Lesson 1 of 3•AI for Client Advisory & Tax Planning0 of 3 complete (0%)
Tax Planning Scenario Modeling
10 min
What you will learn
- Use AI to model side-by-side entity structure comparisons for client decisions
- Create multi-year tax projection scenarios that account for phase-outs and sunset provisions
- Build prompt templates for common planning scenarios: entity selection, retirement timing, asset disposition
- Generate clear comparison tables that clients can understand and act on
# Tax Planning Scenario Modeling
Tax planning is where AI delivers the most client-visible value. Instead of spending 3 hours building a spreadsheet to compare S-corp vs. C-corp for a client, you can generate the framework in 10 minutes and spend your time on the judgment calls.
Entity Structure Comparison
My client is starting a new business and needs an entity structure analysis:
Business details:
- Professional services consulting firm
- Expected Year 1 revenue: $400K, growing 20% annually for 3 years
- Owner takes $150K salary (reasonable comp analysis done)
- 1 owner, may add a partner in Year 3
- State: California
- Owner's other income: $120K W-2 from spouse
- Owner is 42 years old, wants to maximize retirement contributions
Compare the following structures over a 5-year projection:
1. Sole proprietorship / Schedule C
2. Single-member LLC taxed as S-corp
3. C-corporationUnlock this lesson
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What you'll learn:
- Use AI to model side-by-side entity structure comparisons for client decisions
- Create multi-year tax projection scenarios that account for phase-outs and sunset provisions
- Build prompt templates for common planning scenarios: entity selection, retirement timing, asset disposition