Run the numbers on
your situation

QSBS Eligibility Estimator

Estimate your Section 1202 exclusion and potential federal tax savings on a qualifying exit.

Concentrated Stock Tax Exposure

Quantify the tax cost of your concentrated position and compare diversification strategies.

Physician Retirement Catch-Up Planner

Model your retirement trajectory and see how defined benefit plans accelerate accumulation.

Compensation Structure Analyzer

Compare S-corp vs. sole proprietor structures and estimate your annual tax savings.

Practice Sale Net Proceeds Estimator

Model after-tax proceeds under asset sale vs. stock sale structures.

Asset Protection Audit

Score your current protection across six key areas and identify the most critical gaps.