THEATER
The Surgical Theater
Registry of Truth for Tax Alpha Orchestration
"Excel manages cells; FDL orchestrates the Truth."
Brokers provide "convenient hallucinations." We refuse to guess. Every cent of Alpha generated here is backed by a verifiable Audit Trail grounded purely in the Internal Revenue Code.
Select your operation below to examine the evidence.
🧭 START HERE — TIME TO VALUE
How to Read
the FDL Board
Learn how to read Tax Report, Tax Alpha Dashboard, and Audit Trail as distinct surfaces.
How to Read
Tax Alpha
Learn how Shield, Sword, and Alchemy are organized inside the Tax Alpha Dashboard.
First Value
in 2 Steps
Follow the minimum golden path to reach first value in two audit runs.
One Baseline,
Three Outcomes
See how one baseline can produce different board states under FIFO and Specific ID.
Input Contract
(11 Columns)
Shape the input to preserve deterministic execution.
Traffic Light
Protocol
Stop, validate, or exclude before math begins.
🛡️ THE SHIELD (Legal Defense)
W-2 Basis
Establishment
Prevent double-taxation by surgically reclaiming FMV basis for RSU events. (Featuring NVDA)
Wash Sale
Orchestration
Teleport denied losses to next-gen lots and automate recovery. (Featuring TSLA)
Corp Action
Succession
Ensure DNA continuity across Spinoffs, Mergers, and Boot traps. (GE, COF, AVGO)
ROC Autophagy
Prevention
Expose the countdown to "Day X" to prevent stealth double-taxation. (Featuring Realty Income)
🛠️ THE TACTICS (FDL Hacks)
START HERE TIME TO VALUE
Start here before moving into specific tax doctrines. These short guides explain how to read the board, how to read the Tax Alpha Dashboard, and how to reach first value through the baseline first-run.
GUIDE #001 — How to Read the FDL Board
GUIDE #002 — How to Read Tax Alpha
GUIDE #003 — First Value in 2 Steps
GUIDE #004 — One Baseline, Three Outcomes
GUIDE #005 — Input Contract (11 Columns)
GUIDE #006 — Traffic Light Protocol
IRC § 83 W-2 Basis Establishment
Brokers routinely report RSU vests with a cost basis of $0.00. FDL automatically establishes the Fair Market Value (FMV) floor, preventing catastrophic double-taxation on ordinary income.
CASE: NVIDIA (NVDA) RSU Alert [FDL #007]
IRC § 1091 Wash Sale Orchestration
A continuous logic of Loss Denied ➡ Preserved ➡ Recovered. FDL teleports disallowed losses to "next-gen" replacement lots, automating the restoration of your basis upon final liquidation.
CASE: Tesla (TSLA) Wash Sale Rules Neutralization
IRC § 358 / 368 Corporate DNA Succession
Ensuring absolute continuity across complex structural changes. Watch FDL flawlessly orchestrate Nontaxable Stock Splits, Spinoffs, Split-offs, and Mergers to defend against Basis Leakage.
CASE 1: GE Spinoff Basis Allocation (The GE Gauntlet)
CASE 2: Capital One (COF) Discover (DFS) Merger [FDL #008]
CASE 3: Broadcom-VMware Merger Step-by-Step
CASE 4: NVIDIA (NVDA) Stock Split 2024 Fix
IRC § 301 ROC Autophagy Prevention
Precision tracking of Basis Erosion (Return of Capital). FDL exposes the trajectory toward "Day X" (the point of basis exhaustion), empowering you to intercept taxable events.
CASE: Realty Income (O) Tax Alert - 10-Year "Silent Decay"
IRC § 1012 Sovereign Selection (Specific ID)
The Assassin of phantom gains. Overriding broker defaults (FIFO) is not a choice; it is a command. FDL surgically strikes high-cost lots to seize control of your realized gains.
CASE: Specific Lot ID - Broadcom-VMware Merger Tax Basis Strategy
IRC § 1223 Holding Period Alchemy
Transforming Short-term risks into Long-term rewards through the Alchemy of Time. FDL preserves your prior tenure across all corporate divisions and broker transfers.
[Not Summed]: This metric is excluded from the Total Alpha Matrix because it represents a qualitative shift in tax rate, rather than a quantitative adjustment to dollar basis.
CASE: JNJ/KVUE Exchange Reset - Recover the 159-Day DNA [FDL #006]
TACTIC #001 The Vertical Handshake
A proprietary cross-broker orchestration technique. Learn how to manipulate data flows manually within the FDL environment to neutralize Wash Sale traps that span multiple institutions.
[Video Evidence Pending — Documentation in progress]