Self-Serve tier

CMS 2-Midnight Rule for inpatient admission vs outpatient observation status, citing 42 CFR 412.3 and CMS-1599-F (FY2014 IPPS Final Rule).

Outpatient Prospective Payment System (OPPS) Ambulatory Payment Classification (APC) and status indicator analysis for hospital outpatient billing, citing 42 CFR 419 and CMS OPPS Final Rule CY2025.

Prior authorization workflow for PT/OT/SLP, advanced imaging, infusions, and DME; peer-to-peer (P2P) appeal procedure with medical director, citing CMS Pub 100-04 and payer-specific policies.

Rural Health Clinic (RHC) Prospective Payment System (PPS) and All-Inclusive Rate (AIR) billing, citing 42 USC 1395x(aa) and 42 CFR 405 Subpart X.

Medicare Skilled Nursing Facility (SNF) 3-Day Stay rule for Part A coverage, citing 42 USC 1395x(i) and 42 CFR 409.30.

Medicare 3-Day (1-Day for non-IPPS) Payment Window for preadmission outpatient services bundling into inpatient DRG, citing Pub 100-04 Chapter 3 and Social Security Act Section 1886(a)(4).

Establish or defend an adverse possession claim by applying the five common-law elements (open, notorious, hostile, exclusive, continuous) for the state statutory period, and litigate quiet title.

Establish a disputed boundary line by doctrine of acquiescence, agreement, recognition, or estoppel where deed metes-and-bounds conflict with long-occupied lines for statutory period.

Allocate purchase price for an applicable asset acquisition across the seven asset classes under IRC 1060 residual method. Compute consideration, allocate via FMV in Class I-VI order with residual to…

Compute IRC 280G golden parachute exposure on a change in control. Identify disqualified individuals, calculate base amount, run 3x threshold test, compute excess parachute payment, apply 20% excise…

Structure a Section 336(e) deemed-asset-sale election for a Qualified Stock Disposition (QSD) where the buyer is not a corporation (so 338(h)(10) is unavailable). Test eligibility, compute ADADP and…

Structure and elect a Section 338(h)(10) deemed-asset-sale on a Qualified Stock Purchase (QSP) of an S corporation or consolidated-group subsidiary. Compute Aggregate Deemed Sale Price (ADSP) and…

Structure and qualify a state-law statutory merger as a tax-free A reorganization under IRC 368(a)(1)(A). Test continuity of interest, continuity of business enterprise, and business purpose;…

Qualify a stock-for-stock acquisition as a tax-free B reorganization under IRC 368(a)(1)(B). Test the "solely for voting stock" requirement, the 80% control immediately-after test, and exposure to…

Qualify an asset acquisition as a tax-free C reorganization under IRC 368(a)(1)(C). Test the "substantially all" of target assets requirement, the "solely for voting stock" requirement (with the 20…

Compute Section 382 limitation on a target corporation's NOL carryforwards and other attributes following an ownership change. Identify the testing date, measure 50-point ownership shift among 5%…

Manage IRC 409A nonqualified deferred compensation acceleration on a change in control event. Confirm CIC qualifies under 409A definition, apply permitted-acceleration exception under Reg…

Apply receipt-of-property doctrine to DeFi staking rewards, validator yield, and liquid-staking derivatives. Determines dominion-and-control timing, FMV recognition, ordinary-income treatment, and…

Determine the correct Yes/No answer to the Form 1040 digital-asset question (line at top of return, 2025 instructions). Maps every common scenario (HODL only, intra-wallet transfer, exchange,…

Compute and report digital-asset dispositions on Form 8949 with FIFO / specific identification / HIFO basis methods under Rev. Proc. 2024-28 per-wallet rules. Renders Box A/B/C + D/E/F allocation,…

Apply §1001 realization analysis to DeFi liquidity-pool deposits (Uniswap V2/V3, Curve, Balancer). Deposit = exchange of underlying tokens for LP token; withdrawal = reverse exchange. Renders…

