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Streams to ImpactAuthor: Allen Lomax
Streams to Impact Youve spent your life helping otherssolving complex problems, building systems, saving lives. But when it comes to your own financial future? You're realizing... the tools you were handed don't build freedom. They build pressure.Streams to Impact is a podcast for high-performing professionals who didnt choose their path for status or money, but to make a meaningful difference.Now, you want your wealth to do the same.Hosted by Dr. Allen Lomax, a psychologist-turned-investor who lost everything in 2008 and rebuilt with presence over pressure, this show explores how trustnot tacticsis the real foundation of lasting wealth.Through intimate conversations with experts in alternative investing, youll discover how to:Reclaim your time, energy, and creative sparkInvest with integrity and intentionBuild wealth that lets you be more, not just have moreThis isnt hustle culture. This isnt passive income hype.This is a return to what matters.A new kind of wealth that is built on trust, not transaction.Youve given so much. Now its time to build a life that gives back to you. Language: en-us Genres: Business, Courses, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Thinking Like a Family Office with Ashley Tison - Episode - 566
Episode 566
Sunday, 29 March, 2026
We'd love to hear from you. What are your thoughts and questions?In this conversation, Ashley Tison, a tax strategist and co-founder of OZPros, discusses the significance of Opportunity Zones as a powerful tax incentive for investors. He explains how these zones were created to attract private capital into underserved areas, allowing investors to defer and potentially eliminate capital gains taxes. The discussion covers the mechanics of investing in Opportunity Zones, the importance of community impact, and how family offices approach capital deployment strategically. Tison emphasizes the need for compliance and the common pitfalls investors face, particularly the critical 180-day window for capital gains reinvestment.Main Points:Opportunity Zones are designed to attract private capital into underserved areas.Investors can defer capital gains taxes by investing in Qualified Opportunity Funds.The program has mobilized approximately $150 billion into Opportunity Zones.Investing in these zones inherently creates positive community impact.Family offices prioritize long-term wealth creation and risk management.Investors should be aware of the 180-day reinvestment deadline to avoid penalties.Not all investments in Opportunity Zones are created equal; due diligence is essential.The program allows for a variety of investment types, including real estate and operating businesses.Common mistakes include failing to act within the 180-day window and misunderstanding the nature of Opportunity Zones.Successful investments require a focus on both financial returns and community outcomes.Connect With Ashley Tison:ashley@ozpros.comozpros.comhttps://www.linkedin.com/in/ashley-tisonhttps://www.youtube.com/@OZPros/videos
