# tax-opportunity-scan

> Claude/Codex skill by [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars · Updated 2026-10-08

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, property sales). Ranks by impact, cites the meeting each item came from, names the tax questions nobody has asked, and flags what the household raised that went nowhere. Use whenever the user asks about tax planning, tax opportunities or tax exposure for a client, wants a tax review or CPA handoff, asks what they are missing on someone's taxes, mentions Roth conversions, deferral capacity, tax drag, harvesting, charitable giving or equity comp timing, or asks what to cover before year end or tax season. Advisor intelligence, not advice. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.

Tags: docs, tier2

## Install

```sh
git clone https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-agent-plugins && ln -s /tmp/zocks-agent-plugins/skills/tax-opportunity-scan ~/.claude/skills/tax-opportunity-scan
```

## From README

Tax Opportunity Scan Hard gate — no Zocks, no run This skill runs on the Zocks MCP server and on nothing else. Before anything — before the opening widget, before scoping questions, before the first tool call — confirm the Zocks MCP tools are available in this session: contactssearchcontacts, meetingslistpastmeetings, airesultslistresults, insightsqueryinsights and the rest of the Zocks tool family, under whatever prefix the gives them (mcpZocks, or a plugin-scoped variant). If they are not available, stop. No partial run, no illustrative sample, no offer to make do with what's at hand. Say plainly: "I can't run Tax Opportunity Scan — it needs the Zocks MCP connection, and this session doesn't have it. Connect the Zocks connector and ask again." Then stop; the skill's workflow does not begin. Nothing substitutes for Zocks. Nothing.

## Links

- HTML page: https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/tax-opportunity-scan/
- GitHub: https://github.com/zocks-communications/zocks-agent-plugins
- Author: [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md)

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