AdvisorWorld Reference Data

Compare sourced U.S. state tax reference data

Look up and compare sourced U.S. state income, estate, and inheritance tax reference data with field-level citations and verification receipts.

What you can ask

Compare state income-tax treatment with receipts.
Example path

MCP connector

Server URL: https://api.advisorworld.com/mcp
Login: None
Protocol: MCP 2025-11-25
Instructions: Pinned U.S. state income, retirement-income, estate, inheritance tax, Medicaid-planning, and federal Roth transaction publications. Treat null, uncited, undated, pending-final, and not-applicable as distinct states; never convert them to zero. Retirement-income queries require one exact income type and never infer from a neighboring category. Roth transaction treatment is available for tax year 2026 only, separates federal taxability from Form 1099-R reporting, labels caller-provided inputs, preserves missing facts, verifies exact local TTA file and canonical digests, and never calculates final liability. Use for local dataset bindings, evidence age, and fail-closed future domains; evidence age is not proof that law remains current. Use , , , or for dataset coverage and versions. and cover state income tax only and run only when required rate inputs are substantiated. Scenario taxableIncome means caller-provided state taxable income after deductions and exclusions; planningContext is preserved as provenance but excluded from liability math. computes only attorney-reviewed, primary-receipted schedules from exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, exemptions, and excluded transfers; it never derives those coordinates from gross estate or gross inheritance, and unsupported credit, gifting, relationship, and deduction questions fail closed. Medicaid-planning tools are context-only, preserve every field status and source receipt unchanged, and fail closed when a requested evaluation date precedes publication or a cited fact's effective date. , , and retirement-income treatments are context-only and never supply calculator inputs. Historical datasets are served only after an exact local digest binding; tools never fetch a live source during a request. This is reference data, not tax or legal advice.

Tools

Reads data23

Skills

None in the store listings or on the server

MCP connector

Server URL

https://api.advisorworld.com/mcp

None

Protocol

MCP 2025-11-25

Instructions

Pinned U.S. state income, retirement-income, estate, inheritance tax, Medicaid-planning, and federal Roth transaction publications. Treat null, uncited, undated, pending-final, and not-applicable as distinct states; never convert them to zero. Retirement-income queries require one exact income type and never infer from a neighboring category. Roth transaction treatment is available for tax year 2026 only, separates federal taxability from Form 1099-R reporting, labels caller-provided inputs, preserves missing facts, verifies exact local TTA file and canonical digests, and never calculates final liability. Use for local dataset bindings, evidence age, and fail-closed future domains; evidence age is not proof that law remains current. Use , , , or for dataset coverage and versions. and cover state income tax only and run only when required rate inputs are substantiated. Scenario taxableIncome means caller-provided state taxable income after deductions and exclusions; planningContext is preserved as provenance but excluded from liability math. computes only attorney-reviewed, primary-receipted schedules from exact caller-provided jurisdiction rate-table coordinates after applicable exclusions, deductions, exemptions, and excluded transfers; it never derives those coordinates from gross estate or gross inheritance, and unsupported credit, gifting, relationship, and deduction questions fail closed. Medicaid-planning tools are context-only, preserve every field status and source receipt unchanged, and fail closed when a requested evaluation date precedes publication or a cited fact's effective date. , , and retirement-income treatments are context-only and never supply calculator inputs. Historical datasets are served only after an exact local digest binding; tools never fetch a live source during a request. This is reference data, not tax or legal advice.

Tools