tax-strategy-optimizer
OfficialOptimize tax strategy, maximize savings.
Finance & Accounting#deductions#capital gains#tax planning#financial strategy#retirement planning#personal finance#tax optimization
AuthorOneWave-AI
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides personalized tax optimization strategies, helping users make informed financial decisions to minimize their tax burden and maximize savings. It simplifies complex tax concepts while always advising professional consultation.
Core Features & Use Cases
- Pre-tax vs. Roth Analysis: Compare retirement account options (e.g., 401k, IRA) to determine the optimal choice for long-term tax benefits based on income and goals.
- Deduction Maximization: Identify opportunities to increase deductions and credits, such as charitable giving optimization and business expenses.
- Capital Gains Timing: Advise on strategic timing for selling investments to reduce capital gains taxes.
- Use Case: An individual is deciding between contributing to a traditional 401k or a Roth 401k. This Skill analyzes their current income, projected future income, and financial goals to recommend the optimal choice for tax savings.
Quick Start
Example: Optimize tax strategy
"Analyze my tax strategy for retirement savings. My current income is $100,000. Should I prioritize pre-tax or Roth contributions to my 401k?"
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: tax-strategy-optimizer Download link: https://github.com/OneWave-AI/claude-skills/archive/main.zip#tax-strategy-optimizer Please download this .zip file, extract it, and install it in the .claude/skills/ directory.