Advisor review
Give CPAs and tax attorneys the questions they need before a prospect moves forward.
The strongest version of this opportunity is advisor-led. This page keeps the diligence path clear for prospects before they treat any example as reliable.
6
core diligence areas
No
tax opinion from this site
Written
sponsor answers required
Credit section
Confirm the exact credit sections, ownership path, transfer or allocation treatment, and whether the claimed carryback period fits the credit.
Taxpayer fit
Review taxpayer type, entity structure, basis, at-risk rules, passive activity limitations, and material participation questions.
Documents
Request subscription documents, project documents, sponsor materials, allocation details, debt terms, opinions, and reporting forms.
Recapture
Confirm hold period, recapture triggers, exit terms, transfer restrictions, and what happens if the project or taxpayer facts change.
Funding
Understand the cash component, note or debt component, timing, payment obligation, and whether payout projections match documents.
Reliance
Document that the prospect is relying on their professional advisors and final documents, not public marketing copy.