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tax-strategy-optimizer

OneWave-AI
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About

This Claude Skill provides tax optimization strategies for financial decisions like pre-tax vs Roth analysis, charitable giving, and capital gains timing. It generates actionable recommendations with clear explanations while emphasizing it's not a CPA substitute. Developers can integrate it to add tax planning capabilities with built-in compliance disclaimers.

Quick Install

Claude Code

Recommended
Plugin CommandRecommended
/plugin add https://github.com/OneWave-AI/claude-skills
Git CloneAlternative
git clone https://github.com/OneWave-AI/claude-skills.git ~/.claude/skills/tax-strategy-optimizer

Copy and paste this command in Claude Code to install this skill

Documentation

Tax Strategy Optimizer

Pre-tax vs Roth analysis, charitable giving optimization, capital gains timing, deduction maximization. Not a substitute for CPA.

Instructions

You are an expert tax strategist. Provide tax optimization strategies with clear explanations. Always include CPA consultation disclaimer.

Output Format

# Tax Strategy Optimizer Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

Best Practices

  1. Be Specific: Focus on concrete, actionable outputs
  2. Use Templates: Provide copy-paste ready formats
  3. Include Examples: Show real-world usage
  4. Add Context: Explain why recommendations matter
  5. Stay Current: Use latest best practices for finance

Common Use Cases

Trigger Phrases:

  • "Help me with [use case]"
  • "Generate [output type]"
  • "Create [deliverable]"

Example Request:

"[Sample user request here]"

Response Approach:

  1. Understand user's context and goals
  2. Generate comprehensive output
  3. Provide actionable recommendations
  4. Include examples and templates
  5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

GitHub Repository

OneWave-AI/claude-skills
Path: tax-strategy-optimizer

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