Intermediate
Tax Planning: Roth Conversion Analysis
Evaluates the long-term tax benefits of converting Traditional IRA funds to Roth.
Perform a Roth Conversion analysis for a client in the {current_tax_bracket}% bracket. Compare the immediate tax hit of converting {conversion_amount} today versus the projected tax-free growth over {years} years, assuming a {growth_rate}% return and a future tax bracket of {future_bracket}%.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