– Establish investor goals through an introductory meeting, with advisors welcome on calls.
– Provide follow-up discussions to offer choices for achieving the established goals.
– Conduct ongoing discussions with the client to select optimal current and future tax savings.
– Provide regular updates to keep advisors informed.
– Generate unlimited scenarios using our 1099-EXCH Generator™ to demonstrate how different DSTs will impact your goals.
– Provide all data required to prepare the tax return once all calculations are finalized.
– Determine the best method of depreciation by choosing from eleven different options.