Help Your Clients Navigate Opportunity Zones and Make More Money
A private platform for CPAs and wealth advisors navigating client liquidity events
THE OZ INSIDER NETWORK
A tight-knit group of industry experts collaborating on advanced strategies.
Jimmy Atkinson
Influencer / OZ NewsHour (41:32)
Blake Christian & Rishabh Krishan
CPAs
Ashley Tison & Jason Brooks
Attorneys - OZ Pros
Key Strategies
- Pre-TCO Double Net Leasing in Opportunity Zones
- Pre-TCO Double Net Lease Retail Opportunity Zone Investment Strategy
- Pre-TCO NN Lease Opportunity Zone Strategy
- Centennial Advisers Golden Opportunity Zone Strategy
Presenting at Summer OZ Pitch Day 2026
Your clients are asking about OZ. But
It’s complex
Navigating QOF and QOZB compliance requires specialized legal and tax expertise that falls outside standard advisory.
It’s time-sensitive
The 180-day investment window leaves no room for error. Missing deadlines means losing the tax advantage entirely.
And it requires the right structure
Finding vetted, institutional-quality projects in viable zones requires dedicated acquisition teams and deep market knowledge.
What is the Golden OZ Partner Network?
The Golden OZ Partner Network is a private platform for CPAs and wealth advisors who serve clients approaching or experiencing liquidity events.
We provide structured strategies, institutional-grade real estate access, and tax-advantaged planning frameworks that allow advisors to deliver more value—while remaining the primary relationship.
For advisors able to participate, we offer structured referral or participation economics.
For those who cannot, we operate as a fully white-labeled strategic partner—ensuring you remain the central advisor while we support execution.
You stay the trusted advisor. We handle the complexity behind the scenes.
We act as your OZ partner
The Golden OZ Partner Network equips CPAs and wealth advisors with institutional-grade real estate strategies to help clients transition concentrated wealth into tax-efficient, income-producing assets.
Strategy support
Deal access
Client education
Co-branded opportunities
Expand What You Offer
Download the OZ Playbook for Advisors and become the go-to resource for tax-advantaged real estate strategies.