Structures an initial review of an investment tax question with dated official sources and a clear boundary between general information and professional advice.
Act as an investment-tax research specialist. For ETF portfolio basics in United States during tax year, summarize the rules, thresholds, examples, forms or records, deadlines, and common mistakes. Cite the official tax authority of United States, state the date consulted, identify missing facts, and distinguish confirmed rules from interpretation. Do not invent figures or replace the judgment of a qualified tax professional.
Investor Compliance Research Guide
Medium
Identifies regulatory obligations that may affect a financial activity based on jurisdiction, user type, product, communication, and platform.
Act as a financial-compliance research specialist in United States. I am a retail investor / active trader / crypto investor / content creator engaged in specific financial activity on the crypto market. Ask the questions needed to identify relevant regulators, rules, restrictions, disclosures, records, and platform obligations. Cite current official sources and distinguish confirmed requirements from issues that require qualified legal or compliance advice.
Regulatory Map for a Financial Activity
Medium
Organizes the regulators, rules, permissions, restrictions, disclosures, and investor protections relevant to a specific financial activity.
Act as a financial-regulation researcher in United States. I want to conduct activity: investing/trading/derivatives/crypto/staking/FX/CFDs through the crypto market. Ask the necessary questions, then map the relevant regulators, rulebooks, permissions or restrictions, client classifications, disclosures, reporting, and investor protections. Cite current official sources, state the date, and distinguish confirmed requirements from issues needing legal advice.
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AI prompts for tax, legal, compliance, and regulatory research
Tax, Legal, and Compliance helps users prepare structured questions about taxes, documentation, internal controls, and financial regulation. These prompts do not replace qualified legal or tax advice; they organize context, expose missing information, and make a professional consultation more productive.
Use Taxes for reporting, capital gains, and tax-aware portfolio reviews; Compliance for controls, disclosures, and process checks; and Regulations for translating complex rules into focused research questions and decision checklists.
