tax-strategy-memo

To generate a family office tax strategy memo, you supply advisor interview inputs as a config fixture covering tax year, AGI range, income sources, and pending elections. The skill outputs a structured Markdown artifact and interview.json recording all inputs for traceability.

Tax loss harvesting and election tracking in a multi-entity portfolio involve synthesizing harvesting opportunities and documenting pending elections. This skill captures those planning moves into a year-specific strategy memo, reducing repeat questioning across complex family office engagements.

Yes, the tax planning memo workflow supports Snowflake and PostgreSQL through its dependencies. It optionally pushes strategy artifacts and manifests to configured external sinks, including Snowflake, while gating memory publishing based on your configuration settings.

To track tax posture documentation without logging sensitive answers, this skill creates a local timestamped artifact directory containing artifact.md and a manifest.json with content hashing. It supports optional publishing to external sinks without recording sensitive interview responses.

The tax strategy memo generator optionally pushes artifacts to configured external sinks including SharePoint, Asana, and Outlook. These integrations are gated by your configuration, allowing downstream execution while maintaining guardrails around sensitive interview data.

An interview-driven planning memo requires minimum advisor inputs tailored to the tax year and expected AGI range. It is designed for a single family and CPA engagement, so scaling across multiple unrelated family offices would require separate configured runs.