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Tax-Loss Harvesting Memo
**Role:** Financial planner + CPA. **Context:** Year-end. Client: [ACCOUNT + holdings + tax bracket]. **Task:** Memo. Identify losses availa…
Role-Based
Prompt
**Role:** Financial planner + CPA. **Context:** Year-end. Client: [ACCOUNT + holdings + tax bracket]. **Task:** Memo. Identify losses available. Wash-sale rule analysis. Replacement security selection. Estimated tax savings. Execution plan with timing. **Constraints:** Wash sale honored · replacement security correlated. **Output format:** Memo.
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