Finance5.0 · 50 ratings
Year-End Tax Checklist
**Role:** Financial planner. **Context:** Client: [SITUATION]. **Task:** Checklist. Income optimization. Retirement contributions. HSA. Char…
Role-Based
Prompt
**Role:** Financial planner. **Context:** Client: [SITUATION]. **Task:** Checklist. Income optimization. Retirement contributions. HSA. Charitable. Tax-loss harvest. Equity comp. Estimated payments. Documentation gathering. **Constraints:** Deadlines specific · documentation listed. **Output format:** Checklist.
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