Private Client
Tax Planning Strategists
Data Center / Power Infrastructure Strategy

Client Intake

Our best conversations happen when we have some basic info about your income situation. This brief form helps us come prepared.

Your information
To begin
Your name and contact information
A few basics so we know who we're speaking with.

Please complete all fields above before continuing.

Question 1 of 3
What is your filing status?

Please select an option to continue.

Question 2 of 3
What range best describes your income?
A rough estimate works for us.

Please select an option to continue.

Question 3 of 4
Do you have at least $500,000 in investable assets, or will you be able to free up $500,000 in cash by May 31st?
This strategy requires a minimum cash commitment. A rough sense of your liquidity is enough.

Please select an option to continue.

Question 4 of 4
Is there a transition or significant moment on the horizon for you?
A business sale, a liquidity event, or simply a year where your income looks very different than usual. These moments often define when planning matters most.

Please select an option to continue.

A final question
What brought you here — and what are you hoping we can help with?

Please share a brief response before submitting.

✓

Thank you — we'll be in touch soon.

We'll reach out via email to set up a focused 30-minute call to determine how the data center / power infrastructure strategy fits your situation.

—

This strategy has a specific income threshold.

The data center structure is designed for income above $1M — that's the level where the depreciation deduction moves the needle meaningfully. Based on what you shared, the timing isn't quite right.

That said, there may be other planning strategies worth exploring depending on your full picture. Your advisor knows your situation best — we'd encourage you to follow up with them directly. If they think a broader conversation with PCS Planning makes sense, they can make the introduction.

◎

Your situation may call for a different conversation.

Transaction planning — a business sale, partnership exit, or liquidity event — is one of the most consequential tax moments a client can face, and it requires more than a single strategy. The data center structure may still be part of the picture, but the real opportunity is in how all the pieces fit together before the transaction closes.

Ask your advisor to connect you with PCS Planning. Clients approaching a liquidity event are exactly who we do our best work with.

—

This particular strategy may not be the right fit right now.

The data center structure requires a $500,000 minimum cash commitment by May 31st. Based on what you shared, the timing on liquidity may not line up for this round.

That said, PCS Planning works with strategies across a range of investment minimums. There may be planning opportunities that fit your situation today. Ask your advisor to connect you with us directly — we're happy to take a look.

PCS Planning · Private Client Tax Planning Strategists
21515 Hawthorne Blvd, Suite 820 · Torrance, CA 90503
"What you keep matters as much as what you earn."