Wealth Planning Calculators
Advanced calculators for UHNW individuals, family offices, and sophisticated investors. Tax optimization, estate planning, and long-term wealth projection tools.
GLP-1 Weight Loss Drug Tax Deduction Calculator
Calculate how much of GLP-1 medications (Ozempic, Wegovy, Mounjaro) you can deduct on your taxes.
AI Investment Portfolio Allocation Calculator
Calculate optimal portfolio allocation including AI stocks, ETFs, and AI infrastructure investments.
Sports Team Ownership ROI Calculator
Calculate the return on investment from owning a professional sports franchise.
Solar Investment Tax Credit (ITC) Calculator
Calculate federal tax credits, state incentives, and ROI from solar installation.
Carbon Credit Portfolio Value Calculator
Calculate the value and potential returns of a voluntary carbon credit portfolio.
Private Credit Rate of Return Calculator
Calculate expected returns from private credit investments including direct lending and BDCs.
Business Succession Planning Cost Calculator
Calculate the costs, tax implications, and optimal structure for transferring a family business.
Estate Freeze Strategy Calculator
Calculate the tax savings from estate freeze techniques including GRATs, IDGTs, and QPRTs.
Insurance Premium Financing Calculator
Calculate the arbitrage potential from financing life insurance premiums at low interest rates.
Leveraged Life Insurance ROI Calculator
Calculate the internal rate of return and estate benefits of leveraged permanent life insurance strategies.
Multi-Family Office Cost Calculator
Calculate and compare the costs of single-family office vs. multi-family office vs. private banking.
Offshore Structure Setup Cost Calculator
Calculate the cost of setting up offshore legal structures including trusts, foundations, and holding companies.
Royalty Income Valuation Calculator
Calculate the present value and market rate for royalty streams from IP, music, oil/gas, and pharmaceutical assets.
Tax-Loss Harvesting Annual Savings Calculator
Calculate the annual tax alpha from systematic tax-loss harvesting in your investment portfolio.
US Expatriation Exit Tax Calculator
Calculate your US exit tax liability if renouncing citizenship or giving up a green card.
Startup Warrant Value Calculator
Calculate the current and projected value of startup warrants using Black-Scholes and simple scenarios.
Business Earnout Value Calculator
Calculate the present value and risk-adjusted expected value of earnout provisions in M&A deals.
Private REIT Return Calculator
Calculate expected returns from private non-traded REITs vs. public REITs and direct real estate.
Energy Tax Credit Calculator
Calculate federal and state tax credits for solar, wind, geothermal, EV, and home energy improvements.
QSBS Section 1202 Tax Exclusion Calculator
Calculate your federal tax savings from the Qualified Small Business Stock (QSBS) gain exclusion.
Swap Fund (Exchange Fund) ROI Calculator
Calculate the tax deferral benefit and diversification value from participating in an exchange fund (swap fund).
Private Placement Life Insurance (PPLI) Calculator
Calculate the tax advantages and investment returns from Private Placement Life Insurance policies.
Mega Backdoor Roth IRA Calculator
Calculate the after-tax value of mega backdoor Roth contributions vs. traditional taxable investing.
Wealth Tax Efficiency Score Calculator
Calculate your overall tax efficiency score across income, capital gains, estate, and wealth transfer strategies.
Net Worth Growth Projection Calculator
Project your net worth growth over 10-30 years accounting for savings rate, investment returns, taxes, and inflation.