private-wealth-advisory-structured-planning
private-wealth-advisory-structured-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-structured-planning D (57/100) and it passed the safety scan; the rating is based on static analysis only.
Produce structured JSON planning outputs for a private-wealth advisory API covering four analysis types: Roth conversion / RMD tax (roth_conversion_rmd), ILIT Crummey funding (ilit_crummey_implementation), GRAT-vs-CRAT comparison (trust_comparison), and integrated estate-liquidity action plans (estate_liquidity_action_plan). Use when a task asks for one of these analyses for a client (e.g. CLT-xxxx / test_xxx), gives a request memo plus an answer_template.json, and points to a read-only HTTP advisory API. Covers the SOP, every endpoint, conflicting-source resolution, exact enums/schema, the verified formulas, rounding, and ISO-date conventions.
- Grade
- D
- Quality
- 57 / 100
- Safety
- Passed
- GitHub stars
- 28
Unproven: rated by static analysis only, not yet compared head-to-head.
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Our review
- Architecture
- 80 / 100
- Maturity
- Basic: a single SKILL.md
- Security scan
- No issues found
- License
- Apache-2.0
- Adoption
- Adopted by 0 other repositories, in 1 collections
Not checked yet
- Not judged on the rubric yet (not a contender in its category)
- No blind task eval yet
- Scope (portable / vendor / repo-internal) not assessed; only the top of each category is read for scope
- Sibling files (scripts, references) not fetched; security scan covers SKILL.md only
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