Tax Planning
Planning calculators for tax planning — estimates from industry-style inputs.
Matches are ranked by relevance. Use CtrlK anytime to search the full site.
Roth Conversion Calculator
Analyze the tax impact, break-even timeline, and long-term benefit of converting traditional IRA or 401(k) funds to a Roth IRA.
Section 179 Calculator
Calculate your maximum Section 179 deduction for business equipment purchases, including phase-out reductions, income limitations, and combined first-year write-off with bonus depreciation.
Bonus Depreciation Calculator
Calculate first-year bonus depreciation deductions under the TCJA phase-down schedule, combined with MACRS recovery for eligible asset purchases.
QBI Deduction Calculator
Calculate your Section 199A Qualified Business Income deduction with W-2 wage limits, UBIA property tests, and SSTB phase-out rules for 2024.
Charitable Deduction Optimizer Calculator
Compare annual giving vs. bunching donations into a Donor-Advised Fund to maximize your itemized deduction and tax savings over multiple years.
AMT Calculator
Calculate your Alternative Minimum Tax (AMT) liability based on income, SALT deductions, ISO stock option exercises, and filing status using 2024 IRS parameters.
State Tax Nexus Calculator
Determine if your business has economic nexus for sales tax or income tax in a state based on Wayfair thresholds, sales volume, transactions, and factor-presence standards.
International Tax Calculator
Calculate Foreign Tax Credit (FTC) limitations and GILTI inclusions for US taxpayers with foreign-source income.
Tax Withholding Calculator
Estimate whether your W-4 withholding will result in a refund or balance due, and get per-paycheck adjustment suggestions using 2024 federal brackets.
Estate Freeze Calculator
Estimate estate tax savings from an intentionally defective grantor trust (IDGT) estate freeze. Compare wealth transfer with and without freezing asset values.
Tax-Advantaged Order
Rule-of-thumb contribution priority from match % and HSA eligibility (educational).