Briefing path
Give qualified prospects the right amount of context before advisor review.
A briefing should create clarity without turning into a tax opinion. The goal is to help qualified people understand whether a private review is worth their time.
45 min
group or private briefing length
5-part
agenda from fit to diligence
CPA
advisor review before reliance
Fit screen
Confirm liability range, relevant tax years, profile, entity type, and advisor status before deeper discussion.
Offer overview
Walk through the clean energy credit review concept 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
List the documents and questions a CPA or tax attorney should evaluate before the prospect relies on the structure.
Risk controls
Cover recapture, passive activity, basis, at-risk, hold-period, and sponsor-document questions at a high level.
Next step
Route the person to no-fit, group follow-up, partner referral, or private review based on the intake score.
Briefing rule