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Found 8 Skills
Plan and manage taxes effectively as a solopreneur to minimize liability and avoid penalties. Use when understanding tax obligations, quarterly estimated taxes, deductions, S-Corp election, or year-end tax strategy. Covers tax basics by entity type, estimated tax payments, deduction optimization, and when to hire a CPA. Not professional tax advice — consult a CPA for your specific situation. Trigger on "taxes", "tax planning", "quarterly taxes", "tax deductions", "S-Corp", "tax strategy", "estimated taxes", "reduce taxes".
Use this skill when users need help with business finances, tax planning, bookkeeping, profit/loss analysis, cash flow management, or multi-business financial tracking. Activates for "am I profitable," tax questions, accounting setup, or financial health checks.
Plan and manage the finances of a solopreneur business. Use when creating budgets, forecasting revenue and expenses, building a P&L, planning for cash flow, setting financial targets, or preparing for financial decision-making. Covers budgeting frameworks, cash flow management, profit margins, expense tracking categories, and financial dashboards. Trigger on "financial plan", "budget my business", "cash flow planning", "P&L", "profit and loss", "financial projections", "how much do I need", "business finances", "financial forecast".
Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".
Tax-loss harvesting via Longbridge — identify unrealised-loss positions in the account, evaluate tax benefit of realising losses, suggest substitute securities to maintain market exposure (avoiding wash-sale rules), and track the 30-day wash-sale window. Suited for year-end US tax planning. Triggers: "税损收割", "亏损锁定", "wash sale", "税务规划", "节税", "税务优化", "年末税务", "未实现亏损", "稅損收割", "虧損鎖定", "稅務規劃", "節稅", "年末稅務", "未實現虧損", "tax loss harvesting", "wash sale", "tax planning", "realized loss", "unrealized loss", "tax optimization", "year-end tax", "substitute securities".
Multi-year financial trend comparison, regression detection, and anomaly flagging for tax planning and audit risk assessment
Financial planning integration: planning tool data flows, goal-based plans, Monte Carlo simulation, plan-to-portfolio linkage, scenario analysis, tax projection, Social Security optimization.
This skill should be used when users ask tax-related questions, seek advice on deductions or tax savings, or require expert guidance equivalent to a tax accountant or life planner. Trigger phrases include: "Tell me about taxes", "Am I eligible for deductions?", "Consultation on final tax returns", "Tax savings", "Upper limit of hometown tax donations", "Benefits of iDeCo", "Housing loan deduction", "Benefits of blue tax returns", "Is consumption tax applicable?", "Can I claim someone as a dependent?", "Spousal deduction", "Medical expense deduction", "Incorporation", "Is this deductible as an expense?", "Tell me the tax rate", "Calculation of income tax", "Resident tax", "Social insurance premiums", "1.03 million yen threshold", "1.3 million yen threshold", "Invoice system", "Simplified taxation", "Tax system reforms", "Business registration", "Side business disclosure risks", "White tax return", "Tax audit", "Special expense deduction", "Provisional tax payments", "Interim tax payments"