Midas Wealth Partner Meeting 8/13/2025

Midas Wealth Partner Meeting 8/13/2025

Stevie
Published on: 14/08/2025

Midas Wealth discussed various tax credit and depreciation options for residential and commercial solar systems, including the ability to carry forward unused credits and the complexities around the new legislation. They provided guidance on navigating the tax credit transfer process, handling business and personal tax returns, and commercializing existing residential systems to take advantage of increased depreciation benefits. The team emphasized the importance of careful planning and coordination to ensure clients can maximize the available incentives.

Updates
Midas Wealth Partner Meeting 8/5/2025

Midas Wealth Partner Meeting 8/5/2025

Stevie
Published on: 14/08/2025

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.

Updates
Midas Wealth Partner Meeting 7/30/2025

Midas Wealth Partner Meeting 7/30/2025

Stevie
Published on: 30/07/2025

Midas Wealth discussed the company's solar energy offerings, including the tax credit transfer process, payment options, and the partnership with homeowners. Key highlights include the availability of refinancing options, the timeline for credit registration and commissions, and the importance of the referral program as the company experiences rapid growth in the solar industry.

Updates
Midas Wealth Partner Meeting 7/23/25

Midas Wealth Partner Meeting 7/23/25

Stevie
Published on: 28/07/2025

Midas Wealth team members discussed the company's new solar financing products, including direct outreach, tax equity pre-activation, and tax equity post-activation, as well as the updated calculator and processes for submitting customer timelines. Key highlights included the tax credit transfer options, depreciation benefits, and the importance of accurate information and timely submissions for the successful implementation of these offerings.

Updates