tax-optimizer SKILL.md skillA

tax-optimizer from cowork-os/cowork-os is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.

Install it, pinned
mdr add cowork-os/cowork-os/tax-optimizer@v1.0.0

Pins v1.0.0 in mdr.lock. Pin the fingerprint instead.

Audit grade
A, 17 of 17 checks passed
Kind
SKILL.md skill
Repository
cowork-os/cowork-os
Path
resources/skills/tax-optimizer/SKILL.md
Versions recorded
3
Latest version
v1.0.0, committed Sep 19, 2026
First version recorded
Feb 28, 2026
Size
3,314 bytes
Repository stars
535
License
MIT

Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.

Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.

What the file says

# Tax Optimizer

## Purpose

Tax optimization strategies including tax-loss harvesting, wash sale rule navigation, asset location optimization, Roth conversion analysis, and charitable giving strategies.

## Routing

- Use when: Use when the user asks about tax-loss harvesting, wash sale rules, asset location, Roth conversion, tax-efficient investing, capital gains management, charitable giving tax strategies, or tax-optimized withdrawal sequencing.
- Do not use when: Do not use when the request is about tax preparation/filing, business tax strategy, estate tax planning, or non-investment tax questions.
- Outputs: Outcome from Tax Optimizer: tax-efficient strategy recommendations with quantified tax savings, implementation steps, timing guidance, and compliance guardrails.
- Success criteria: Returns specific tax optimization actions with estimated dollar savings, applicable rules and thresholds, implementation timeline, and clear warnings about compliance requirements like wash sale rules.

## Trigger Examples

### Positive

- Use the tax-optimizer skill for this request.
- Help me with tax optimizer.
…

Read the whole file at its exact version.

How to install

The exact contents, by fingerprint
mdr add cowork-os/cowork-os/tax-optimizer@sha256:9a725535cb73bde8

The line at the top of this page pins the label v1.0.0, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.

Badge

mdr badge

[![mdr](https://markdownregistry.com/badge/art_sbaib2p7kg4sily7.svg)](https://markdownregistry.com/a/art_sbaib2p7kg4sily7)

3 badge image fetches in 30 days. What the badge shows.

Versions

The registry has recorded 3 versions of this file, between Feb 28, 2026 and Sep 19, 2026, about one every 102 days.

versioncommittedcommitsizeaudit
v1.0.0 latest2026-09-19 d86f421 3,314 BA view · diff
v1.0.02026-08-20 bf35f68 2,633 BA view · diff
git:20260228.4802d102026-02-28 4802d10 2,550 BA view

Audit of the latest version

A  17 of 17 checks passed. Fixed automatic checks with no AI involved, so the same checks give the same answer every run.
  • pass: Frontmatter block present
  • pass: Frontmatter declares a name
  • pass: Frontmatter declares a description
  • pass: Size between 200 bytes and 200 KB (3314 bytes)
  • pass: No zero-width or bidi control characters
  • pass: No instruction hidden inside an HTML comment
  • pass: No link to an exfiltration or paste host
  • pass: No credential-shaped string
  • pass: No instruction to send local credentials anywhere
  • pass: No text hidden with inline styles
  • pass: No prompt-injection phrasing
  • pass: No curl or wget piped into a shell
  • pass: No recursive delete of root, home or parent
  • pass: No instruction to read or print local credentials
  • pass: No base64 blob over 200 characters
  • pass: No link to a raw IP address
  • pass: No script tag

Source

GitHub

cowork-os/cowork-os · 535 stars · license MIT · pushed 2026-11-06 · branch main

API

GET https://markdownregistry.com/api/v1/artifacts/art_sbaib2p7kg4sily7
GET https://markdownregistry.com/api/v1/resolve?ref=cowork-os/cowork-os/tax-optimizer
GET https://markdownregistry.com/api/v1/blob/9a725535cb73bde8672dfaab7a088eb8f0f50d2f9a72d5467580b7b66978ab46

Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.

Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.

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