Claude Skills by CaseMark

Structures ESG disclosure with TCFD, SASB, GRI, and ISSB framework alignment and gap analysis. Use when preparing ESG disclosures, aligning to reporting frameworks, or analyzing ESG reporting gaps.

Structures estate and gift tax planning with valuation, exemption utilization, and generation-skipping analysis. Use when planning estate tax, analyzing gift tax, or structuring generational transfers.

Structures estate plan analysis with trust review, tax efficiency, and legacy documentation. Use when analyzing estate plans, reviewing trust structures, or planning wealth transfer.

Structures quarterly estimated tax planning with safe harbor calculations and penalty avoidance strategies. Use when planning estimated taxes, calculating safe harbor payments, or avoiding underpayment penalties.

Structures EU Taxonomy alignment assessment with technical screening criteria and DNSH evaluation. Use when assessing Taxonomy alignment, applying technical criteria, or evaluating substantial contribution.

Structures cross-border financial planning for expatriates with tax treaty, retirement, and estate considerations. Use when planning for expatriates, managing cross-border taxes, or coordinating international retirement planning.

Applies ASC 820 fair value framework with hierarchy classification and valuation technique documentation. Use when measuring fair values, classifying in the fair value hierarchy, or documenting valuation approaches.

Structures family governance frameworks with meeting protocols, decision-making, and succession planning. Use when establishing family governance, planning family meetings, or documenting succession.

Evaluates advisory practices against fiduciary standards with conflict identification and disclosure requirements. Use when assessing fiduciary duties, managing conflicts of interest, or documenting fiduciary compliance.

Structures data aggregation analysis with connectivity, accuracy assessment, and consumer consent frameworks. Use when evaluating data aggregation, analyzing financial data APIs, or assessing account linking.

Structures fixed income performance attribution across duration, credit, and sector allocation effects. Use when attributing fixed income returns, analyzing portfolio performance, or decomposing return drivers.

Structures foreign currency transaction and translation accounting with hedge documentation. Use when accounting for FX transactions, translating foreign operations, or documenting FX hedges.

Structures FX hedging programs with exposure identification, instrument selection, and hedge effectiveness testing. Use when managing FX risk, designing hedge programs, or testing hedge effectiveness.

Structures banking fraud detection with transaction monitoring, investigation, and recovery documentation. Use when detecting banking fraud, investigating suspicious activity, or managing fraud cases.

Structures fund accounting processes with trade recording, income allocation, and financial statement preparation. Use when managing fund books, recording investment transactions, or preparing fund financials.

Structures fund audit preparation with financial statement drafting, confirmation management, and workpaper organization. Use when preparing for fund audits, drafting fund financials, or managing audit confirmations.

Structures fund board reporting with compliance summaries, performance review, and governance documentation. Use when preparing board reports, summarizing fund compliance, or documenting governance items.

Structures investment compliance testing with guideline monitoring and breach reporting. Use when monitoring investment guidelines, testing compliance, or reporting breaches.

Structures fund distribution processes with allocation methodology, tax lot selection, and distribution notice preparation. Use when processing distributions, allocating fund income, or preparing distribution notices.

Structures fund expense allocation with methodology documentation, compliance, and investor disclosure. Use when allocating fund expenses, documenting allocation methods, or managing expense ratios.

Reviews fund offering documents with LPA terms, side letter analysis, and compliance requirement extraction. Use when reviewing fund documents, analyzing LPA terms, or managing side letter provisions.

Structures LP fund reporting with NAV calculation, performance attribution, and portfolio updates. Use when preparing LP reports, calculating fund performance, or creating quarterly updates.

Structures fund tax reporting with K-1 preparation, PFIC reporting, and investor tax package coordination. Use when preparing K-1s, managing fund tax reporting, or coordinating investor tax packages.

Structures PE/VC fundraising with LP outreach, DDQ completion, and closing documentation. Use when managing fund raises, completing due diligence questionnaires, or preparing fundraising materials.

Structures workforce planning with headcount budgeting, compensation modeling, and organizational analysis. Use when planning headcount, budgeting compensation, or modeling workforce scenarios.