Classify NFT as art/collectible vs investment property and determine §1(h)(4) 28% maximum LTCG cap exposure under §408(m) collectible definition + Notice 2023-27. Renders character analysis, basis…

Classify a digital-asset transaction under IRS Notice 2014-21 — virtual currency = property, not currency. Renders the property-character analysis, gain/loss recognition matrix, basis tracking…

Apply Rev. Rul. 2019-24 to hard fork + airdrop events — ordinary income at FMV on date of dominion and control. Renders the two-prong analysis (Situation 1 vs Situation 2), basis-in-new-coin…

Analyze wrapped-token conversions (ETH→WETH, BTC→WBTC, sETH→ETH) for §1001 realization treatment. Maps the conservative (taxable disposition) vs aggressive (non-realization) positions, FMV…

Quantify and budget the illiquidity premium across the alternatives sleeve (PE, RE, private credit, infrastructure) and translate to a defensible target NAV cap on locked-up capital. Used to set IPS…

Decision framework for family office CIO choosing between Yale-style endowment allocation (heavy alternatives, illiquidity premium) and traditional 60/40 (liquid, transparent). Tradeoff analysis on…

Run a structured RFP to select or replace the family office's primary custodian (BNY Mellon, Northern Trust, JPM, State Street, etc.). Covers consolidated reporting, alternative asset administration,…

Due diligence framework for family office considering a direct private investment or GP-sponsored co-invest. Covers deal sourcing, sponsor reference, financial modeling, legal structure…

Two-track due diligence (Operational ODD + Investment IDD) for a hedge fund allocation by a family office. Covers AIMA DDQ, AUM stability, prime broker, admin, audit, valuation, side pockets, gating,…

Draft and maintain an Investment Policy Statement (IPS) for an ultra-high-net-worth family office: governance structure, return/risk targets, asset class ranges, manager selection criteria,…

Build a private equity commitment pacing model for a family office targeting steady NAV exposure across vintages. Calculates annual commitment size, J-curve cash flows, capital call schedule, and…

Build a risk budget for the family portfolio: set portfolio-level volatility target, allocate vol contribution across asset classes, run Monte Carlo for 10-year horizon outcomes, identify drawdown…

SEC Family Office Rule 202(a)(11)(G)-1 exemption analysis for single-family offices avoiding Investment Advisers Act registration. Confirms family-client definition, ownership/control test, and…

Evaluate, implement, and supervise a direct-indexing / parametric tax-loss harvesting program for the taxable family portfolio. Covers wash-sale rule, factor tilt vs index tracking error, fee…

Operationalize SEC beneficial ownership disclosure regime — Form 13F quarterly institutional manager filings ($100M+), Schedule 13D (5% active intent) and 13G (5% passive), 13H large trader, Section…

Operationalize the CFTC Rule 4.13(a)(3) de minimis CPO exemption — 5% notional or 100% margin tests, accredited investor pool restrictions, NFA exemption claim filing, and annual reaffirmation.…

Operationalize Form PF reporting under 17 C.F.R. §275.204(b)-1 for private fund advisers — threshold determination (Large Hedge Fund Adviser ≥$1.5B, Large Liquidity Fund Adviser ≥$1B, Large PE…

Structure and audit hedge fund fee economics — management fee calculation, incentive fee/allocation (carried interest) with high-water mark and hurdle rate, crystallization timing, equalization…

Structure and audit a master-feeder hedge fund — Cayman exempted company (offshore feeder + master) plus Delaware LP (onshore feeder), tax blocker design for US tax-exempt and non-US investors,…

Operationalize the SEC code of ethics personal trading rule 17 C.F.R. §275.204A-1 — access person identification, securities holdings reports (initial + annual), quarterly transaction reports,…

Design and operate the blocker corporation structure for a PE fund admitting tax-sensitive investors (US tax-exempt, non-US, sovereign): use a US C-corp blocker to convert flow-through…

Run a defaulting LP through the LPA's capital-call default remedies tree: notice and cure, interest accrual on the unfunded amount, forced sale or transfer to a non-defaulting LP at a discount…