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Directory Category: Service Provider
Year Founded: 2019
OZ Pros is a full service Opportunity Zone advisory firm, helping clients navigate the OZ fund and business creation process through education, products, and advisory work.
OZ Pros services funds and projects by providing consulting for OZ funds, full-service creation of OZ funds, and IRS and SEC compliance services. OZ Pros consults with investors on investment products, tax benefit maximization, and full-service creation of captive Qualified Opportunity Funds.
Additional add-on services include state filing, QOZB creation, pro forma modeling, registered agent service, working capital safe harbor business plan formation, pitch deck and PPM creation, and additional compliance services.
401 Hawthorne Ln Ste 110-147
Charlotte, NC 28204
- Ashley Tison, Chief Executive Officer
OZ Pros News On AltsDb
A popular strategy for deferring capital gains tax is the Opportunity Zone investment. However, timing and strategy are vital when it comes to qualifying for the OZ deferral with key considerations unique to this investment…
In this panel from Alts Expo 2021, a trio of experts discusses the surge of interest in alternative investments and tips for investors looking to navigate the various opportunities. Click the play button above to…
In this panel from Alts Expo 2021, a trio of experts discusses the surge of interest in alternative investments and tips for investors looking to navigate the various opportunities. Webinar Highlights The shift underway from…