Intermediate

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.

Draft a tax research memo.

Inputs:
- Issue statement: {issue}
- Relevant facts: {facts}
- Jurisdictions involved: {jurisdictions}
- Authorities provided (links/citations optional): {authorities}
- Client risk tolerance: {risk_tolerance}

Output:
1) Memo headings: Issue, Facts, Applicable Law, Analysis, Conclusion, Next Steps.
2) Analysis that discusses competing interpretations and uncertainties.
3) Practical recommendations and documentation needs.
4) Questions to clarify missing facts.

If authorities are not provided, list what to research and where (code, regs, rulings).

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Tax Law Change Impact Analysis (Memo)

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Depreciation 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.

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Qualified Business Income (QBI) Deduction Tool

Determines the Section 199A deduction for pass-through entities and SSTBs.

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