Advanced
Qualified Opportunity Zone (QOZ) Investment Memo
Explains the tax deferral and elimination benefits of investing in a QOZ fund.
Draft a summary for a client considering a {investment_amount} investment in a Qualified Opportunity Fund (QOF). Explain: 1. Deferral of gain until 2026, 2. Step-up in basis (10% or 15% after 5/7 years), and 3. Permanent exclusion of gain on the QOF investment if held for 10 years.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
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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
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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
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2