Tax Opportunity Scan
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
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.
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