Jurisdiction:
United States
918 skills across 42 practice areas.
Skills
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 …
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…
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…
Document Retention Policy (Nonprofit)
Drafts board-adoptable document retention policies for nonprofit organizations with IRS-grounded retention schedules, destruction protocols, and liti…
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…
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…
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…
Transfer Agent Agreement
Drafts U.S. transfer agent agreements between issuers and SEC-registered transfer agents covering appointment, stock ledger, transfer processing, Rul…
Securities Regulation Summary
Generates thematic compliance summaries of US securities regulation developments. Triggered when a user needs briefings on SEC rulemaking, enforcemen…
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…
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 …
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…
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…
Investors' Rights Agreement
Drafts a U.S. Investors' Rights Agreement for VC/private equity financings, covering registration rights, information/management rights, pro rata rig…
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…
Insider Trading Policy
Drafts a U.S. financial-services insider trading policy covering MNPI definitions, preclearance, blackout windows, 10b5-1 plan governance, restricted…
FINRA Rule 4512 — Customer Account Information
Drafts a FINRA Rule 4512 customer account information checklist for broker-dealers covering identification, trusted contact, affiliations, suitabilit…
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…
Document Review
Reviews financial documents (prospectuses, ADVs, marketing materials) for FINRA 2210 compliance, required disclosures, and balanced presentation. Use…
Client Disclosures
Guide the creation, content, and delivery of required client disclosure documents for investment advisers and broker-dealers. Use when the user asks …
Broker-Dealer Customer Agreement
Drafts SEC/FINRA-compliant Broker-Dealer Customer Agreements covering account opening, trading, margin, fees, risk disclosures, privacy, arbitration,…
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…
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-…
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…
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.