Tax
34 tasks · 300 reference documents
analyze 16 draft 13 review 5
Tax 30 tax-controversy 9 transfer-pricing 9 C-corporation 5 private-equity 5 corporate-tax 4 IRS-examination 4 tax 4
Tasks
Each task has a full pass/fail rubric and source documents.
34 of 34
Analyze60 criteria · 6 docs
Analyze IRS Counter-Markup of Tax Closing Agreement and Prepare Issue Memorandum
Taxclosing-agreementIRS-disputespartnership-taxcarried-interestfee-waiver+3
Analyze54 criteria · 8 docs
Analyze IRS Counterparty Markup of Proposed Stipulation of Facts in Carried Interest Tax Court Dispute
Taxtax-controversyTax Courtstipulation-of-factscarried-interestcounterparty-markup+2
Analyze48 criteria · 7 docs
Analyze IRS Information Document Request for Completeness and Risk Issues
TaxIRS-examinationinformation-document-requesttransfer-pricingrelated-party-transactionsSection-199A+3
Analyze35 criteria · 6 docs
Compare Corporate Tax Positions against IRS Revenue Rulings — Tax Position Assessment Memorandum
TaxIRS-revenue-rulingsASC-740FIN-48tax-positionsSection-199+2
Analyze36 criteria · 7 docs
Compare Proposed IRS Settlement against Original Assessment — Tax Dispute Analysis Memorandum
TaxIRS-disputesettlement-analysisfederal-income-taxcorporate-taxIRS-appeals+1
Draft124 criteria · 22 docs
Cross-Border Acquisition Tax Structure Memo
cross-bordertaxM&Amulti-jurisdiction
Draft76 criteria · 7 docs
Draft Federal Income Tax Opinion Letter for Section 355/368(a)(1)(D) Spin-Off Transaction
Taxspin-offSection 355Section 368(a)(1)(D)tax opinion lettercorporate reorganization+3
Draft52 criteria · 9 docs
Draft Internal Tax Compliance Memorandum for Complex Corporate Restructuring
Taxcorporate-restructuringspin-offIP-migrationintercompany-debtconsolidated-returns+6
Draft37 criteria · 7 docs
Draft Markup of IRS Form 906 Closing Agreement with Explanatory Comment Letter
Taxtax-controversyIRS-closing-agreementtransfer-pricingR&D-tax-creditsaudit-resolution+2
Draft36 criteria · 7 docs
Draft Markup of Proposed Stipulation of Facts — Tax Court Litigation (Ridgeline Manufacturing v. IRS)
Taxtax-court-litigationstipulation-of-factsR&E-tax-creditsIRC-41domestic-production-deduction+3
Draft54 criteria · 8 docs
Draft Response to IRS Information Document Request — Tax Controversy Response Letter
Taxtax-controversyIRS-examinationinformation-document-requestR&D-tax-credittransfer-pricing+2
Draft56 criteria · 9 docs
Draft Response to IRS Information Document Request for Multi-Issue Tax Examination
Taxtax-controversyIRS-examinationtransfer-pricinginformation-document-requestR&D-tax-credit+2
Draft54 criteria · 10 docs
Draft Response to IRS Notice of Deficiency for Partnership Tax Adjustments
Taxtax-controversyIRS-notice-of-deficiencypartnership-taxationcost-segregationSection-199A+3
Draft51 criteria · 8 docs
Draft Settlement Memorandum for Multi-Year IRS Tax Deficiency Dispute
Taxsettlement-memorandumIRS-disputestax-deficiencyappealsclient-advisory
Draft75 criteria · 10 docs
Draft Tax Due Diligence Report for Private Equity Acquisition of Environmental Services Company
Taxdue-diligencemergers-and-acquisitionsprivate-equitySection-338(h)(10)stock-purchase+3
Draft61 criteria · 8 docs
Draft Tax Structure Memorandum for PE Acquisition of S-Corporation Target
Taxmergers-and-acquisitionsS-corporationSection-338(h)(10)private-equitymulti-state-tax+2
Draft55 criteria · 6 docs
Draft United States Tax Court Petition for Corporate Tax Deficiency Challenge
