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Brandon's Tools

Planning & analysis tools — accessible from any device

Estate & Tax Planning

Trust Funding Strategy

Strategy A vs. B — recurring expense comparison with Illinois estate tax

S Corp Asset Sale Model

Income & estate tax consequences, phantom gain, installment sale timing

Coming soon

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Compensation Model Soon

Base salary, bonus, E-share distributions — 10-year projection

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GRAT / CLAT Analyzer Soon

GST planning, remainder interest, §7520 rate sensitivity

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