Ask better tax questionsPrompt 032
Find tax questions before year-end
Finds planning conversations before the deadline.
Ready to ask
Prompt text
“Review my accounts, holdings and transactions for tax questions worth discussing before year-end. Focus on realized gains and losses, large distributions, charitable giving, retirement contributions and state-specific considerations. Cite the rules used and tell me what requires a tax professional.”
Context Silvia can use
Transactions, holdings, account types and current tax sources.
What a strong answer includes
Tax-planning question list with sources.
Useful follow-ups
- Prioritize by deadline.
- Make it a one-page PDF for my tax preparer.
Ask Silvia about your actual financial life
Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.