Briefing path
Give qualified people enough context to involve their advisor.
A briefing should narrow the question without turning into a tax opinion. The goal is to help qualified people decide whether a private review is worth their time.
- 45 min
- group or private briefing length
- 6-part
- agenda from fit to diligence
- CPA
- advisor review before reliance
On the agenda
What a briefing actually covers.
Six plain segments, from a fit screen to the diligence a CPA or tax attorney reviews. It screens for fit only; nothing here is tax or legal advice.
Fit screen
Confirm liability range, relevant tax years, profile, entity type, and advisor status before deeper discussion.
Review overview
Walk through the clean energy credit review path without making final tax or qualification claims.
2023 question
Explain why prior-year relevance creates a review question, not a blanket promise that every person can carry credits back.
Diligence path
Separate the Olson attorney letter, WSRP accounting letter, and Leo Berwick accounting memo so a CPA or tax attorney can review the source material before anyone relies on a structure.
Risk controls
Cover recapture, passive activity, basis, at-risk, hold-period, and sponsor-document questions at a high level.
Next step
Point you toward the right next step — a group follow-up, partner referral, or private review — based on your situation.
Your intake is read by a person, not a bot. We screen for fit only. Any clean energy credit structure is confirmed against source materials and your own CPA or tax attorney before you rely on it.
Briefing rule
Keep the call from sounding like a conclusion.
Start your review
Bring the right context to a briefing.
Share your tax-year and liability picture first. If a briefing may fit, we line one up, and any structure goes to your own CPA or tax attorney before reliance.