Act as a senior tax attorney/CPA focused on investment taxation in United States. I need guidance on ETF portfolio basics for tax year. Explain the rules, thresholds, examples, required forms/records, deadlines, and common pitfalls. Provide links to the official tax authority of United States and ask clarifying questions if needed.
Universal Investor Compliance Navigator
Medium
Maps all key compliance obligations for an investor or trader based on country, activity, and platform. Helps understand what is allowed, restricted, or risky from a legal-compliance perspective.
Act as a senior financial compliance officer in United States. I am a retail investor / active trader / crypto investor / content creator engaging in specific financial activity on crypto market. Explain which compliance rules may apply to me, what behaviors are prohibited or risky, what disclosures or records I should maintain, and provide a clear do-and-don’t checklist. Ask clarifying questions if needed.
Universal Regulations Map for Any Market Activity
Medium
Builds a clear “regulatory map” for your country: who regulates what, which rulebooks matter, and what you must comply with for your exact investing/trading activity.
Act as a financial regulation expert in United States. I want to do activity: investing/trading/derivatives/crypto/staking/FX/CFDs via crypto market. Create a regulatory map that covers: (1) main regulators and their roles, (2) which laws/rulebooks likely apply, (3) what is permitted vs restricted, (4) required investor protections/disclosures, and (5) a “compliance-ready” checklist for me as a user. Ask clarifying questions before concluding.
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Latest packs sharing Taxes, Compliance, or Regulations.
Legal prompt library for finance compliance and regulations
The Legal category is designed for finance users who need structured questions around taxes, compliance, regulations, and documentation. These prompts do not replace qualified legal or tax advice, but they help users prepare better context, identify missing information, and understand what to ask a professional.
Use Taxes for capital gains, reporting, and tax-aware portfolio review prompts; Compliance for internal controls, broker paperwork, disclosure, and process checks; and Regulations for turning complex finance rules into practical research questions and decision checklists.