Resources · Calculators

Tools that show the math

Five focused calculators on the highest-leverage tax and wealth strategies for high earners. Each calculator shows its formula, lists its assumptions, and links to the deeper article on the strategy itself. The math is transparent because that's the only kind of math worth trusting.

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For Tech Executives

RSU Tax Gap Calculator

The 22% RSU withholding rate vs your actual marginal bracket, quantified in dollars for your specific income and vesting profile.

For §7702 Tax-Free Retirement

TFRA Projection Calculator

Project cash value, tax-free annual income, and the cumulative after-tax advantage versus a taxable brokerage account.

For Business Owners

S-Corp Election Savings

The FICA tax savings from S-Corp election, calibrated to your net business income and reasonable-compensation split.

For Real Estate Investors

Cost Segregation Savings

Year-one accelerated depreciation and cash tax impact from a cost-segregation study on a property, by property type and bracket.

For Physicians & Practice Owners

DB Plan Capacity

Estimated annual contribution capacity through a Defined Benefit + Cash Balance + 401(k) stack, calibrated to age and practice income.

A note on what these calculators are

Educational estimates, not personalized advice

Each calculator on this page is intentionally simplified. The math is real and the structure is correct, but the inputs are limited to one or two dimensions of what a real personalized analysis would consider.

A working calculator can tell you whether a strategy is worth investigating. It cannot tell you whether the strategy fits your situation, what the optimal version of the strategy looks like, or how the strategy coordinates with the rest of your financial architecture. That work happens in a conversation, not in a calculator.

Every calculator includes prominent disclaimers and links to the relevant deeper article. Use the calculator to get a sense of magnitude; use the discovery call to get the actual answer.