Unlocking Tax-Free Investing: Ashley Tison Explains Opportunity Zones

Unlocking Tax-Free Investing: Ashley Tison Explains Opportunity Zones

Welcome back to The Cashflow Project! In this episode, we sit down with Ashley Tison, co-founder of OZ Pros and a leading expert on Opportunity Zones. Ashley breaks down how Opportunity Zones work, how investors can defer taxes, and how these strategies can create both strong returns and community impact. With years of experience helping investors defer over $1 billion in taxes, he shares practical insights for both seasoned and newer investors. If you’re looking to maximize returns while minimizing taxes, this episode is packed with valuable takeaways you won’t want to miss. [00:00] Introducing Ashley: The Opportunity Zone Sherpa [04:34] Developing a document management platform [08:13] Introduction to Opportunity Zones [09:31] Opportunity zones tax incentives [15:07] Rural opportunity fund tax benefits [17:01] Upcoming regulation changes and deadlines [21:35] Linking to resources in show notes [22:21] Tax planning and capital reinvestment [28:22] Success of Opportunity Zones [30:26] Opportunity Zone investment patterns [34:07] Starting a law practice [37:44] From first flip to Opportunity Zone fund [39:50] Discussing opportunity zones with Ashley Tyson Connect with Ashley Tison! Website [https://ozpros.com/] LinkedIn [https://www.linkedin.com/in/ashley-tison] Connect with The Cashflow Project! Website [https://tricityequity.com/] LinkedIn [https://www.linkedin.com/in/tricity-equity-group-21877a1a7/] YouTube [https://www.youtube.com/channel/UCjzDbifnYoBAhO03Ojl6HcA] Facebook [https://www.facebook.com/tricityequity/] Instagram [https://www.instagram.com/tricityequity/]

Hard Money Lending, Flips, and Rental Investing Secrets with Joel Miller

Welcome back to The Cashflow Project! In this episode, we’re joined by repeat guest Joel Miller—veteran real estate investor, bestselling author, and experienced hard money lender. With roots in real estate dating back to 1978, Joel shares practical insights on hard money lending, building trust, and developing the mindset needed for long-term wealth. He also dives into lessons from decades in the industry, tips for new investors, and the importance of passing on financial knowledge. If you’re looking to leverage hard money or sharpen your investing strategy, this episode is packed with real-world advice you won’t want to miss. [00:00] "Real Estate Side Hustle Guide" [06:25] "Hard Money Lending Explained" [10:26] "Finding Local Hard Money Lenders" [12:01] "Lender as Partner in Investing" [15:10] "Hard Money Lending for Beginners" [21:11] "Local Hard Money Lending Benefits" [23:41] "Local Expertise Matters in Lending" [25:24] "Consequences of Poor Planning" [30:31] "Property Sale Plan to Son" [33:19] "Build Real Estate Wealth" [37:46] "Learn, Connect, Invest Together" [38:17] Honolulu Real Estate Ventures Connect with Joel Miller! Website [https://www.joelmillerbooks.com/] LinkedIn [https://www.linkedin.com/in/joel-miller-42981811] Instagram [https://www.instagram.com/joelmillerbooks/] Connect with The Cashflow Project! Website [https://tricityequity.com/] LinkedIn [https://www.linkedin.com/in/tricity-equity-group-21877a1a7/] YouTube [https://www.youtube.com/channel/UCjzDbifnYoBAhO03Ojl6HcA] Facebook [https://www.facebook.com/tricityequity/] Instagram [https://www.instagram.com/tricityequity/]

Maximizing Tax Benefits and Wealth with Alex Lopez

Welcome back to *The Cashflow Project*! In this episode, we sit down with Alex Lopez, managing partner at Osher CPAs, specializing in CFO services and tax minimization strategies. With over a decade of experience—and as a real estate investor himself—Alex shares practical insights on scaling businesses, increasing profits, and leveraging the tax code. He also discusses how his background, from Medellín to navigating the 2008 crisis, shaped his approach to wealth-building. You’ll learn actionable strategies like maximizing depreciation, structuring investments, and using real estate to reduce taxes and grow long-term wealth. [00:00] "Tax Strategies: Fixing Past Mistakes" [04:18] "From Business Dreams to Accounting" [08:46] "Hedge Inflation with Hard Assets" [11:53] "Taxes, Value, and Opportunity" [16:28] Real Estate Tax Benefits Explained [20:27] "Depreciation Benefits for Businesses" [23:56] "Tax Planning for Higher ROI" [27:45] Oil and Gas Investment Opportunities [30:06] "Tax Strategies for Investors" [32:12] "Investing in AI or Energy" [35:40] "One Strategy Can Transform" [39:07] "Investing Tips with Alex Lopez" Connect with Alex Lopez! Website [https://www.oshercpas.com/] LinkedIn [https://www.linkedin.com/in/alex-lopez-cpa-55a25539/] Instagram [https://www.instagram.com/alexlopezcpa/] Connect with The Cashflow Project! Website [https://tricityequity.com/] LinkedIn [https://www.linkedin.com/in/tricity-equity-group-21877a1a7/] YouTube [https://www.youtube.com/channel/UCjzDbifnYoBAhO03Ojl6HcA] Facebook [https://www.facebook.com/tricityequity/] Instagram [https://www.instagram.com/tricityequity/]

