tax-planning

tax-planning is a command for coding agents from brainbytes-dev/everything-claude-finance. It costs 6 tokens per session (1,135 once invoked), scanned A, original, MIT.

A planning guide for reducing taxes legally across countries and tax systems. It considers tax rules, treaties, transfer pricing, and rules designed to prevent avoidance.

In plain words
What is it for?
Annual tax planning, cross-border transactions, transfer pricing, restructurings, mergers and acquisitions, VAT or GST planning, and moving profits between countries.
Why use it?
It organizes possible tax-saving options while checking compliance requirements, costs, risks, and the work needed to put them in place.

Command

Part of the everything-claude-finance plugin — 13 skills, 22 commands, 20 agents shipped together

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add commands/brainbytes-dev/everything-claude-finance/tax-planning
Clone the repo
git clone --depth 1 https://github.com/brainbytes-dev/everything-claude-finance

Or install everything-claude-finance, the plugin that ships this one along with the rest of its 13 skills, 22 commands, 20 agents.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for tax-planning

README.md
[![agentmods](https://agentmods.dev/badge/commands/brainbytes-dev/everything-claude-finance/tax-planning.svg)](https://agentmods.dev/commands/brainbytes-dev/everything-claude-finance/tax-planning)
Your own site
<a href="https://agentmods.dev/commands/brainbytes-dev/everything-claude-finance/tax-planning"><img src="https://agentmods.dev/badge/commands/brainbytes-dev/everything-claude-finance/tax-planning.svg" alt="Measured on agentmods" height="20"></a>
Per session 6 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 1,135 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00006 $0.01135
Opus 5 $0.00003 $0.00567
Sonnet 5 $0.00001 $0.00227
Haiku 4.5 $0.00001 $0.00113

Measured 5d ago against content hash 43deca682536, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-05, from the pricing page.

Security

Grade A, and why

tax-planning scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

commands/tax-planning.md · 123 lines

How it starts

The opening of the file, as written. The whole thing — 123 lines — stays where its author put it; the contents beside it link to each section on GitHub.

/tax-planning — Tax Optimization Strategy

What This Command Does

Develops structured tax planning strategies considering applicable tax codes, treaty networks, transfer pricing regulations, and anti-avoidance rules. Identifies legitimate optimization opportunities while maintaining full compliance. Documents risks, savings estimates, and implementation steps.

When to Use

  • Annual tax planning and provision review
  • Cross-border transaction structuring
  • Transfer pricing policy design
  • Corporate restructuring with tax implications
  • M&A tax due diligence and structuring
  • VAT/GST optimization
  • Tax-efficient repatriation of profits

How It Works

  1. Current State Analysis: Maps existing tax structure, effective rates, and pain points
  2. Opportunity Identification: Screens for optimization levers — entity structure, financing, IP location, treaty benefits, incentives
  3. Regulatory Check: Validates against BEPS, MLI, ATAD, local anti-avoidance rules
  4. Quantification: Estimates tax savings with implementation costs and risk-adjusted NPV
  5. Implementation Roadmap: Step-by-step plan with timeline, approvals needed, and documentation requirements
  6. Risk Assessment: Maps each strategy to audit risk and reputational risk levels

Example Usage

Input:

/tax-planning entity:"EuroTech Group" jurisdiction:DE focus:corporate

Output:

# Tax Planning — EuroTech Group
## Jurisdiction: Germany (KStG/GewStG/UStG) | Focus: Corporate Tax

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Current Tax Position
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| Item                          | Current     | Benchmark    |
|-------------------------------|-------------|--------------|
| Statutory rate (KSt+GewSt+SolZ)| 30.2%     | 30.2%        |
| Effective tax rate (ETR)       | 33.8%      | Industry: 28% |
| Cash tax rate                  | 31.5%      | —            |
| ETR gap driver                 | Non-deductible expenses, timing diffs |

[Finding: ETR 5.6pp above industry — optimization potential identified]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Optimization Opportunities
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

### 1. R&D Tax Incentive (Forschungszulage)
| Aspect          | Detail                                     |
|-----------------|---------------------------------------------|
| Opportunity     | Forschungszulagengesetz — 25% on R&D costs  |
| Estimated benefit | EUR 1.2M annually                         |
| Risk level      | Low — well-established incentive            |
| Implementation  | File application with BSFZ, 4-6 weeks      |
| Status          | Currently not utilized                      |

### 2. Trade Tax (Gewerbesteuer) Optimization
| Aspect          | Detail                                     |
|-----------------|---------------------------------------------|
| Opportunity     | Review Hebesatz — consider entity relocation |
| Estimated benefit | EUR 300K annually (lower Hebesatz municipality) |
| Risk level      | Medium — operational disruption possible    |
| Implementation  | 6-12 months, requires management approval   |

### 3. Interest Deduction Optimization (Zinsschranke)
| Aspect          | Detail                                     |
|-----------------|---------------------------------------------|
| Opportunity     | Restructure intercompany loans within 30% EBITDA limit |
| Estimated benefit | EUR 450K (currently losing EUR 1.5M deductions) |
| Risk level      | Medium — requires proper documentation      |
| BEPS compliance | Aligned with BEPS Action 4                  |

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Savings Summary
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

| Strategy         | Annual Savings | Setup Cost | Payback  | Risk  |
|------------------|---------------|------------|----------|-------|
| R&D incentive    | EUR 1,200K    | EUR 50K    | < 1 month| Low   |
| Trade tax optim. | EUR 300K      | EUR 200K   | 8 months | Medium|
| Interest deduct. | EUR 450K      | EUR 80K    | 2 months | Medium|
| **Total**        | **EUR 1,950K**| **EUR 330K**|         |       |

Projected ETR reduction: 33.8% → 29.1% (below industry benchmark)

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
## Compliance Warnings
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

⚠ All strategies must comply with AStG (Außensteuergesetz)
⚠ Transfer pricing documentation per GAufzV required
⚠ DAC6 reporting obligation for cross-border arrangements
⚠ Substance requirements must be maintained in all jurisdictions

Read the full file on GitHub · 123 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago First seen · 123 lines · 6 tokens per session scan A 43deca682536

Subscribe to this mod's changes

tax-planning is a command published in the GitHub repository brainbytes-dev/everything-claude-finance (5 stars, last pushed 5mo ago), licensed MIT. It adds 6 tokens to every session and 1,135 once invoked, about $0.0000 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.