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Jurisdiction: United States flagUnited States

918 skills across 42 practice areas.

Skills

United States flagUnited States · 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 …

jupid-tax
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · tax

Document Retention Policy (Nonprofit)

Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…

CaseMark
United States flagUnited States · 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…

LegalQuants
United States flagUnited States · 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…

GRCEngClub
United States flagUnited States · 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…

GRCEngClub
United States flagUnited States · securities

Transfer Agent Agreement

Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rul…

CaseMark
United States flagUnited States · securities

Securities Regulation Summary

Generates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcemen…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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 …

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · securities

Insider Trading Policy

Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · 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…

CaseMark
United States flagUnited States · securities

Document Review

Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use…

open-gitagent
United States flagUnited States · 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 …

JoelLewis
United States flagUnited States · securities

Broker-Dealer Customer Agreement

Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration,…

CaseMark
United States flagUnited States · sanctions

US Export Controls Expert

US Export Controls expert covering ITAR and EAR. Provides comprehensive guidance on defense articles (USML), dual-use commercial items (CCL), jurisdi…

GRCEngClub
United States flagUnited States · sanctions

Shipper's Letter of Instruction (SLI)

Drafts a U.S.-focused Shipper's Letter of Instruction (SLI) authorizing a freight forwarder, capturing EEI/AES filing intent, and documenting export-…

CaseMark
United States flagUnited States · sanctions

ITAR Technology Control Plan

Drafts an ITAR Technology Control Plan (TCP) for U.S. export control compliance under 22 CFR 120-130. Use when a user needs to create or update a TCP…

CaseMark

Legal agent skills for United States

Federal law, fifty state codes, and a constitutional structure that divides authority between them make the United States one of the most layered legal systems any practitioner navigates — a contract dispute resolved in Delaware Chancery Court sits in a fundamentally different procedural world from one litigated in a California superior court or a federal district court applying Erie doctrine. The agent-ready legal skills covering United States law in the ThomasMore catalog are built for that complexity, spanning corporate transactions, securities compliance, employment, intellectual property, real estate, immigration, data privacy, and civil litigation across both federal and state regimes.

Each skill is a concrete, reusable capability — drafting an acquisition agreement under Delaware corporate law, screening a disclosure against SEC requirements, mapping state consumer-privacy obligations after CCPA, or building a workforce reduction checklist under the WARN Act — and every one is reachable over MCP or available as a download for direct integration. The collection draws on contributions from practitioners who work in these areas daily, keeping skills current as courts interpret new statutes and agencies issue revised guidance. Because US practice so often crosses state lines or intersects with federal preemption questions, skills are tagged by practice area so you can layer a federal framework skill alongside a state-specific one for the same matter. Filter by practice area, license, or author to find the capability that fits the jurisdiction your work is actually in.