Advanced
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.Related Prompts
Tax
BeginnerCorporate tax return workplan and data request list
Creates a corporate tax return workplan and a targeted data request list tied to key schedules. Useful for tax seniors coordinating compliance and ensuring completeness.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Tax
IntermediateBook-to-tax reconciliation (M-1/M-3 style) with JE suggestions
Builds a book-to-tax reconciliation and identifies permanent/temporary differences with documentation notes. Useful for tax provision and return preparation.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2
Tax
IntermediateDepreciation book vs tax (MACRS/IFRS) schedule tie-out
Compares book depreciation to tax depreciation, identifies differences, and prepares supporting schedules. Useful for both compliance and provision teams.
GPT-5.2 Thinking; GPT-4.1; o3-mini
0
0
2