astoreyai/kymera-tax-optimizer
kymera-tax-optimizer/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 Trackin
tools
Updated Apr 3, 2026
$ install --global
skillsauthnpx skillsauth add astoreyai/claude-skills kymera-tax-optimizerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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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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