Search Skills
3572 skills found
United States
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tax
IRS Form SS-4 — EIN Application
Drafts IRS Form SS-4 (EIN Application) by extracting entity details from formation documents. Use when forming a new business entity, applying for a …
United States
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tax
Schedule 8812 — Credits for Qualifying Children and Other Dependents
Use this skill when an individual taxpayer needs to claim the Child Tax Credit (CTC), the refundable Additional Child Tax Credit (ACTC), or the Credi…
United States
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tax
Form 1099-SA — Distributions From an HSA, Archer MSA, or Medicare Advantage MSA
Use this skill when an individual taxpayer has RECEIVED a Form 1099-SA from the custodian of their HSA, Archer MSA, or Medicare Advantage MSA after t…
United States
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tax
Form 1099-NEC — Nonemployee Compensation
Use this skill when a US business needs to issue Form 1099-NEC to a nonemployee (contractor, freelancer, gig worker, vendor) for services, OR when a …
United States
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tax
Final Tax Return Filing
Drafts U.S. final tax return filing packets for decedent estates or dissolving entities, covering final-status designation, short-period reporting, l…
United States
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tax
Corporate Final Tax Return Filing
Prepares IRS-compliant final tax returns for dissolving C-corps (Form 1120), S-corps (Form 1120-S), and partnerships (Form 1065). Covers short-year r…
United States
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tax
Document Retention Policy (Nonprofit)
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…
United States
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tax
California Property Tax Research (BOE Rules + PTLG Annotations)
California property tax research workflow using BOE Property Tax Rules (especially 462.* change in ownership, including 462.180 legal entities) and B…
United States
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securities
Sarbanes-Oxley Act of 2002 (SOX) Expert
Sarbanes-Oxley Act of 2002 (SOX) expert for ICFR-relevant IT and security work. Deep knowledge of 15 U.S.C. §§ 7201 et seq., §302/§404/§906 certifica…
United States
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securities
FINRA Broker-Dealer Cybersecurity Guidance Expert
FINRA Broker-Dealer Cybersecurity Guidance expert. Stub-depth framework plugin that routes to the SCF crosswalk. Level up by adding framework-specifi…
United States
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securities
Transfer Agent Agreement
Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rul…
United States
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securities
Securities Regulation Summary
Generates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcemen…
United States
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securities
Simple Agreement for Future Equity (SAFE)
Drafts Simple Agreements for Future Equity (SAFE) for early-stage venture capital financing with valuation cap/discount mechanics, investor qualifica…
United States
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securities
Suitability and Best Interest Policy (Reg BI)
Drafts board-ready Suitability and Best Interest policies for broker-dealers under FINRA Rule 2111 and SEC Regulation Best Interest (Reg BI). Covers …
United States
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securities
Annual Meeting Proxy Statement
Drafts a SEC Regulation 14A / Rule 14a-3 compliant annual meeting proxy statement (DEF 14A) covering notice, governance, executive compensation, rela…
United States
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securities
State Merit Review Analysis
Analyzes state merit review for non-covered securities offerings, applying NASAA Statements of Policy to cheap stock, promoter equity investment, vot…
United States
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securities
Investors' Rights Agreement
Drafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rig…
United States
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securities
Intrastate Offering Compliance (Rule 147/147A)
Produces a compliance memo and execution plan for U.S. intrastate securities offerings under Rule 147 or Rule 147A with state registration by qualifi…
United States
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securities
Insider Trading Policy
Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted…
United States
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securities
FINRA Rule 4512 — Customer Account Information
Drafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitabilit…
United States
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securities
FINRA Rule 4512 — Customer Account Information
Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or prepari…
United States
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securities
Document Review
Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use…
United States
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securities
Client Disclosures
Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks …
United States
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securities
Broker-Dealer Customer Agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration,…