Tools
Calculators
Each calculator is a full decision page — not just a widget. Inputs, results, assumptions, risks, and a worked example. The goal is a defensible decision, not just a number.
Building now
High-priority tools in active development.
Full underwriting: cash flow, NOI, depreciation, after-tax CoC return, DSCR, cap rate, and buy/walk signal.
Quantify the tax cost of fund placement, dividend yield, and turnover across tax brackets.
Immediate tax savings, deferred liability, net present value, and deferral compounding table.
Planned
Roadmap items for the next phase.
RSU Sell vs Hold Calculator
After-tax analysis of selling RSUs immediately vs holding concentrated stock.
Real Estate vs ETF After-Tax Return
Side-by-side after-tax comparison of rental property vs index fund investing.
Cost Segregation Benefit Estimator
Model the NPV of accelerated depreciation from a cost segregation study.
HSA Long-Term Compounding Calculator
Show the triple-tax benefit of maxing an HSA and investing the balance.
Backdoor Roth Eligibility Checker
Confirm eligibility and walk through the two-step contribution process.
How these calculators are designed
A calculator that only shows the upside is a sales pitch. Every tool here includes:
- → Conservative, base, and optimistic scenarios
- → Warning flags for deals that only work because of the tax benefit
- → A clear list of what the calculator cannot account for
- → When to stop calculating and call a CPA