Results for “tax-preparation”

Assemble tax-season materials — quarterly estimates or year-end 1099s — plus an organized accountant packet.

Preparation guideline for organizing a US trademark application with the USPTO

Preparation guideline for organizing a US provisional patent application with the USPTO

Generates structured hearing preparation briefings from case documents, evidence, authorities, and procedural details. Use when preparing for court hearings, administrative hearings, arbitrations, trials, motion hearings, evidentiary hearings, or status conferences.

Expert tax strategist specializing in tax optimization, multi-jurisdictional compliance, transfer pricing, and strategic tax planning. Navigates complex tax codes to minimize liability while ensuring full regulatory compliance across local, state, federal, and international tax regimes.

Load this skill when the user says "prepare base", "prepare-base", or "/prepare-base". Prunes remote tracking references, checks out a base branch, pulls latest, and cleans up local-only feature branches after confirmation.

Drafts opt-out forms and notices of exclusion for class actions, settlements, arbitration clauses, and privacy programs. Covers party identification, election language, consequence statements, signature blocks, and submission instructions per governing orders or contracts (FRCP 23, arbitration windows, CCPA/GDPR). Use when preparing opt-out paperwork, notices of exclusion, settlement opt-outs, or arbitration opt-out letters.

Runs a relentless interview that sharpens a plan or design and creates docs (ADRs and glossary) along the way. Use when the user wants to stress-test a plan or design, or produce decision records.

Preparation guideline for organizing a patent application in Canada with CIPO

Public finances briefing. Supports UK, US, and Australia. Produces a single compact briefing on borrowing, debt, receipts, spending, and fiscal rules. Optional debt sustainability analysis via the debtkit R package. User-selectable sub-components and multi-format export.

Walk into the negotiation with a plan, not a hope. Sets your walk-away and your target, builds the concession ladder (what you trade and what you get for it), maps their likely asks, and drafts the responses that protect price and terms. Built for B2B sales teams, customizable to your CRM and your deal process. Trigger on "prep me for this negotiation", "the prospect wants a discount", "what should I concede", "build my concession ladder", "hold price on a new deal", or any pre-negotiation planning.

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".

Drafts persuasive trial briefs for commercial litigation. Triggers when the user needs a pre-trial brief to frame the case theory, secure favorable rulings, or establish evidentiary groundwork. Use during the pre-trial phase after dispositive motions are resolved.

从 PAPER_PLAN 起草 LaTeX 论文：逐 section 从 wiki 取材撰写 + 生成 figures/tables + BibTeX 验证 + de-AI polish

Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule, and post-execution checklist. Use when drafting a QPRT for estate planning clients transferring a personal or secondary residence with a retained occupancy term to reduce gift tax valuation.

Drafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.

Internal technical readiness drill assistant for release and handoff.

Extract structured fields from vat100 documents.

Brainstorm a longlist of benefits and costs for a project. Outputs two clean tables (benefits and costs), each with materiality (H/M/L), a cash flow tag (cash in / cash out / non-cash), a quantification method, and a monetisation method. Supports HMT Green Book, EU Better Regulation Guidelines, World Bank, Asian Development Bank, and the Victorian Treasury High Value High Risk (HVHR) framework.