Share information with your team
Coming SoonMain Street Pulse is designed to streamline the process of reviewing your business plan with your partners, family, CPAs, and tax attorneys.
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Share with your business partner
The Main Street Pulse platform is designed to streamline the process of reviewing your business plan with your partners, allowing you to focus on your vision without getting bogged down with the details. With Main Street Pulse, you can effortlessly stay informed about all decisions, keep track of board meeting dates, and securely store your agenda using our integrated document storage feature.
Share with your CPA or attorney
When you share your wealth plan with your CPA or attorney using Main Street Pulse, you open the door to receiving valuable professional advice and support. This can greatly improve the effectiveness of your estate planning efforts and give you added assurance in your decisions. Working alongside your CPA can lead to substantial tax savings and foster faster growth of your wealth.
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Share your estate with your family
It's crucial to provide your trustees with access to your wealth plan so they can stay well-informed about the management of your estate. Granting them visibility into your wealth plan allows them to gain a comprehensive understanding of your financial goals, assets, and plans for distribution. This level of transparency empowers your trustees to make well-informed decisions and effectively fulfill their responsibilities in managing your estate.
