us-person-israeli-investment-check

us-person-israeli-investment-check is a skill for Claude Code, Codex from skills-il/tax-and-finance. It costs 216 tokens per session (3,675 once invoked), scanned A, original, MIT.

A preliminary screening guide for how Israeli savings and investment products might be treated for US tax purposes. PFIC means a foreign investment company subject to special US reporting, while a foreign trust is another possible reporting category.

In plain words
What is it for?
Use it to screen holdings for possible Form 8621 or foreign-trust reporting issues and create a question list for a qualified tax professional.
Why use it?
It helps a US person identify which questions to raise about products such as keren hishtalmut, kupat gemel, pensions, mutual funds, and TASE ETFs. It does not make a final classification or prepare a tax form.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to screen holdings for possible Form 8621 or foreign-trust reporting issues and create a question list for a qualified tax professional.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/skills-il/tax-and-finance/us-person-israeli-investment-check
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.

Any agent
npx skills add skills-il/tax-and-finance --skill us-person-israeli-investment-check
Clone the repo
git clone --depth 1 https://github.com/skills-il/tax-and-finance

Made for: Claude Code, Codex.

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 us-person-israeli-investment-check

README.md
[![agentmods](https://agentmods.dev/badge/skills/skills-il/tax-and-finance/us-person-israeli-investment-check/github.svg)](https://agentmods.dev/skills/skills-il/tax-and-finance/us-person-israeli-investment-check)
Your own site
<a href="https://agentmods.dev/skills/skills-il/tax-and-finance/us-person-israeli-investment-check"><img src="https://agentmods.dev/badge/skills/skills-il/tax-and-finance/us-person-israeli-investment-check/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for us-person-israeli-investment-check

Your own site · 80×15
<a href="https://agentmods.dev/skills/skills-il/tax-and-finance/us-person-israeli-investment-check"><img src="https://agentmods.dev/badge/skills/skills-il/tax-and-finance/us-person-israeli-investment-check.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 216 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,675 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector warn 7 Sept 2026
SkillSpector: 1 finding, up to medium

These are SkillSpector’s own severities. On a checked sample its high-severity flags on skills were ~96% false positives — a documented command, a public API, a “never do X” rule — so we show them as a caution to read, not a verdict. Why →

  • medium Excessive Agency · line 204
    Skill enables autonomous high-impact decisions without human-in-the-loop verification. Critical operations (destructive commands, financial transactions, data deletion) should require explicit user confirmation.
    Fix: Add human-in-the-loop confirmation for destructive, irreversible, or high-impact operations. Never auto-execute commands that modify files, send data, or alter system state.
How audits are shown
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 $0.00216 $0.03675
Opus 5 $0.00108 $0.01837
Sonnet 5 $0.00043 $0.00735
Haiku 4.5 $0.00022 $0.00367

Measured 12d ago against content hash 1f07af220bb4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

us-person-israeli-investment-check 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 12d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/screen_product.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

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.

us-person-israeli-investment-check/SKILL.md · 237 lines

How it starts

The opening of the file, as written. The whole thing — 237 lines — stays where its author put it; the contents beside it link to each section on GitHub.

US-Person Israeli Investment Check

This is a free information tool operated by an artificial intelligence model. It applies published statutory tests and the criteria in a published Revenue Procedure to product features you describe, and produces a screening table. It does all of this without the involvement, review, or approval of a licensed tax adviser, accountant, or attorney.

It is not tax advice, it is not a filed return, and it is not a professional opinion. It does not, and cannot, give you a final classification of any product. The IRS has never issued guidance naming Israeli savings products, whether a particular arrangement is a foreign trust or a PFIC for US purposes turns on that specific plan's terms and on that specific fund's holdings, and practitioners genuinely differ. What this tool produces is a preliminary screening worksheet: which test a product appears to pass or fail, and the question to put to a preparer. It does not read your plan documents, does not examine any fund's actual holdings, does not make or evaluate any election, and does not prepare any form.

An AI model can err, omit data, or present a wrong conclusion. Any text it produces is an automatic draft for personal organisation only and must never be submitted to any authority as it stands.

Responsibility for reporting and for paying tax is yours, the binding assessment is made by the tax authority concerned, whether the Israeli Tax Authority or the IRS, and representation before a tax authority is reserved to those permitted to do so by law. This tool is not a substitute for advice that takes into account the particular data and needs of each person. Criteria and thresholds change, so verify each one against the primary sources under Reference Links before relying on it.

Problem

An Israeli employee is enrolled by default into exactly the products the US tax code treats worst. A keren hishtalmut is tax free in Israel and may be a reportable foreign trust in the US. A kranot neemanut or a TASE ETF is an ordinary savings choice in Israel and is very likely a PFIC, taxed under a punitive default regime designed to remove the benefit of deferral. Most people discover this years later, holding a decade of unreported positions, because nothing in the Israeli sales process mentions it and most online guidance either overstates the problem or waves it away.

Read the full file on GitHub · 237 lines

Files

What ships with it

7 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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. 12d ago First seen · 237 lines · 216 tokens per session scan A 1f07af220bb4

Subscribe to this mod's changes

us-person-israeli-investment-check is a skill published in the GitHub repository skills-il/tax-and-finance (34 stars, last pushed 3d ago), licensed MIT. It adds 216 tokens to every session and 3,675 once invoked, about $0.0011 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 2026-08-30.

Related

Other skills, from other repositories

expense-review-policy

Review invoices and contracts against accounts-payable policy before human approval.

openai/openai-cookbook · 17 tokens

kyc-doc-parse

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

anthropics/financial-services · 49 tokens

audit-support

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.

anthropics/knowledge-work-plugins · 45 tokens

fiscaliste

Fiscaliste IA pour la fiscalité personnelle des particuliers français : optimisation et déclaration de l'impôt sur le revenu, IFI, revenus du capital, revenus fonciers, equity salarial, crypto-actifs et PER. Couvre le calcul de l'IR (barème, quotient familial, décote, PAS, CEHR, revenus exceptionnels), la déclaration…

romainsimon/paperasse · 302 tokens

regulatory-analysis

Analyzes documents and processes against FINRA, SEC, Federal Reserve, and CFPB regulatory frameworks. Identifies compliance gaps, classifies findings by severity, and recommends remediation. Use when performing compliance audits, regulatory reviews, gap analyses, or verifying policy adherence to financial regulations.

open-gitagent/opengap · 59 tokens

subcontractor-payment-tracker

Track subcontractor payments, lien waivers, and compliance. Manage payment schedules and documentation.

datadrivenconstruction/DDC_Skills_for_AI_Agents_in_Construction · 25 tokens