Which parts run for a client?
For a single review, the professional picks the main area. For a full review, Rivalta shows which areas fit the household before the work starts.
Six areas. One clear review.
Rivalta brings the parts of a hard money decision into one review. It helps a licensed professional see where one choice changes another. Read the public examples to see the questions, the output, and the limits.
See a sample reviewWealth review — overview
Wealth.
Review investing, retirement income, and tax choices that shape a family’s plan.
Read the public examples to see the questions, the output, and the limits.
// IRC §408A(d)
Tax.
Review tax choices alongside the rest of the family’s plan.
Corporate Tax is in pilot. It starts with a conversation.
// IRC §2010(c)
Estate.
Review ownership, gifts, trusts, and plans for the next generation.
Read the public examples to see the questions, the output, and the limits.
// IRC §2056
Insurance.
Review coverage, financing, and protection with the rest of the plan in view.
Read the public examples to see the questions, the output, and the limits.
// IRC §2042
Trade.
Review when market conditions may matter to a choice elsewhere in the plan.
Trade does not place orders. It gives the professional more context before they decide.
// Reg. §1.1091-1
Business & Real Estate.
Review business and property choices that affect a family’s income and taxes.
Read the public examples to see the questions, the output, and the limits.
// IRC §1031, §1202
One synthesis.
Review the public comparisons for decision questions, observed output, and stated limits.
A good professional thinks about tax, estate, and insurance together. Concord helps them see where those parts disagree and work through the conflict before they act.
The result is one written brief. It shows the choice, the tradeoff, and the open questions. The professional decides what to share and what to do next.
Concord — connected decisions
11 patent-pending claims
See a sample reviewCommon questions.
How is client privacy protected?
Review current privacy and data-handling information with Rivalta before use. Contact us with questions about your proposed use.
Does Rivalta replace my CPA, attorney, or other advisors?
No. Rivalta helps a licensed professional review a hard situation. It does not give advice to a client or carry out a transaction. The professional uses their own judgment and stands behind their work.
What do I receive, and what do I hand the client?
Read the public sample to see what the review includes and where it stops. The professional decides what to share with a client.