Analyze a client's financial situation and identify tax planning strategies for the current year. Covers entity structure, retirement contributions, loss harvesting, deductions, and estimated tax planning.

Draft OECD-compliant transfer pricing documentation for intercompany transactions. Covers functional analysis, comparable search rationale, pricing method selection, and arm's length range determination.

Classify leases under ASC 842, calculate right-of-use assets and lease liabilities, produce journal entries, and generate the required financial statement disclosures.

Apply the ASC 606 five-step model to complex customer contracts. Identify performance obligations, determine transaction price, allocate to obligations, and determine recognition timing.

Identify qualifying R&D activities and expenditures under IRC Section 41, calculate the federal R&D credit (regular and ASC method), and prepare the four-part test documentation for each activity.

Determine state income tax and sales tax nexus for businesses operating in multiple states. Analyze physical presence, economic nexus thresholds, and recommend apportionment and filing strategies.

Structure and write a professional tax research memorandum. Covers facts, issue statement, analysis of IRC code sections, regulations, and case law, and a clear conclusion with risk assessment.