Taxtax-court-petitioncorporate-taxtax-litigationIRS-deficiencyaccuracy-related-penalties+1
Analyze48 criteria · 6 docs
Extract and Consolidate Document Requests from Overlapping IRS Summonses into Structured Compliance Checklist
TaxIRS-summonstransfer-pricingR&D-tax-creditdocument-extractiontax-controversy+2
Analyze54 criteria · 5 docs
Extract Assessed Items from Ohio Tax Authority Assessment Notice — Structured Summary
Taxstate-taxtax-controversyaudit-assessmentsales-and-use-taxcorporate-tax+2
Analyze99 criteria · 15 docs
Extract Key Terms from Intercompany Agreements for Transfer Pricing Compliance Summary
Taxtransfer-pricingintercompany-agreementsIRS-auditcontract-extractionmultinational-compliance
Analyze73 criteria · 6 docs
Extract Tax Attributes from Audited Financial Statements — Tax Attribute Summary Workbook
TaxM&Adue-diligencefinancial-statementsNOLdeferred-tax+2
Draft77 criteria · 25 docs
Global Transfer Pricing Documentation Package — Master File + Local Country Files for Multinational Manufacturer
transfer-pricingBEPSOECDmaster-filelocal-fileintercompany-transactions+4
Review41 criteria · 11 docs
Identify Issues in Annual Tax Compliance Report for Consolidated Holding Company
Taxtax-complianceconsolidated-returnC-corporationissue-spottingfederal-tax+2
Review43 criteria · 8 docs
Identify Issues in Nonprofit Tax Exemption Application — Issue Memorandum for Community Land Trust Form 1023
Taxnonprofit501(c)(3)tax-exempt-statusForm 1023private-inurement+3
Review37 criteria · 6 docs
Identify Issues in Section 409A Valuation Report for Enterprise SaaS Startup
Taxsection-409Avaluationstock-optionsequity-compensationemerging-companies+1
Review28 criteria · 7 docs
Identify Issues in Tax Transaction Structure Memorandum for PE Acquisition with Section 338(h)(10) Election
taxM&ASection 338(h)(10)S-corporationprivate-equitytransaction-structure+2
Analyze41 criteria · 8 docs
Identify Substantive and Procedural Issues in IRS Notice of Deficiency for Tax Court Petition
Taxtax-controversynotice-of-deficiencytax-courtIRS-examinationconservation-easement+3
Analyze28 criteria · 8 docs
Identify Tax Issues and Weaknesses in IRS Opposition Brief on Conservation Easement Deductions
Taxtax-litigationconservation-easementTax Courtopposition-brief-analysisIRC-170(h)+3
Analyze33 criteria · 6 docs
Identify Tax Issues in IRS Closing Agreement — Issue Memorandum
Taxtransfer-pricingIRS-closing-agreementR&D-tax-creditsforeign-tax-creditsFIN-48+3
Analyze33 criteria · 6 docs
Identify Tax Issues in IRS Summary Judgment Brief on Management Fee Waiver Recharacterization
Taxtax-controversylitigationsummary-judgmentmanagement-fee-waiverprivate-equity+2
Analyze107 criteria · 11 docs
Section 382 Ownership Change Analysis — Tax Memorandum with Supporting Schedules for Meridian Software Holdings
taxSection 382NOL limitationsownership changeSPACventure capital+4
Analyze50 criteria · 10 docs
Tax Position Deviation Memorandum — Compare TY2023 Filing Positions Against Prior Year Returns
Taxtax-compliancecorporate-taxconsolidated-returnsaudit-riskfiling-positions+1
Review51 criteria · 9 docs
Transfer Pricing Documentation Review — Issue Identification Memorandum for Multinational Pharmaceutical Company
TaxtaxIRS-auditintercompany-transactionsbenchmarkingpharmaceutical+2
Analyze46 criteria · 8 docs
Variance Analysis Memorandum: Assessed Tax Positions vs. Filed Returns for Pre-Acquisition Due Diligence
TaxMergers & Acquisitionsdue-diligenceASC 740uncertain-tax-positionsvariance-analysis+2