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Tax strategy optimization v1.0.0

Use this resource to compare tax options before making a decision

New

  • 352 downloads
  • 169 likes
  • 247 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install tax-strategy-analysis

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent compares tax options such as pre-tax versus Roth contributions, charitable giving, capital gains timing and deductions. It explains each strategy and states that it does not replace a CPA's advice. You get a comparison to take to your tax professional.

Mostly picked by

Updated November 2, 2026

Card for the “Tax strategy optimization” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: analysis method and output format
  • SKILL.md: recommendations and consultation disclaimer

Good fit for

  • You are choosing between pre-tax and Roth contributions
  • You plan to sell assets and want to time the tax impact

Not for

    Tags

    • tax
    • optimization
    • savings
    • deductions

    About

    You say

    “Compare pre-tax and Roth contributions at a $90,000 income before I meet my accountant.”

    Card for the “Tax strategy optimization” skill

    Skill published by onewave-ai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to compare tax options before making a decision
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.4 KB

    Origin and licence

    Listed unmodified

    Author
    onewave-ai
    Source
    github.com/onewave-ai/claude-skills/tree/b2267d9171af4f56848d82992381b20b89b44056/tax-strategy-optimizer
    Licence
    MIT

    Notice

    « tax-strategy-optimizer » (onewave-ai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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