Useful Tools
We build these tools so you can explore real strategies on your own terms. Run the numbers, test different scenarios, and see where the opportunities are — no obligations, no data stored.
S Corporation Election Calculator
Compare the tax impact of operating as a sole proprietor or single-member LLC versus electing S Corp status. See how reasonable compensation, self-employment tax savings, and qualified business income deductions interact for your specific situation.
Tax Trifecta Trust Calculator
Model the combined annual tax savings of a trust strategy that stacks multiple benefits — income shifting, SALT deduction multiplication, Section 199A preservation, state tax elimination, and QSBS stacking — with side-by-side results showing exactly where the savings come from.
Installment Sale Strategy Analysis
Run an apples-to-apples comparison of a direct business sale versus an intermediary trust installment sale. The model accounts for Section 453A interest charges, corporate taxation, reinvestment returns, and trust fees so you can see which approach produces a better after-tax outcome over time.
Section 1045 Rollover Planner
Plan a tax-deferred rollover of gain from the sale of Qualified Small Business Stock into replacement QSBS. Map your holding periods, calculate the 60-day reinvestment window, and project the tax savings of deferring gain under Section 1045.
Buy-Sell Agreement Health Check
Walk through a guided assessment of your buy-sell agreement and get scored across five categories — valuation adequacy, funding sufficiency, trigger coverage, tax efficiency, and operational readiness. See where the gaps are and what to prioritize.
Dynasty Trust Generational Wealth Projector
Model the dollar difference between passing wealth through taxable estates versus holding it in a GST-exempt dynasty trust. Compare outcomes across multiple generations with your own numbers, filing status, and growth assumptions.
Fund Structure Selector
Decide between a joint venture, a syndication, and a private fund before you raise. Answer a few questions to get a recommended structure, the Regulation D and tax issues to plan for, and an estimate of formation cost, annual cost, and break-even AUM.
These calculators give you 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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