Give your website something a client in a big year will use, and a reason to call you first.
Qualified small business stock, the sale of a company, net unrealized appreciation, charitable bunching, and the backdoor Roth. Sourced tools for the questions a large income raises, each ending with the advice to talk with a professional.
19 tools for advisers with a specialty. Each link opens a calculator in a small window on your site. Your visitor runs their own numbers, sees what the rules say, and reads the line every tool ends with: talk with a professional who knows your whole situation. On your site, that professional is you.
The link opens this window on your reader's screen, from our site. Nothing loads on your page but the link.
All 19 tools
Charitable Bunching Calculator
Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.
Backdoor Roth Pro-Rata Calculator
Works out how much of a Roth conversion is taxable when you also have other pre-tax IRAs.
How Much Can I Save This Year?
Adds up how much you can put into retirement and health savings accounts this year, at your age.
Estimated Tax Safe Harbor
Tells you how much tax you must pay in during the year to avoid the underpayment penalty, and how to close any gap.
How Much Umbrella Coverage Do You Need?
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.
Capital Gains Harvesting Room
Shows how much investment gain you can take this year at a zero percent tax rate, and what a larger gain costs.
Dividing Retirement Accounts in Divorce
Shows what each spouse's share of the retirement and investment accounts is worth after tax, at each spouse's own tax rate.
Illinois Estate Tax Calculator
Estimates the estate tax Illinois and the federal government would charge on what you leave behind.
Portability Election Calculator
Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.
Gift Tax Return Checker
Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.
Step-Up in Basis Calculator
Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.
Trust Income Tax Brackets
Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.
Distribute or Retain? Trust Income Calculator
Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.
Inheritance in Trust or Outright: The Tax Drag
Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.
Net Unrealized Appreciation Calculator
Compares the tax on taking company stock out of a 401(k) with a special election against rolling it into an IRA.
Installment Sale of a Business
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.
Asset Sale or Stock Sale? The Double Tax on a C Corporation
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
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.
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- QSBS Exclusion Calculator Shows how much profit from selling stock in a small company can be excluded from tax, and what the rest costs.
- Charitable Bunching Calculator Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.
- Backdoor Roth Pro-Rata Calculator Works out how much of a Roth conversion is taxable when you also have other pre-tax IRAs.
- How Much Can I Save This Year? Adds up how much you can put into retirement and health savings accounts this year, at your age.
- Estimated Tax Safe Harbor Tells you how much tax you must pay in during the year to avoid the underpayment penalty, and how to close any gap.
- How Much Umbrella Coverage Do You Need? 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.
- Capital Gains Harvesting Room Shows how much investment gain you can take this year at a zero percent tax rate, and what a larger gain costs.
- Dividing Retirement Accounts in Divorce Shows what each spouse's share of the retirement and investment accounts is worth after tax, at each spouse's own tax rate.
- Illinois Estate Tax Calculator Estimates the estate tax Illinois and the federal government would charge on what you leave behind.
- Portability Election Calculator Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.
- Gift Tax Return Checker Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.
- Step-Up in Basis Calculator Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.
- Trust Income Tax Brackets Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.
- Distribute or Retain? Trust Income Calculator Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.
- Inheritance in Trust or Outright: The Tax Drag Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.
- Net Unrealized Appreciation Calculator Compares the tax on taking company stock out of a 401(k) with a special election against rolling it into an IRA.
- Installment Sale of a Business 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.
- Asset Sale or Stock Sale? The Double Tax on a C Corporation 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 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.
Calculators from Considerate Capital. Educational estimates from the public rules, not advice; each opens in its own window with the sources and terms.
