Calculators for what a seller keeps, built from the code.
Seven tools: asset sale or stock sale, the installment note, the purchase price allocation, and the qualified small business stock exclusion. Each opens in a small window on your site, with its sources and the date it was reviewed, in plain English. Free to place, nothing to maintain, no form. Each ends by telling the reader to talk with a professional who knows their whole situation.
All 7 tools
Saving while you work
Estimated Tax Safe Harbor (opens in a new window)
Tells you how much tax you must pay in during the year to avoid the underpayment penalty, and how to close any gap.
Your house and your mortgage
How Much Umbrella Coverage Do You Need? (opens in a new window)
Sizes an umbrella liability policy from what a lawsuit could reach: your net worth outside retirement accounts plus a share of your future income, less what your auto and home policies already cover.
Estate and inheritance
Net Unrealized Appreciation Calculator (opens in a new window)
Compares the tax on taking company stock out of a 401(k) with a special election against rolling it into an IRA.
Selling a business
Asset Sale or Stock Sale? The Double Tax on a C Corporation (opens in a new window)
Compares what you keep from selling your C corporation's assets against selling its stock, and shows the price that would make the two equal.
Purchase Price Allocation: What the Seller Keeps (opens in a new window)
Splits the price of your business among its assets the way the tax form does, and shows the tax on each part and what you keep.
Installment Sale of a Business (opens in a new window)
Shows the tax each year when a business is sold for a down payment and a note, and how much tax that pushes past the year of sale.
QSBS Exclusion Calculator (opens in a new window)
Shows how much profit from selling stock in a small company can be excluded from tax, and what the rest costs.
Add these calculators to your blog
Copy it, paste it into a new post, done. Nothing to install, nothing to maintain.
A ready-made post for your blog, with every calculator above.
Change the intro to your own words if you like.
- 1Open Posts, then Add New, and give the post a title.
- 2Add a Custom HTML block (type /html). In the classic editor, use the Code tab.
- 3Paste, preview, publish. Do this as an administrator.
Download as a file: · ·
All 7 tools are included. Change which ones
Saving while you work
Your house and your mortgage
Estate and inheritance
Selling a business
Why firms put these on their sites
- It ends with you
- Every tool closes by telling the reader to talk with a professional who knows their whole situation. The reader is on your site, so the next step is your door.
- Something to do, not just read
- A visitor who runs their own numbers stays longer than one who reads, and the number they get is the question they bring to you. Every figure traces to a statute, regulation, or agency release, and when the law moves, it changes here.
- In plain words
- Every tool opens with a plain-English line on what it does and where it stops, so visitors use it without help and know its limits.
Built by Joshua Mangoubi, CFA, MBA. Joshua is a financial adviser who likes building things that help people think clearly about money. We hope these are useful to you and your clients. The tools are educational estimates from primary sources, not advice. Corrections are welcome through the contact page.
Terms. Cite any page, quote any figure with the year attached, or use the links above with the attribution left as it is; add nofollow or any other attribute to the links if you like. No reciprocal link, ever. All 19 professional shelves.