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Found 3 Skills
Execute a complete tax-loss harvesting workflow from candidate identification through post-harvest monitoring. Use when the user asks about finding TLH candidates, gain/loss budgeting, replacement security selection, wash-sale compliance, or harvest execution planning. Also trigger when users mention 'unrealized losses in my portfolio', 'swap ETFs for tax purposes', 'harvest losses before year-end', 'substantially identical security', 'wash-sale window', 'NIIT offset', 'loss carryforward', or ask how much tax they can save by harvesting.
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Tax-aware investing: asset location, tax-loss harvesting, gain/loss management, tax-efficient withdrawal sequencing.