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Tax-Optimized Financial Planning
Empower your clients with sophisticated tax planning scenarios. Compare strategies, visualize outcomes, and make confident financial decisions.
Lifetime Summary
Tax Savings
$242K
Portfolio Gain
+$690K
Income Augmentation
+$302K
Applied Strategies
Financial Planning for the Real World
Professional tools designed for financial advisors
Scenario-Based Modeling
Create an unlimited number of planning scenarios for each tax year.
AI-Powered Extraction
Upload tax returns and let AI automatically extract and organize tax data for instant analysis.
Client Management
Organize multiple clients and tax years with ease. Track scenarios and strategies for each client.
Lifetime Projections
Project income, assets, and taxes from now through life expectancy with automatic inflation indexing.
Real-Time Tax Calculations
Accurate federal tax calculations with automatic bracket indexing and survivor scenario support.
Visual Insights
Interactive charts and tables make complex tax data easy to understand and present to clients.
Powerful Tax-Aware Planning Strategies
Model and compare sophisticated strategies with real-time impact analysis
Roth IRA Conversion
Auto-calculate optimal conversion amounts to fill lower tax brackets across multiple years.
ASSET TAX ALLOCATIONStrategic Contributions
Analyze tax-advantaged retirement contributions to maximize wealth accumulation.
ASSET ACCUMULATIONStructured Withdrawals
Manipulate withdrawal patterns across tax-deferred, taxable, and tax-free accounts.
ASSET DISTRIBUTIONSocial Security Optimization
Optimize social security to consider benefits, income, taxes, and asset projections.
RETIREMENT INCOMEDeduction Bunching
Concentrate itemized deductions in alternating years to exceed standard deduction thresholds.
TAX STRATEGIESCharitable Giving
Model QCDs, appreciated securities donations, and DAF contributions for maximum tax benefit.
PHILANTHROPYBusiness Structure
Compare entity types and plan structure transitions for optimal FICA and income tax treatment.
ENTITY OPTIMIZATIONBusiness Liquidation
Forecast the sale of a business, including installment sale options and tax impact.
EXIT PLANNINGSupplemental Income
Plan part-time consulting, rental income, or other supplemental income streams during retirement.
RETIREMENT PLANNINGTax Gain/Loss Harvesting
Model impact of realized gains/losses, including basis tracking and loss carryforward.
CAPITAL GAINSStock Option Planning
Evaluate exercise and sale strategies for ISOs and NSOs, including reinvestment and tax optimization.
STOCK OPTIONSState Tax Mitigation
Measure the impact of state relocation on lifetime tax burden.
STATE TAXComprehensive Projections
See the complete financial picture from now through life expectancy
Income Projection
- •Wages, Social Security, pensions, investment income
- •Automatic RMD calculations starting at age 73+
- •Configurable asset withdrawals to optimize distributions
- •Survivor benefit calculations and transitions
- •Inflation indexing on all income sources
Asset Projection
- •Tax-free, tax-deferred, and taxable account growth
- •ISO and NSO stock option forecasts with tax impact
- •Proper basis tracking for accurate tax calculations
- •Automatic asset transfers in survivor scenarios
- •Visual portfolio allocation breakdown
Tax Projection
- •Year-by-year federal tax calculations
- •AGI, deductions, taxable income breakdown
- •Marginal and effective tax rate tracking
- •Bracket-by-bracket tax detail with headroom
- •State tax rates with configurable exemptions
Executive Summary
- •Financial impact from all active strategies
- •Net present value comparisons of strategic planning
- •Key milestone year comparisons (Base vs Alt)
- •Lifetime tax impact from strategic actions
- •Final portfolio value comparison
Built for Client Presentations
Transform complex concepts into clear, compelling visualizations
Professional Reports
Interactive Charts & Graphs
Stacked bar charts, trend lines, and visual comparisons make data come alive
Explainer Illustrations
Educational content helps clients understand complex strategies
Difference Highlighting
Color-coded comparisons instantly show where strategies have impact
Exportable Reports
Print-ready PDFs for client review and documentation
Lifetime Tax Savings
$147,382
NPV: $89,420
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