YCharts’ Transition Analysis tool streamlines the portfolio transition process to enhance your practice’s proposal workflow and ensures any transition plan is mindful of your client’s tax budget.
How to Create a Transition Analysis:
1. Select the Transition Analysis tab within the portfolio (portfolio must be a 'client portfolio').
2. Choose the portfolio you'd like to transition to in the Transition Security section at the top left.
3. Select a transition type in the Transition Type dropdown. Learn more about the transition types here.
4. Select Run.
5. You can save the transitioned portfolio as a model, download a PDF of the report, or archive the transition analysis.
