Midas Wealth Partner Meeting 8/5/2025

Midas Wealth team members discussed the solar tax credit transfer process, including the differences between pre-activation and post-activation options, the importance of the engagement letter, and the challenges around the domestic content credit. The team also provided updates on the company's progress, emphasizing the need for partners to submit pre-activations quickly to activate LLCs and move forward with the tranches, as they aim to reach the $5 million mark in the next week to effectively sell the credits and tranches.

Below is the meeting video and timeline of certain topics:

Tax Equity Transfer Process 17 min From 08:01

Home Equity Loan 3 min From 26:00

Document Submission Process 1 min From 29:58

Tax Equity Transfer Scenarios 8 min From 31:54

Engagement Letter Process 3 min From 40:29

Reclaim and Recapture Rules 3 min From 43:43

Domestic Content Certification 2 min From 46:56

Cody's Updates 5 min From 49:34