How I De-Risk My Tear Sheets for Brokers · Proof Stacking 4 Real Estate

How I De-Risk My Tear Sheets for Brokers

Most real estate brokers love having an extra “tax story” for their deals, but they’re scared to put anything in the OM that could look like tax advice or come back on them later.So the way I position my Tax Logic tear sheets is:This is my illustrative tax view, not the broker’s advice.Buyers are told clearly: “Give this to your CPA, attorney, and lender and let them bless or change it during due diligence.”On the tear sheet itself I add a broker‑friendly note like:“Broker use: This summary is provided by Tax Logic as third‑party illustrative analysis. Broker is not providing tax, legal, or accounting advice and should direct all prospective buyers to their own CPA, attorney, and lender to review these estimates during due diligence.”Now the broker isn’t “owning” the numbers. They’re just passing along a third‑party illustration and explicitly pushing buyers back to their professional advisors, which is exactly what compliance and common sense want anyway.

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