Clone of Risk Tolerance App

1

Have you ever paid more than $250,000 in Federal income tax in a single year?

YESNO

2

Do you own concentrated or low-basis stock positions worth $1 million or more that you're hesitant to sell due to capital gains tax?

YESNO

3

In the last 3 years, have you implemented any of the following advanced tax strategies? (check all that apply)

Charitable Remainder Trust (CRT)

Qualified Opportunity Zone investment

Private Placement Life Insurance (PPLI)

Deferred Sales Trust (DST)

4

Do you receive K-1s from private equity, hedge funds, or real estate partnerships that create unexpected tax surprises?

YESNO

5

Are you a business owner whose company is valued at $10 million or more and you're unsure how to minimize taxes upon a future sale?

YESNO

6

Have you ever left money on the table because your CPA or advisor didn't proactively recommend tax-loss harvesting in your separately managed accounts?

YESNO

7

Do you or your spouse trigger the 3.8% Net Investment Income Tax (NIIT) or the additional 1% Medicare surtax on high earners this year?

YESNO

8

Are you worried that new legislation or IRS crackdowns could eliminate strategies you're currently counting on (e.g. backdoor ROTH, 1031 exchanges, grantor trusts)?

YESNO

9

Would you like to reduce your effective Federal tax rate by 5-15% legally and ethically using strategies most CPAs never present?* This field is required.

Yes, definitely

Maybe, tell me more

No, I'm already optimized

10

On a scale of 1 to 100, your score below indicates how potentially useful and helpful a Tax Planning appointment with one of our advisors could be.

11

To schedule your appointment, either Michelle Vidales or Sarah Waters will reach out to compare calendars with you...>

IWA will never share your contact information with a 3rd party. This material is provided for informational purposes only and should not be construed as tax, legal, or accounting advice. Integrity Wealth Advisor, Inc., is not a tax advisor. Please consult your own tax professional regarding your specific situation before making any financial decisions.

12

What name should we use when reaching out to you?* This field is required.

First Name

Last Name

13

Your preferred phone number:* This field is required.

Please enter a valid phone number.

14

Your preferred email address:* This field is required.

example@example.com

15

Finally, before you hit SUBMIT, would you prefer we reach out by phone or email?

Phone

Email