and geopolitical uncertainties
The importance of tax efficiency and exploring tax planning strategies
Some concerns about potential changes in tax laws and the need to focus on asset preservation
And more!

Resources:

Connect with John and Michael Parise:

Nurturing Wealth, Values, and an Entrepreneurial Mindset Across Generations (Ep. 118)

By thetruthaboutwealth | January 10, 2024

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset.

But how do you initiate an open dialogue? When is the best time to do it?

John and Michael Parise answer these questions and help you perpetuate your family’s wealth and values for generations to come. They shed light on eye-opening questions and conversations you should engage in with your children to equip them with the knowledge and entrepreneurial capability to advance your family’s legacy (and build their own).

John and Michael discuss:

The importance of fostering an entrepreneurial mindset from a young age
Inspiring stories of working with small businesses and private family enterprises
Opportunities and challenges in the current environment for new business owners
Copper Beech Financial Group’s approach to productive family meetings that assist in effective wealth transfer
What it takes to nurture confident future leaders
And more!

Resources:

Connect with John and Michael Parise: