Personal template
Investment & Capital Gains Tax Checkup template.
Investors review capital gains, loss carryforwards, stock compensation, giving and liquidity events.
What it produces
Investment Tax Alpha Opportunity Report
26 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the investment tax alpha opportunity report. You approve it and it's emailed as a branded PDF.
Questions included26
- 1What would you most like to explore?
- 2Which best describes you?
- 3What is your expected tax filing status for this year?
- 4About what range is your household taxable income likely to be this year?
- 5Do you expect your income to be meaningfully different next year?
- 6Which investment-related items may apply to you this year?
- 7Do you have investments held in taxable brokerage accounts?
- 8Roughly how significant are your realized or expected capital gains this year?
- 9Do you have capital loss carryforwards from prior tax years?
- 10Are you considering any taxable investment transactions before year-end?
- 11Could any planned taxable transaction involve an asset held for less than one year?
- 12How would you describe your annual dividends and taxable interest income?
- 13Have you discussed the Net Investment Income Tax with a tax professional?
- 14Do you have a concentrated appreciated investment position?
- 15Do you expect to make charitable gifts this year or next year?
- 16Have you considered using appreciated assets for charitable giving?
- 17Do you currently have stock compensation or employee equity?
- 18Do you expect a stock-compensation event in the next 12 months?
- 19Could a major liquidity event affect you in the next 12–24 months?
- 20What type of liquidity event may be involved?
- 21Which retirement accounts are part of your planning?
- 22Is there a retirement-account decision you expect to make soon?
- 23Do state income taxes or a possible change in residency affect your planning?
- 24When would a tax-planning conversation be most useful?
- 25Is there anything else we should know about your investment-tax planning priorities?
- 26Where should we send your Investment Tax Alpha Opportunity Report?
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