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tax-optimizer

tax-optimizer

github.com/cowork-osOther51462 installsUpdated today
Repository

About tax-optimizer

Tax Optimizer is a skill for investment-related tax strategy, covering portfolio decisions and tax-efficient withdrawals. It provides recommendations with estimated savings, implementation steps, timing, and compliance cautions; it does not cover tax filing or business and estate tax planning.

Key features

  1. 01Tax-loss harvesting strategies
  2. 02Wash sale rule guidance
  3. 03Asset location optimization
  4. 04Roth conversion analysis
  5. 05Charitable giving strategies
  6. 06Tax-efficient withdrawal sequencing

Use cases

  1. 01Evaluate tax-loss harvesting opportunities
  2. 02Compare Roth conversion options
  3. 03Plan tax-efficient investment withdrawals
  4. 04Consider tax implications of charitable giving

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/cowork-os/cowork-os --skill tax-optimizer

After installing, type/tax-optimizerin Claude Code to confirm it loaded.

Bundled filesreferences/full-guidance.mdscripts/.gitkeep

Details

From the project README

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

NameTypeRequiredDescription
portfoliostringYesPortfolio details including account types and holdings (e.g., Taxable: SPY $200K, AAPL $50K; IRA: BND $100K; Roth: VTI $75K)
strategyselectYesTax optimization strategy to focus on
questionstringYesYour specific tax optimization question
taxBracketselectYesFederal marginal tax bracket
filingStatusselectYesTax filing status

Runtime Prompt

  • Current runtime prompt length: 1139 characters.
  • Runtime prompt is defined directly in ../tax-optimizer.json.

Comments

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