Structures hedge accounting documentation with effectiveness testing and ASC 815/IFRS 9 compliance. Use when documenting hedge relationships, testing effectiveness, or managing hedge accounting compliance.

Structures impact fund reporting with IRIS+ metrics, theory of change alignment, and additionality assessment. Use when reporting impact metrics, using IRIS+ indicators, or measuring fund impact.

Structures goodwill and long-lived asset impairment testing with fair value estimation and documentation. Use when testing for impairment, estimating fair values, or documenting impairment analysis.

Structures income tax provision calculation with current/deferred components and rate reconciliation. Use when calculating tax provisions, analyzing deferred taxes, or preparing rate reconciliations.

Structures value-added tax and customs duty analysis with cross-border transaction considerations. Use when managing VAT, analyzing customs duties, or evaluating indirect tax positions.

Structures intercompany pricing with transfer pricing documentation and arm's-length analysis. Use when managing transfer pricing, documenting intercompany transactions, or ensuring arm's-length compliance.

Structures interest rate hedging with swap, cap, and collar analysis and hedge accounting documentation. Use when hedging interest rate risk, selecting hedging instruments, or documenting hedge relationships.

Structures bank interest rate risk analysis with EVE, NII sensitivity, and gap analysis. Use when managing bank IRR, modeling NII sensitivity, or analyzing repricing gaps.

Structures internal audit planning and execution with risk assessment, testing, and findings documentation. Use when planning internal audits, conducting audit testing, or documenting audit findings.

Structures withholding tax analysis with treaty benefit claims and QI/QDD compliance. Use when managing withholding tax, claiming treaty benefits, or ensuring QI compliance.

Structures IA compliance with Form ADV, custody rule, and Code of Ethics requirements. Use when managing IA compliance, updating Form ADV, or reviewing Code of Ethics.

Creates and maintains IPS documents with objectives, constraints, and governance requirements. Use when writing investment policy statements, documenting investment guidelines, or updating policy parameters.

Structures investor onboarding with subscription documentation, AML/KYC, and suitability verification. Use when onboarding investors, processing subscriptions, or managing investor documentation.

Structures investor communications with performance reporting, capital account statements, and distribution notices. Use when creating investor reports, preparing capital statements, or distributing fund communications.

Structures IPO execution with prospectus preparation, pricing analysis, and allocation methodology. Use when managing IPO processes, preparing S-1 filings, or analyzing IPO pricing.

Structures ASC 842 compliance with lease identification, classification, measurement, and transition documentation. Use when implementing ASC 842, classifying leases, or calculating lease liabilities.

Structures ASC 842 lease analysis with classification, measurement, and disclosure requirements. Use when managing lease accounting, classifying leases, or calculating right-of-use assets.

Structures lifestyle advisory services with cash flow management, major purchase planning, and concierge coordination. Use when managing lifestyle expenses, planning major purchases, or coordinating advisory services.

Structures liquidity risk management with cash flow projections, stress testing, and contingency planning. Use when managing liquidity risk, projecting cash needs, or developing liquidity contingency plans.

Reviews loan agreements with covenant extraction, terms analysis, and compliance requirement identification. Use when reviewing loan documents, extracting covenants, or analyzing credit agreement terms.

Structures CECL/ACL estimation with model methodology, qualitative factors, and forecast integration. Use when calculating loan loss provisions, implementing CECL, or estimating credit losses.

Structures loan portfolio review with credit quality trends, watch list management, and concentration analysis. Use when monitoring loan portfolios, tracking credit quality, or managing watch lists.

Structures commercial real estate loan underwriting with DSCR, LTV, and debt yield analysis. Use when underwriting CRE loans, calculating coverage ratios, or evaluating loan terms.

Structures long-range financial planning (3-5 year) with strategic initiative integration and investment phasing. Use when building long-range plans, modeling strategic scenarios, or projecting multi-year financials.

Structures MD&A-style management commentary with narrative quality and metric alignment. Use when writing management commentary, preparing earnings narratives, or documenting financial performance.