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Charitable Contribution (DDA vs. Private Foundation)

Compares tax efficiency of different vehicle types for high-net-worth donors.

Compare the tax benefits of a {contribution_amount} donation to a Donor-Advised Fund (DAF) versus a Private Foundation. Analyze: 1. AGI deduction limits (60% vs 30%), 2. Administrative costs, 3. Privacy, and 4. Control over investments. Provide a recommendation for a client with {agi_amount} AGI.

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Reasonable Compensation Study for S-Corps

Drafts a justification for S-Corp officer wages to prevent IRS reclassification of distributions.

GPT-4oClaude 3.5 Sonnet
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Sales tax nexus exposure screen and data needs (US-style)

Performs an initial nexus exposure screen using sales by state and activity indicators, and produces a data request list. Useful for SALT teams and growing e-commerce businesses.

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Tax research memo template (issue, facts, analysis, conclusion)

Produces a structured tax research memo with clear issue framing, facts, analysis, and conclusion placeholders. Useful for staff and seniors standardizing technical writing quality.

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