private-wealth-advisory-planning

private-wealth-advisory-planning is a Tax preparation & filing skill for AI agents, published by Prism-Shadow in the GDPevo repository on GitHub. Skillspace rates private-wealth-advisory-planning C (72/100) and it passed the safety scan; the rating is based on static analysis only.

Produce structured JSON planning outputs for a private-wealth advisory benchmark backed by a read-only advisory API (Roth-conversion/RMD tax summaries, ILIT/Crummey funding cycles, GRAT-vs-CRAT trust comparisons, and integrated estate-liquidity action plans). Use this skill whenever a task asks for a structured advisory planning JSON for a client ID (e.g. CLT-xxxx), references an answer_template.json with fields like conversion_plan, rmd_projection, gift_plan, administration, grat/crat, estate_context, ilit, trust_transfer, action_set, or source_resolution, or mentions Roth conversions, RMDs, ILIT Crummey notices, GRAT, CRAT, estate-tax exemption, or estate liquidity. It encodes the exact source-conflict resolution rules, numeric formulas, RMD year-by-year simulation order, date arithmetic, enum decision rules, rounding, and output schema the gold answers require, so apply it even when the prompt does not name a specific strategy by name.

Grade

C

Quality

72 / 100

Safety

Passed

GitHub stars

28

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