Useful Tools

Run the numbers on real strategies, test your own scenarios, and see where the opportunities are. No obligation, and no data stored.

Real Estate & Investments Real Estate Exit Strategy Comparison NEW Compare selling, exchanging into another building, and a 1031-to-upREIT exit you can sell a piece at a time. → Business & Tax MSO Capital Deployment Modeler Compare no MSO, an MSO you own, and an MSO owned by a trust outside your estate. → Estate & Wealth Transfer BDIT Installment Sale Wealth Transfer Modeler Model an installment sale of a family partnership interest to a Beneficiary Defective Inheritor's Trust. → Estate & Wealth Transfer PPLI vs. Taxable Comparison Compare Private Placement Life Insurance with a taxable account over 10, 20, and 30 years. → Funds & Capital Raising Fund Structure Selector Choose between a joint venture, a syndication, and a private fund, with estimated formation and annual cost. → Estate & Wealth Transfer Dynasty Trust Generational Wealth Projector Compare passing wealth through taxable estates with holding it in a GST-exempt dynasty trust. → Business & Tax Buy-Sell Agreement Health Check Score your buy-sell agreement on valuation, funding, triggers, tax efficiency, and readiness. → Business & Tax Section 1045 Rollover Planner Plan a tax-deferred rollover of QSBS gain into replacement stock within the 60-day window. → Business & Tax Installment Sale Strategy Analysis Compare a direct business sale with an intermediary trust installment sale on an after-tax basis. → Business & Tax Tax Trifecta Trust Calculator Estimate the combined savings of a trust strategy that stacks income shifting, SALT, Section 199A, and QSBS. → Business & Tax S Corporation Election Calculator Compare sole proprietor or LLC taxation with an S corporation election, including the QBI deduction. →

These tools are a starting point. Every situation has variables a calculator can't capture. When you're ready to go deeper, we're here.

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Disclaimer: These tools are for informational and educational purposes only and do not constitute legal, tax, or financial advice. Results are based on simplified models and the inputs you provide. No data is collected or stored. Consult a qualified professional before making decisions based on these calculations.