Asset & Wealth Tax Optimization
Capital gains, estate tax, wealth tax, and investment tax planning tools.
Capital gains, estate tax, wealth tax, and investment tax planning tools.
Welcome to our Asset and Wealth Tax Optimization hub. Here you will find tools designed to help with capital gains tax planning, estate and inheritance tax calculations, wealth tax assessments, and investment tax optimization strategies. Each tool is built on the latest regulations and official guidance.
Calculate your exact 6% HSA excess contribution penalty instantly. Free tool for CA & NJ residents. Includes NIA calculation, withdrawal amount, and Form 5329 guidance. Updated for 2026.
Calculate your Section 48 solar ITC recapture for dual-use property instantly. Enter your cost basis, depreciation claimed, and sale price to see exactly how much tax you owe. Free tool with step-by-step breakdown.
Calculate your solar tax credit recapture liability when converting a home office to personal use. Free calculator plus 2026 IRS rules for Form 4255.