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Generates illustrative tax impact estimates for professional review.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "tax-impact" skill from askskill: 1. Download https://raw.githubusercontent.com/microsoft/aibast-agents-library/main/solutions/portfolio-rebalancing/manual/skills/aibast_tax-impact_03/SKILL.md 2. Save it as ~/.claude/skills/aibast_tax-impact_03/SKILL.md 3. Reload skills and tell me it's ready
Using this synthetic record, list the tax assumptions an advisor should validate for the rebalance candidate, and separate observed evidence, calculated results, and next steps.
Outputs illustrative tax assumptions, an estimated result, and next steps for professional review.
Based on the synthetic snapshot, write a tax impact note for professional review; clearly state it is illustrative, not tax advice, and that no external action occurred.
Produces a tax impact note with required disclaimers.
A finance or research support user can turn synthetic data into a tax-impact summary ready for advisor review. The output emphasizes evidence, estimates, and follow-up human confirmation.
When presenting illustrative results to an internal team, it helps separate observed materials, inferred impact, and suggested actions so estimates are not mistaken for conclusions.
This document explains the “Illustrative tax impact” skill for a synthetic portfolio rebalancing pilot. It produces an illustrative gain-tax estimate and supporting evidence for professional review, while keeping observed evidence, calculations, and next steps separate. It also requires explicit disclaimers that no advice was given and no external action occurred.
Shows assumptions and an illustrative gain-tax estimate for qualified professional review.
Persona: Paraplanner
Prompt: What tax assumptions should the advisor validate for the rebalance candidate?
Expected synthetic evidence: Illustrative Tax Estimate, VTI.
It handles illustrative tax impact questions in a synthetic environment and produces estimates and notes for professional review. The result separates observed evidence, calculated or heuristic output, and proposed next steps.
No. The document requires stating that no approval, communication, filing, account change, payment, order, transaction, or external action occurred.
You need the exact fictional record or report scope, plus the evidence supported by the synthetic operating snapshot. The document also asks you to name the authorized human review role.
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