Model high-net-worth tax strategies, state residency shifts, and retirement distributions in seconds.
Our tax calculators incorporate statutory residency prongs, marginal state brackets, and IRS code rules.
We don't store your personal financial numbers. All scenario math runs locally in your browser.
From NUA employer stock distributions to statutory residency risk, we simplify complex wealth strategies.
Skip generic spreadsheets. Model institutional tax and retirement strategies in seconds.
Model 3-, 4-, 5-year QSBS holding period cliffs, §1045 rollover bridges, non-grantor trust stacking ($10M–$50M+), and C-corp tax drag.
Model FTB tax exposure, R&TC § 17952 stock sourcing, RSU/option workday ratios, FTB LR 2022-02 LLC look-through rules, and Domicile365 tracking.
Find optimal W-2 salary, calculate FICA drag, model 25% profit sharing, and unblock Backdoor Roth via reverse IRA rollovers.
Compare Net Unrealized Appreciation vs Traditional IRA rollover. Model capital gains vs. ordinary tax arbitrage on company stock.
Calculate statutory residency tax risk (183-day presence & Permanent Place of Abode test under NY Tax Law § 605 and Matter of Gaied) when converting to a Roth during a mid-year move.
Model the "Surgeon Strategy" to stack Roth, HSA, and capital gains buckets to pay $0 in federal income taxes during retirement.
Estimate tax-loss harvesting alpha net of management fees — pre-positioned specifically for upcoming RSU vesting and equity liquidity events.
Analyze IRC § 351(e) diversification math and IRS Rev. Rul. 2026-20 recharacterizing pre-arranged 351 ETF conversion swaps as taxable § 1001 exchanges.
Tax-deferred partnership diversification when you cannot pre-diversify under §351 rules. Evaluate 7-year lockups.
Interested in a referral to an independent, fee-only CFP® specializing in high-net-worth tax strategies, Roth conversions, and NUA distributions?