Tax Opportunity Scan

Zocks Communications, Inc.

Builds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons — current-year items with deadlines (deferral capacity, a second plan nobody checked, taxable-account drag, giving structure, equity dates, education vehicles) and multi-year strategies 3-5 years out (conversion windows, drawdown sequencing, the survivor's position, business structure…

Install

npx skills add zocks-communications/zocks-agent-plugins --skill tax-opportunity-scan

npx skills add zocks-communications/zocks-agent-plugins --skill tax-opportunity-scan -a claude-code -g

npx skills add zocks-communications/zocks-agent-plugins --skill tax-opportunity-scan -a codex -g

gemini skills install https://github.com/zocks-communications/zocks-agent-plugins.git --path skills/tax-opportunity-scan

gh skill install zocks-communications/zocks-agent-plugins tax-opportunity-scan

git clone --depth 1 https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-communications__zocks-agent-plugins
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/tax-opportunity-scan ~/.claude/skills/tax-opportunity-scan   # Claude Code
cp -R /tmp/zocks-communications__zocks-agent-plugins/skills/tax-opportunity-scan ~/.agents/skills/tax-opportunity-scan   # Codex, Cursor, Gemini CLI, Copilot, OpenCode

Install

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