Make Better Decisions with Better Numbers
These tools are designed to help you think through your options before we meet. They provide estimates based on current tax law — not legal advice, but a useful starting point for the conversation.
Capital Gains Decision Planner
For investors, business owners, and families with appreciated assets in Washington State.
Every capital gain presents a choice — recognize it, defer it, offset it, or eliminate it. This interactive planner walks you through your situation and shows which strategies may apply, with estimated tax impact for each path.
1031 Exchange vs. Sell Analysis
For real estate investors considering a property sale or repositioning.
Should you exchange or sell and pay the tax? This tool compares the two paths side by side, showing you the dollars at stake and the trade-offs involved — so you can make the decision with clear numbers, not guesswork.
These tools are a starting point
The estimates provided are based on current federal and Washington State tax rates and general assumptions. They are not a substitute for advice from your attorney and tax advisor. Every situation is different — the right strategy depends on your complete financial picture.