tax-strategy-memo
CommunityGenerate a family office tax strategy memo.
Finance & Accounting#tax strategy#family office#elections#loss harvesting#planning memo#CPA workflow
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It turns scattered tax-planning questions into a coherent, year-specific family office tax strategy memo that captures posture, elections, harvesting opportunities, and next planning moves.
Core Features & Use Cases
- Interview-driven strategy capture: Collects only the minimum inputs needed to tailor the memo to the tax year, expected AGI range, income sources, pending elections, harvesting opportunities, and the CPA firm.
- Produces a structured deliverable: Outputs a single Markdown artifact plus an interview.json that records every advisor input for traceability.
- Supports downstream execution with guardrails: Creates a manifest with hashes and optional memory plus optional pushes to configured external sinks (e.g., knowledge memory, SharePoint, Asana, Snowflake, Outlook/Gmail/Calendar) without logging sensitive answers.
Quick Start
Use the skill to create a Tax Strategy Memo for the upcoming tax year by running it with your interview answers provided as a config fixture.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scriptsreferences
💻 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-memo Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#tax-strategy-memo Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
Agent Skills Search Helper
Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.