Achieve More Than Money: Holistic Wealth and Life Strategy with Dave Wolcott

Dave shares his journey from military service to building a purpose-driven life focused on family and financial freedom. He breaks down his holistic wealth strategy, which goes beyond money to include intellectual, emotional, physical, and spiritual capital. We explore how major life events can spark a shift toward generational wealth, and discuss practical steps to move beyond simply earning income—by creating a clear vision, building the right team, and repositioning assets for growth, tax efficiency, and cash flow. If you’re looking to align your wealth with your purpose and explore alternative investments, this episode delivers actionable insights you can use right away. [00:00] "Rethinking Wealth and Parenting" [05:12] Building Legacy Through Investment Strategy [08:39] Defining Fulfillment Through Self-Investment [11:49] "Holistic Wealth and Fulfillment" [14:42] "Scaling Wealth Through Strategy" [18:39] Asset Repositioning for Financial Efficiency [22:21] "Invest Beyond Savings for Growth" [23:56] "Achieving Financial Freedom Strategically" [28:56] "Game-Changing Investment Opportunities" [32:24] Invest Smart, Beyond One Market [33:56] "Year of Opportunity Framework" [36:23] Resilience: Navigating Life's Cycles [40:20] "Life-Changing Impact for All" [42:17] Inspire, Act, Impact Lives Connect with Dave Wolcott! Website [https://pantheoninvest.com/] LinkedIn [https://www.linkedin.com/in/dave-wolcott-863306] Connect with The Cashflow Project! Website [https://tricityequity.com/] LinkedIn [https://www.linkedin.com/in/tricity-equity-group-21877a1a7/] YouTube [https://www.youtube.com/channel/UCjzDbifnYoBAhO03Ojl6HcA] Facebook [https://www.facebook.com/tricityequity/] Instagram [https://www.instagram.com/tricityequity/]

Scaling a Lending Business: Dynamo Capital’s Creative Approach to Investor Financing

Welcome back to The Cashflow Project Podcast! In this episode, we sit down with Matt Medrano, managing partner and CRO of Dynamo Capital, Kansas’ leading private lender. Matt shares his journey from working in foundation repair to building a fast-growing lending company focused on creative financing solutions. We dive into how Dynamo’s approach—including DSCR loans, portfolio consolidation, and entity-only lending—gives investors flexible capital beyond traditional banks. Packed with real-world lessons on resilience, relationship-building, and smart problem-solving, this episode delivers practical insights for investors and entrepreneurs ready to level up. [00:00] "Reframing Goals and Career Realizations" [06:28] "Sales Role in Home Solutions" [07:37] Costly Home Repairs Explained [11:37] Adapting to Work Challenges [15:27] "Redefining Success Through Storytelling" [19:14] Perseverance, Pivoting, and Hindsight [21:21] "Connections Through Collected Jerseys" [25:47] "Rethinking Lending with a 'Why?'" [26:46] "Challenges in Midwest Loan Brokering" [30:43] "DSCR Loans for Investors" [34:42] $50K Profit Investment Deal [38:40] Startup Struggles and Triumphs [41:38] "Scrappy, Solution-Driven Fund Managers" [44:11] "Real Estate to Wall Street" [46:03] Raising Lending Standards Locally [51:01] "Future Success and Growth Ahead" [52:38] "Connect, Act, & Stay Tuned" Connect with Matt Medrano! LinkedIn [https://www.linkedin.com/in/matthew-medrano-4a3987bb] Website [https://dynamocapital.com/] Instagram [https://www.instagram.com/dynamo_capital/] Connect with The Cashflow Project! Website [https://tricityequity.com/] LinkedIn [https://www.linkedin.com/in/tricity-equity-group-21877a1a7/] YouTube [https://www.youtube.com/channel/UCjzDbifnYoBAhO03Ojl6HcA] Facebook [https://www.facebook.com/tricityequity/] Instagram [https://www.instagram.com/tricityequity/]