Investment & Equity Compensation Tax Calculators

Tools for investment and equity-comp taxation: capital gains, RSUs, ISOs/NSOs, AMT triggers, charitable giving optimization.

Stock trading chart on screen — representing capital gains tax calculation, RSU taxation, and stock option exercise planning — Photo by Behnam Norouzi on Unsplash

Capital Gains Tax Calculator

Calculate capital gains tax on stocks, crypto, and real estate by state. Compare short-term vs long-term rates with NIIT.

RSU Tax Calculator

Calculate taxes on restricted stock unit vesting. See marginal federal, FICA, and state tax on your RSU income.

Stock Option Tax Calculator

Estimate taxes on ISO and NSO stock options including AMT implications, capital gains treatment, and holding period impact.

AMT Trigger Calculator

Calculate the maximum number of ISO shares you can exercise before triggering Alternative Minimum Tax.

Charitable Giving Optimizer

Compare four giving strategies — cash, appreciated stock, Donor-Advised Fund bunching, and QCDs.

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The Take-Home Tax Guide

Weekly tips on reducing your tax burden, state tax changes, and salary negotiation strategies. Free.