The OZ 6-Pack - Opportunity Zone Video Resources
In this video series, you can expect to dive into details of what you need to know to create sustainable and scalable OZ strategies. This series will help you advance your understanding of the OZ incentive by introducing you to accessible, easy-to-understand information from top OZ professionals!
Access this exclusive video series for just $6 or become a member of OZworks Group (where you will also have access to the experts in the videos).
Topics in this ~5.5-hour video series include:
- Qualified Opportunity Fund (QOF) best practices
- Qualified Opportunity Zone Businesses (QOZB) best practices
- True stories about raising capital and investing in QOZBs and QOFs
- Panel discussions with OZ founders, fund managers, and CEOs
- OZ tax filing guidance and form completion overview
- Discussions with OZ legal professionals about OZ compliance
- Investing in commercial OZ real estate and development projects
- First steps for setting up a QOZB
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Episode 01 — Establishing & Maintaining OZ Legal Compliance
You probably have questions about OZ compliance (most of us do)! In fact, since we launched OZworks Group, compliance has been one of the most requested topics for discussion…
This session was part of the OZworks Group Virtual Panel Series which are events that are FREE to OZworks Group members....
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Episode 02 — OZ Paperwork and Compliance for CPAs
Ashley Tison walks a client through the proper paperwork that needs to be filed for an Opportunity Zone Fund during "office hours". This segment is a small portion of what you can expect as part of the OZpros mastermind program and OZworks Group.
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Episode 03 — How to Setup & Leverage OZ Operating Businesses
OZworks Group member Len Mills of Verte OZ Fund joins a moderated panel with business owners who represent the Verte OZ portfolio of Qualified Opportunity Zone Businesses (QOZBs). This is a segment of the full event in which we heard true stories about the biggest challenges these businesses face...
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Episode 04 — How to Utilize OZs for Operating Businesses
OZworks Group members Dave Kunz and Will Walker of Hall Venture Partners join Michael Hall, Matt Van Dyke and CEOs who represent the Hall Labs "Family" of Qualified Opportunity Zone Businesses (QOZBs). During this replay of the live event you will hear real examples about how Hall Labs is embraci...
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Episode 05 — How to Structure a QOZB
Ashley Tison, Jimmy Atkinson, and Chris Cooley (founders of OZworks Group) pull back the curtain to show you how they structured their QOF and QOZB to truly "practice what they preach" in this video that talks about funding, asset tests, and more.
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Episode 06 — OZs and Commercial Real Estate
OZworks Group members Ted Aust, Sanjay Raghavaraju , Chris Montgomery, and Lawrence Jatsek shared their biggest commercial real estate challenges in the OZ industry, social impact approaches and exit strategy viewpoints!
OZworks Group Virtual Panel Series events are free, live, online sessions d...
