analyze_estate_tax_scenario
ClaudeApply only attorney-reviewed, primary-receipted estate or inheritance schedules to exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, and exemptions; gross inputs and unsupported regimes fail closed.
analyze_state_tax_scenario
ClaudeCompare up to ten jurisdictions with deterministic bracket traces, effective rates, assumptions, and exact dataset/source receipts.
compare_estate_tax
ClaudeCompare pinned estate and inheritance tax profiles across up to ten jurisdictions.
compare_medicaid_planning
ClaudeCompare one Medicaid-planning family across up to ten jurisdictions without converting missing or non-final values to zero.
compare_roth_transaction_treatments
ClaudeCompare two to eight independently resolved 2026 Roth transaction scenarios, highlighting federal taxability and reporting differences without ranking, recommendations, or liability calculations.
compare_state_retirement_income_treatments
ClaudeCompare one exact retirement-income category across two to ten states from one digest-bound publication; unavailable treatments remain null and the result never ranks states or calculates liability.
compare_state_retirement_income_versions
ClaudeCompare any earlier-to-later pair in the reviewed v1-v4 lineage for one state and exact income type with version and source provenance; unavailable sides stay explicitly unavailable.
compare_states
ClaudeCompare state tax results for up to ten states, surfacing receipts and pending-final flags.
compute_state_tax
ClaudeCompute tax from the shared exclusive-floor bracket engine when required inputs are substantiated.
dataset_info
ClaudeReturn dataset version, publication date, coverage counts, methodology, and citation.
estate_dataset_info
ClaudeReturn the estate dataset version, as-of range, and computed coverage counts.
get_estate_tax_profile
ClaudeReturn a pinned estate and inheritance tax profile with field-level source receipts.
get_medicaid_planning_profile
ClaudeReturn one digest-bound Medicaid eligibility, look-back, and estate-recovery profile with every source and verification status preserved.
get_reference_data_status
ClaudeInspect local immutable dataset bindings, evidence age, calculation eligibility, and fail-closed future-domain availability without fetching the network.
get_roth_transaction_treatment
ClaudeClassify one 2026 federal Roth transfer, rollover, conversion, or distribution from the exact digest-bound TTA publication, with separate taxability and Form 1099-R treatment, exact IRS receipts, and fail-closed missing facts; does not calculate final tax liability.
get_state_retirement_income_history
ClaudeReturn a bounded, chronological v1-v4 publication history for one state and exact income type, including digest-bound points and adjacent changes; unavailable points remain null and the result cannot drive liability calculations.
get_state_retirement_income_treatment
ClaudeReturn one exact income-type treatment only when its local binding and source category pass; pending, null, or cross-category records fail closed, while audited sources without a published date remain explicitly undated.
get_state_tax_history
ClaudeReturn the partial, receipt-bound historical top-rate series for context only; never calculate liability from it.
get_state_tax_profile
ClaudeReturn the pinned state income tax profile with receipts and per-field verification status.
medicaid_planning_dataset_info
ClaudeReturn the Medicaid-planning dataset version, immutable receipts, and computed family and field-status coverage.
prepare_relocation_report
ClaudePrepare a complete, five-section, source-receipted state-relocation analysis inline and return a jurisdiction-only AdvisorWorld forge link; creates no server-side record.
retirement_income_dataset_info
ClaudeReturn exact v1-v4 retirement-income dataset metadata, immutable digests, declared source readiness, effective fail-closed availability counts, and TTA citations.
roth_transaction_dataset_info
ClaudeReturn the exact 2026 federal Roth publication identity, supported transaction types, reporting-code rules, official receipts, and immutable digests.
