tax-optimizer
Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.
What this skill does
# Tax Optimizer ## Purpose Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies. ## Routing - Use when: Use when the user asks about tax-loss harvesting, wash sale rules, asset location, Roth conversion, tax-efficient investing, capital gains management, charitable giving tax strategies, or tax-optimized withdrawal sequencing. - Do not use when: Do not use when the request is about tax preparation/filing, business tax strategy, estate tax planning, or non-investment tax questions. - Outputs: Outcome from Tax Optimizer: tax-efficient strategy recommendations with quantified tax savings, implementation steps, timing guidance, and compliance guardrails. - Success criteria: Returns specific tax optimization actions with estimated dollar savings, applicable rules and thresholds, implementation timeline, and clear warnings about compliance requirements like wash sale rules. ## Trigger Examples ### Positive - Use the tax-optimizer skill for this request. - Help me with tax optimizer. - Use when the user asks about tax-loss harvesting, wash sale rules, asset location, Roth conversion, tax-efficient investing, capital gains management, charitable giving tax strategies, or tax-optimized withdrawal sequencing. - Tax Optimizer: provide an actionable result. ### Negative - Do not use when the request is about tax preparation/filing, business tax strategy, estate tax planning, or non-investment tax questions. - Do not use tax-optimizer for unrelated requests. - This request is outside tax optimizer scope. - This is conceptual discussion only; no tool workflow is needed. ## Parameters | Name | Type | Required | Description | |---|---|---|---| | portfolio | string | Yes | Portfolio details including account types and holdings (e.g., Taxable: SPY $200K, AAPL $50K; IRA: BND $100K; Roth: VTI $75K) | | strategy | select | Yes | Tax optimization strategy to focus on | | question | string | Yes | Your specific tax optimization question | | taxBracket | select | Yes | Federal marginal tax bracket | | filingStatus | select | Yes | Tax filing status | ## Runtime Prompt - Current runtime prompt length: 1139 characters. - Runtime prompt is defined directly in `../tax-optimizer.json`.
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