Prüft Betriebsprüfung, Steuerfreistellung, Escrow, Limitation, Cooperation Covenant und Claims-Prozess im Private Equity Praxis.
Prueft tax claims, priority, secured tax liens, dischargeability, returns, plan treatment and refunds.
Wenn es um Tax Claims in Bankruptcy in US Bankruptcy Code geht: prüft Frist, Form, Zuständigkeit, Rechtsweg und Sofortmaßnahmen; liefert eine Fristen- und Risikoampel mit…
Drafts formal request letters for Tax Clearance Certificates from state tax authorities on behalf of corporate entities.
Tax preparation client communication, deadline management, and entity-specific requirements
Audit corporate tax compliance systems across jurisdictions. Analyzes tax engine configuration (Avalara, Vertex, ONESOURCE), nexus determination and Wayfair economic nexus…
Finds all tax-related documents referenced or attached in email — including VAT invoices, tax receipts, 1099s, and official tax correspondence.
Navigate the US tax, estate, and legal regime for collectibles — including the 28% maximum long-term capital gains rate on collectibles (IRC §1(h)(4)), Form 8283…
Activate when: a position/election has effects beyond this year — S-corp election, depreciation/§179/bonus, accounting-method change, filing status, Roth conversion, entity…
Builds a prioritized list of all tax deadlines falling within the next 90 days, sorted by days remaining.
Projects the current quarter's estimated federal tax payment by aggregating YTD income across all sources (W-2 wages, 1099-NEC, rental, capital gains, dividends, business income),…
Checks the expected tax document checklist for the current tax year against files actually received in vault/tax/00_current/ and flags anything expected but not yet received.
Scans transaction records and vault documents in vault/tax/00_current/ for deductible expenses, classifies each against IRS deduction categories (home office simplified or actual…
Extract structured data from W-2s, 1099s, 1040s, and other tax forms — employer/payer, recipient, wages, withholdings, box-by-box amounts — as typed JSON. Works on PDFs and scans.
Identify TLH opportunities, manage wash sales. Use when user says "tax loss harvest", "TLH", "wash sale check".
Monthly tax deadline monitor. Flags all federal and state tax obligations due within 30 days with estimated payment amounts and specific action steps.
Monthly deduction review. Scans recent transactions and vault receipts for deductible expenses across home office (simplified method $5/sq ft or actual expenses), vehicle business…
Tax document intake op, active January through April 15. Triggered each time a new tax document arrives (W-2, 1099-NEC, 1099-B, 1099-DIV, 1099-INT, 1099-R, K-1, 1098) via email,…
Quarterly entity compliance check for all active LLCs and S-corps. Reviews: state annual report filing deadlines and fees, franchise tax payment obligations (California $800…
Calculates the current quarter's estimated federal tax payment. Aggregates YTD income from all sources, subtracts YTD withholding and prior estimated payments, and runs both the…
Monthly tax review brief. Compiles YTD estimated tax liability, total federal and state payments made YTD (withholding + estimated payments), next upcoming deadline with amount,…
Tax-efficient portfolio management frameworks — tax-loss harvesting, direct indexing, asset location, tax-aware rebalancing, capital gains management, and estate planning…
Calculate optimal trim strategy with tax math. Compares Sell-Now (STCG/LTCG depending on holding period) vs Wait-for-LTCG vs Hedge-with-Puts (no taxable event).
Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated taxes, deductions, S-Corp…
Generate a structured tax planning checklist and review framework for any individual or business context.
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
Activate when: preparing any return claiming EITC, CTC/ACTC/ODC, AOTC, or Head-of-Household status; onboarding a paid-preparer workflow; a reviewer says 'did we document due…
Aide à préparer sa déclaration d'impôts avec une checklist de documents et étapes. À utiliser quand l'utilisateur veut préparer ses impôts ou organiser ses documents fisc — from…
한국 부가세·종합소득세 신고 전 준비 가이드. 신고기한, 모을 자료 체크리스트, 폴더 구조, 홈택스·카드·은행 다운로드 목록, 사업용카드 등록 안내. 신고 준비, 서류 모으기, 세무 폴더, 무엇을 받아야 해 요청 시 사용. 동료 범용. 홈택스 제출 자체는 vat-hometax/income-tax-hometax로 연결.
Use when a task needs the judgment of a paid individual/small-business tax return preparer — reconstructing income from client documents, choosing the right forms and schedules,…
Comprehensive US tax advisor, deduction optimizer, and expense tracker. Covers all employment types (W-2, 1099, S-Corp, mixed), estimated tax payments, audit risk assessment, life…
Multi-jurisdiction corporate income tax provision reference framework covering ASC 740 (US GAAP) and IAS 12 (IFRS). Covers current vs.
