Planning Basis

Your situation	Start with	Then do this
First adviser comparison	IRS video and current TAS companion	Verify credentials and obtain scopes
Concern that compliance is being resold as advice	Technology gains episode	Ask for incremental deliverables
An old plan after legislative change	Tax planning unleashed	Commission an applicability update
Historical software-development expenses	R&E episode	Get a current procedural review
AI-generated proposal	AI research episode	Request source and review evidence

Do not watch everything before acting on a genuine deadline. A resource is useful if it improves the brief or reveals a question, not if it delays a needed professional conversation.

Explore the structured evidence

First adviser comparison

Start with

IRS video and current TAS companion

Then do this

Verify credentials and obtain scopes

Read the full comparison →

Sources cited on this page

This page presents the desk’s editorial framework. Read the section sources →