tax-planning

name	tax-planning
description	Plan tax strategy — entity structure, deductions, credits, jurisdiction analysis, compliance calendar, and estimated liability. TRIGGER when: user says /tax-planning, needs tax planning guidance, or asks about tax optimization strategies.
argument-hint	[entity or tax situation to plan for]
user-invocable	true

Tax Planning

Disclaimer: This is not tax advice. Consult a qualified tax professional.

Process

Step 1: Assess Current Tax Position

Element	Details
Entity type	Sole proprietor, LLC, S-Corp, C-Corp, Partnership
Jurisdictions	Federal, state(s), international
Revenue	Annual revenue and growth trajectory
Effective rate	Actual tax paid / taxable income

Step 2: Identify Optimization Opportunities

Strategy	Applicability	Estimated Impact
Entity restructuring	Growth stage changes	Variable
R&D tax credits	Development activity	6-8% of qualifying expenses
Depreciation acceleration	Capital-intensive	Timing benefit
Retirement contributions	All entities	Deduction up to limits
State tax planning	Multi-state	Rate differential savings

Step 3: Build Compliance Calendar

Date	Filing	Jurisdiction
Jan 15	Q4 estimated payment	Federal
Mar 15	Partnership/S-Corp returns	Federal
Apr 15	Individual/C-Corp, Q1 estimated	Federal
Jun 15	Q2 estimated	Federal
Sep 15	Q3 estimated	Federal

Step 4: Estimate Liability

Component	Current Year	Next Year
Revenue	$X	$X
Deductions	$X	$X
Taxable income	$X	$X
Estimated liability	$X	$X

Output Format

## Tax Plan: [Entity]
### Current Position: [rate, key facts]
### Opportunities: [prioritized strategies]
### Calendar: [key dates]
### Estimated Impact: [projected savings]

Quality Checklist

• Current position accurately assessed
• Opportunities aligned with business structure
• Compliance calendar includes all jurisdictions
• Professional review recommended for implementation

Edge Cases

• For international operations, consider transfer pricing and tax treaties
• For startups, focus on R&D credits and NOL carryforward
• For crypto assets, track cost basis meticulously