Qualified Intermediary A Complete Guide - 2021 Edition

Are automated advice platforms providing advice or portfolio management services, or both?

Are you as Board members allowed to individually go to another Center Boards meeting?

Can a 1031 exchange and a primary home exclusion be combined to maximize tax savings?

How might entities that currently charge tuition also provide an intermediary function?

How much should your organization record as the sales price on this transaction and when?

If you close on your relinquished property without a QI do you still do a 1031 exchange?

Is the system of immovable property registration subject to a state or private guarantee?

What if a consumer refuses to provide the intermediary pertinent financial information?


This Qualified Intermediary Guide is unlike books you're used to. If you're looking for a textbook, this might not be for you. This book and its included digital components is for you who understands the importance of asking great questions. This gives you the questions to uncover the Qualified Intermediary challenges you're facing and generate better solutions to solve those problems.


Defining, designing, creating, and implementing a process to solve a challenge or meet an objective is the most valuable role… In EVERY group, company, organization and department.



Unless you're talking a one-time, single-use project, there should be a process. That process needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'



This Self-Assessment empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Qualified Intermediary investments work better.



This Qualified Intermediary All-Inclusive Self-Assessment enables You to be that person.



INCLUDES all the tools you need to an in-depth Qualified Intermediary Self-Assessment. Featuring new and updated case-based questions, organized into seven core levels of Qualified Intermediary maturity, this Self-Assessment will help you identify areas in which Qualified Intermediary improvements can be made.



In using the questions you will be better able to:



Diagnose Qualified Intermediary projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices.



Implement evidence-based best practice strategies aligned with overall goals.



Integrate recent advances in Qualified Intermediary and process design strategies into practice according to best practice guidelines.



Using the Self-Assessment tool gives you the Qualified Intermediary Scorecard, enabling you to develop a clear picture of which Qualified Intermediary areas need attention.



Your purchase includes access to the Qualified Intermediary self-assessment digital components which gives you your dynamically prioritized projects-ready tool that enables you to define, show and lead your organization exactly with what's important.