Free Zoom webinar on October 21 at 1 PM Eastern
The IRS proposed 121 pages of rules you need to know to avoid penalties. This free one-hour webinar explains the new OZ reporting rules in plain English, then shows how to automate the work so your fund is ready for 2027 and beyond.
For fund sponsors, fund administrators, and the CPAs who file for OZ funds.
12
days until the webinar
October 21 at 1 PM Eastern.What you will leave with
The hour is built so that each part ends with something you can use the same week.
You leave with one list of what the rules ask of your fund, each business, and each investor, ready to hand to your team.
You see the collecting, the testing, and the filing set up so the monthly job runs itself.
You get a plan to carry your existing fund into the new rules, with the December 31 lock-in done right.
Every registrant gets five free tools that help a fund with OZ 2.0, by email, whether or not you attend.
Who it is for
Each of them owns part of the monthly job, and each leaves with their own part of the plan.
You learn what your fund owes each year, which of your people holds each number, and what to do before December 31.
You see how the monthly job runs across every fund on your book, and how to carry a whole book into 2027 without a season hire.
You get the facts each test needs, who to ask for them, and the package you will receive when filing season opens.
What we will cover
First the rules, then the numbers they need, then the people who collect them.
We show which papers bind you today, so you know what to act on.
We walk the 90% test, the business tests, and the five property rules.
We list the facts each test needs and who holds them, so you can start collecting.
We set out what each party must send, and when, so no due date passes quietly.
We name the eight ordinary mistakes behind most penalties and the fix for each.
We show a monthly rhythm that works, with a short look at OZfile running it.
We map the next 180 days, the December 31 tax, and your action board.
October 21 · 1 PM Eastern
The recording and the five tools come by email either way.
Five free tools for every registrant
Register and all five arrive by email with the recording and the slides, whether or not you attend. Use them whether or not you ever buy OZfile.
It tracks candidate zones as each state posts its list.
It locks in an old-zone project after December 31.
It explains the new rules in plain English for your whole team.
It is ready to sign, so each business shares its facts on time.
It covers what investors and CPAs must do, including Form 8997.
The five tools, the recording, the slides, and the handout all come by email.
Presented by
Advalis builds filing software trusted by market leaders across Treasury and IRS programs. OZfile is its complete fund solution for the OZ 2.0 rules.
200,000+
Treasury filings completed
6,000+
Customers across our products
SOC 2
Type II, independently audited
$10M+
Insurance coverage
Questions
Yes. There is no charge and no purchase needed, for the hour or for the five tools.
One hour, starting at 1 PM Eastern on October 21, 2026, with time for questions at the end.
No. If you have your entity list to hand, you can follow the action board against your own fund.
Yes. Every registrant gets the recording, the slides, and the handout by email, whether or not they attend.
Whoever owns a number. That is usually the fund manager, the controller, the administrator, and the preparer.
No. The webinar explains the rules in plain words and shows software. Confirm your facts with your own CPA or counsel.
Save your seat
December 31 does not move, and the first filings land in spring 2027. One hour now saves the scramble later.