Orient yourself on your tax-residency situation after moving countries — the questions that determine where you owe tax, the double-taxation and dual-residency traps, and what to…
Verification-first AI-assisted tax return preparation for U.S. individual returns. Use when preparing tax returns, detecting multi-year filing errors, optimizing deductions across…
Produces structured, citation-backed summaries of tax returns (Form 1040, schedules, W-2s, 1099s) for divorce, personal injury, and bankruptcy litigation.
Use when a task needs the judgment of a Tax Examiner or Revenue Agent — determining which statute of limitations applies to an audit (3-year, 6-year, or unlimited), reconstructing…
Review tax returns, identify missed deductions, and suggest strategies to reduce tax liability.
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice.
Optimize tax strategies for individuals and businesses with entity planning, deduction maximization, and compliance guidance
Pre-tax vs Roth analysis, charitable giving optimization, capital gains timing, deduction maximization. Not a substitute for CPA.
Tax Structuring General für Corporate/M&A: fuehrt steuerliche Strukturthemen, UmwStG-Schnittstellen, Verlustvortraege, Grunderwerbsteuer, Quellensteuer und SPA-Tax-Klause — from…
Ordnet steuerliche Strukturthemen für Fonds, BidCo, Erwerbsfinanzierung, Zinsschranke, GrESt, Management und Exit im Private Equity Praxis.
Tax Structuring General für Corporate/M&A: fuehrt steuerliche Strukturthemen, UmwStG-Schnittstellen, Verlustvortraege, Grunderwerbsteuer, Quellensteuer und SPA-Tax-Klause — from…
Produces structured financial summaries from tax returns, W-2s, 1099s, K-1s, and business filings for spousal support proceedings.
Reads YTD income totals from vault/tax/ across all income source types and returns a structured breakdown for use by estimated tax flows.
Writes a deadline alert to vault/tax/open-loops.md when a tax deadline is within 30 days. Each entry includes: deadline type, exact due date, entity name (personal or business…
The single write point for vault/tax/open-loops.md. Called at the end of every tax op. Appends new flags (approaching deadlines, missing documents, deduction gaps, entity…
Scaffold the annual tax filing workspace folder structure for a given fiscal year. Creates evidence, processing, and tax-return directories.
Route Australian tax-prep questions to the most specific installed TaxMate Australia portable skill. Use when the user asks for TaxMate Australia, Australian tax prep linked to…
Prepare accountant handoff packs and future PDF/form outputs from reviewed TaxMate Australia data. Use for summary PDFs, checklists, source bundles, and later tax-form drafts from…
Fuehrt durch Term Sheet, Investment Agreement, Bindungswirkung, Conditions, Exclusivity, Confidentiality, Kosten und deutsche Vollzugsmechanik.
文字資料研究架構師(行銷/資管/財金的 text-as-data 前緣):把非結構文字(財報 MD&A、法說會逐字稿、消費者評論、社群輿情、客服紀錄)變成可發表的研究變數。涵蓋:語料與構念的效度論證(這些字真的量到你的構念嗎)、方法階梯選型(字典法→主題模型 LDA/STM/BERTopic→嵌入分類→LLM 標註,由可解釋到黑箱)、LLM…
Codex-Only 오케스트레이터. tfx-auto 워크플로우를 Codex 전용으로 고정합니다.
Gemini-Only 오케스트레이터. tfx-auto 워크플로우를 Gemini 전용으로 고정합니다.
Use for meta-routing questions. Read the canonical routing SSOT and return exactly one branch and immediate owner; do not execute the requested work.
legacy thin alias. Phase 4b부터 setup 관련 공용 진입점은 tfx-remote setup 이다.
คำนวน 3-yr P&L + cashflow สำหรับ SME ไทย ใช้ corporate tax tier ที่ถูกต้อง (0/15/20%), VAT cycle, SSO 5%+5%, ภงด.50/51 timing — ไม่ใช้ tax 20% flat แบบ template ฝรั่ง
$1 USDC entry. Pick 20 predictions. All 20 coins flip at once each round. Match the first 14 to win the entire jackpot. Live on Solana devnet.
$1 USDC entry. 14 coin flips. Get all 14 right, take the entire jackpot. Live on Solana devnet — continuous game, enter anytime.
Produces a stock-flow map by separating a quantity that accumulates from the inflows and outflows that change it, then reasoning about the stock's trajectory from the net flow…