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<ul class="cc-quiet-tools"> <li><a href="https://consideratecapital.com/embed/qsbs-exclusion-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">QSBS Exclusion Calculator</a> <span>Shows how much profit from selling stock in a small company can be excluded from tax, and what the rest costs.</span></li> <li><a href="https://consideratecapital.com/embed/charitable-bunching-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Charitable Bunching Calculator</a> <span>Compares giving to charity a little every year with giving several years' worth at once, to see which saves more tax.</span></li> <li><a href="https://consideratecapital.com/embed/backdoor-roth-pro-rata?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">Backdoor Roth Pro-Rata Calculator</a> <span>Works out how much of a Roth conversion is taxable when you also have other pre-tax IRAs.</span></li> <li><a href="https://consideratecapital.com/embed/how-much-can-i-save?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">How Much Can I Save This Year?</a> <span>Adds up how much you can put into retirement and health savings accounts this year, at your age.</span></li> <li><a href="https://consideratecapital.com/embed/estimated-tax-safe-harbor?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">Estimated Tax Safe Harbor</a> <span>Tells you how much tax you must pay in during the year to avoid the underpayment penalty, and how to close any gap.</span></li> <li><a href="https://consideratecapital.com/embed/how-much-umbrella-coverage?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">How Much Umbrella Coverage Do You Need?</a> <span>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.</span></li> <li><a href="https://consideratecapital.com/embed/capital-gains-harvesting-room?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Capital Gains Harvesting Room</a> <span>Shows how much investment gain you can take this year at a zero percent tax rate, and what a larger gain costs.</span></li> <li><a href="https://consideratecapital.com/embed/dividing-retirement-accounts-in-divorce?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Dividing Retirement Accounts in Divorce</a> <span>Shows what each spouse's share of the retirement and investment accounts is worth after tax, at each spouse's own tax rate.</span></li> <li><a href="https://consideratecapital.com/embed/illinois-estate-tax-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Illinois Estate Tax Calculator</a> <span>Estimates the estate tax Illinois and the federal government would charge on what you leave behind.</span></li> <li><a href="https://consideratecapital.com/embed/portability-election-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Portability Election Calculator</a> <span>Shows what filing an estate tax return at the first spouse's death, to carry over their unused exclusion, is worth to the survivor.</span></li> <li><a href="https://consideratecapital.com/embed/gift-tax-return-checker?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-880)/2)+',width=780,height=880');return false;">Gift Tax Return Checker</a> <span>Tells you whether a gift needs a gift tax return, and how much of it counts against your lifetime exclusion.</span></li> <li><a href="https://consideratecapital.com/embed/step-up-in-basis-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Step-Up in Basis Calculator</a> <span>Shows the new tax cost of an asset after a death, and how much profit is never taxed because of it.</span></li> <li><a href="https://consideratecapital.com/embed/trust-income-tax-brackets?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-740)/2)+',width=780,height=740');return false;">Trust Income Tax Brackets</a> <span>Shows how much federal income tax a trust pays on income it keeps, and how that compares with a person paying tax on the same money.</span></li> <li><a href="https://consideratecapital.com/embed/trust-distribute-or-retain?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Distribute or Retain? Trust Income Calculator</a> <span>Compares the tax if a trust keeps this year's income with the tax if it pays the income out to the beneficiary.</span></li> <li><a href="https://consideratecapital.com/embed/inheritance-in-trust-or-outright?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Inheritance in Trust or Outright: The Tax Drag</a> <span>Shows the yearly tax cost of leaving an inheritance in a trust that keeps its income, compared with leaving it outright to the heir.</span></li> <li><a href="https://consideratecapital.com/embed/nua-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Net Unrealized Appreciation Calculator</a> <span>Compares the tax on taking company stock out of a 401(k) with a special election against rolling it into an IRA.</span></li> <li><a href="https://consideratecapital.com/embed/installment-sale-calculator?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Installment Sale of a Business</a> <span>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.</span></li> <li><a href="https://consideratecapital.com/embed/asset-sale-or-stock-sale?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Asset Sale or Stock Sale? The Double Tax on a C Corporation</a> <span>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.</span></li> <li><a href="https://consideratecapital.com/embed/purchase-price-allocation?via=advisor-hnw-other" target="_blank" rel="noopener" onclick="window.open(this.href,'cc-tool','scrollbars=yes,resizable=yes,left='+((screen.width-780)/2)+',top='+((screen.height-900)/2)+',width=780,height=900');return false;">Purchase Price Allocation: What the Seller Keeps</a> <span>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.</span></li> </ul> <p class="cc-quiet-tools-note">Calculators from <a href="https://consideratecapital.com/tools?via=advisor-hnw-other">Considerate Capital</a>. Educational estimates from the public rules, not advice; each opens in its own window with the sources and terms.</p>
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. No reciprocal link, ever. All 19 professional shelves.