astoreyaiastoreyai/claude-skills/kymera-tax-optimizer/SKILL.md

kymera-tax-optimizer

Skill3 starsChanged 12 months agoMITView on GitHub

Manages quarterly tax planning and extraction for the trading strategy. Ensures tax compliance and optimizes extraction timing. Extraction Rate: 37% safety margin - Covers federal taxes (up to 37%) - Covers state taxes (e.g., 5% CA) - Safety buffer for unexpected liability Payment Schedule: - Q1: April 15 - Q2: June 15 - Q3: September 15 - Q4: January 15 (next year) Works with: - Portfolio and MR trading systems - Risk adjuster - Unified dashboard - Annual planning Generates…

In this repository11 other files it gives its agents.
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SKILL.md

Kymera Tax Optimizer

Manages quarterly tax planning and extraction for the trading strategy. Ensures tax compliance and optimizes extraction timing.

Capabilities

Quarterly Tax Calculation: Federal + state tax calculation
Tax Extraction: 37% safety margin extraction to reserve
Tax-Loss Harvesting: Identify harvesting opportunities
Annual Projections: Project year-end tax liability
Payment Scheduling: Estimated quarterly payment schedule
Compliance Tracking: Filing requirement tracking

Use Cases

Process Quarterly P&L
```
/kymera-tax-optimizer quarter Q1
```
Project Annual Tax
```
/kymera-tax-optimizer project-annual
```
Tax-Loss Harvesting
```
/kymera-tax-optimizer harvest-losses
```
Annual Summary
```
/kymera-tax-optimizer annual-summary
```

Key Parameters

Extraction Rate: 37% safety margin

Covers federal taxes (up to 37%)
Covers state taxes (e.g., 5% CA)
Safety buffer for unexpected liability

Payment Schedule:

Q1: April 15
Q2: June 15
Q3: September 15
Q4: January 15 (next year)

Tax Categories

Short-term gains (<1 year): Ordinary income rates
Long-term gains (≥1 year): Preferential rates (15%)
Net Investment Income Tax (NIIT): 3.8% on excess over $200k
State taxes: Varies by state (5% for CA)

Integration

Works with:

Portfolio and MR trading systems
Risk adjuster
Unified dashboard
Annual planning

Compliance

Generates documents for:

Form 8949 (Sales of Capital Assets)
Schedule D (Capital Gains and Losses)
Form 1040 (Income Tax Return)
Quarterly estimated payments

Author

Aaron Storey | Kymera Strategy (Nov 2025)

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