tax-intel
CommunityTax optimization for the Owens household
Authordabrewskie
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Tax optimization for the Owens household with a complex income stack, including VA disability (tax-free), W2 wages, RSUs, rental income, and investments.
Core Features & Use Cases
- Tax posture assessment across federal, Indiana state, and local taxes to identify bracket exposure and withholding gaps.
- Roth conversion planning, bracket-fill strategies, and backdoor Roth execution to maximize tax-deferred growth.
- RSU tax management, SALT analysis, and year-round optimization for capital gains, deductions, and charitable gifting.
Quick Start
Review current year data and run the November bracket-fill Roth conversion window to begin optimization.
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-intel Download link: https://github.com/dabrewskie/owens-lifeos/archive/main.zip#tax-intel Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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