Produces a personalized year-end tax action checklist covering income timing, deduction bundling, contribution deadlines, loss harvesting concepts, and charitable giving strategies.
Free and open source. macOS, Windows and Ubuntu.
Add the skill to a bot, then ask your Chief of Staff:
“Use the Year End Tax Checklist skill on this: [describe the job, or paste your notes].”
This is the analytical foundation of everything else. Every strategy -- retirement contributions, Roth conversions, income deferral, charitable donations -- is evaluated against marginal rate, not average rate.
Free for Mac, Windows and Ubuntu.
Open Settings → Skills and switch on Year End Tax Checklist for any bot. Or ask your Chief of Staff to pick skills for a job.
The bot reads the skill when the job calls for it, and works the way it lays out.
Each of these library teams gives its bots this skill. Import one free and look inside first.
Produces a personalized year-end tax action checklist covering income timing, deduction bundling, contribution deadlines, loss harvesting concepts, and charitable giving strategies.
Nothing. It ships with Murage, which is free and open source. Your bots run on the AI plan you already have.
Yes. Open it in Settings → Skills to read, edit or duplicate it. Skill Guard scans it again after every edit.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for