Midas Wealth Introduces Innovative Tax Equity Transfer Program for Solar Homeowners

Midas Wealth is excited to announce its new tax equity transfer program, designed to help homeowners maximize the value of their solar tax credits by selling them to investors with tax liability. Led by Cody, CEO of Midas Wealth, the team is streamlining the process to ensure a seamless experience for homeowners, whether they’ve already installed solar systems or are exploring new installations.

Key Highlights:

1. Flexible Options for Homeowners who are interested in selling their tax credits.

The program offers both pre-activation and post-activation tax credit transfer options, making it accessible for homeowners at different stages of their solar journey. Homeowners who have already installed systems can still benefit as long as their system has received PTO on or after January 1st 2025, this would be considered a POST activation. PRE activation means any new install deals who receive PTO after the current date (7/2/2025). All 2025 systems can utilize tax credit transfer but will need to be verified by Midas Wealth in order to qualify. 

2. Leveraging the Big Beautiful Bill Legislation

With the recent passage of the Big Beautiful Bill through the Senate, homeowners can take advantage of 100% depreciation opportunities. This landmark legislation enhances the financial benefits of solar investments, and Midas Wealth is positioned to help homeowners navigate these opportunities through direct outreach deals effectively. 

3. Streamlined Process with Timely Execution

Cody emphasized the importance of timely document submission from the sales team to ensure a smooth process meaning as soon as your customer is ready to move to the next stage submit as soon as possible to Midas to start the process! By prioritizing efficiency, Midas Wealth minimizes delays and delivers promised benefits to homeowners promptly. The team is also working on simplifying the LLC setup process for pre-activation transfers, including providing a straightforward way for salespeople to submit available LLC names through the state of Wyoming.

4. Homeowner Flexibility and Support

For homeowners who prefer to work with their own accountants, Midas Wealth offers guidance and documentation to ensure the commercialization process (depreciation/interest applicable solar savings process)  is seamless if they pursue their own CPA. Again, this is ONLY for direct outreach deals. We can accept customers from 2023 and on as long as this is the best fit for your customer, if you have more questions on which is the best fit, direct outreach OR tax credit transfer, please reach out to Midas directly.

5. Investor Opportunities

Cody recently connected with an investor with significant capital, highlighting the program’s appeal to those looking to invest in solar tax credits. This creates a win-win scenario, allowing homeowners to monetize their credits while providing investors with valuable tax benefits.

6. Commitment to Excellence

Midas Wealth is covering upfront costs to offer this program at no charge to homeowners, underscoring the company’s commitment to accessibility and customer satisfaction. To maintain this high standard, Cody has urged the sales team to submit required documents promptly and ensure timely payments to support the program’s operations. Below are some steps to showcase how to submit all deals properly and efficiently. 

Step 1 : go to midaswealth.com

Step 2: click on checkout in the top left corner

Step 3: Enter the password : Midas2025

Step 4: Select which type of deal you are submitting. See below for descriptions.

New Deal: is any brand new solar installation you set up for your customer with the intention to apply tax credits to the homeowner.  

Direct Outreach : is for any rep selling a previously installed system who needs an amendment to reclaim the depreciation/interest savings and set them up for future years. 

Tax Credit Transfer: is for any customer who was installed in 2025 who wishes to sell their tax credits.  

Step 5: Fill out ALL information on the given form, and upload any and all necessary documents like install agreement, interconnection agreement, utility bill, and anything else helpful to assisting the customer.

Step 6:  Hit submit and for major brownie points, send an update text to Stevie to let her know to maintain visibility. You can reach her here: 385-215-5142.

Step 7 : Book a welcome call ONLY after ALL documents have been submitted. 

Conclusion

Midas Wealth’s tax equity transfer program is a game-changer for solar homeowners, offering a simple and effective way to unlock the full value of their tax credits. With a focus on flexibility, efficiency, and customer support, Midas Wealth is paving the way for a brighter, more sustainable future. Stay tuned for updates as we continue to innovate and expand this exciting program!

For more information, contact Partner Relations Manager - Stevie @ 385-215-5142 or [email protected] and discover how you can benefit from this groundbreaking initiative.