Year 1 Tax Reduction Calculator

WealthGuard Tax Calculator

Client

Sample

Current Income

$1,000,000

Current Tax Burden

$300,000

Effective Tax Rate

30%

Year 1 Tax Reductions

Simple Advanced Complex

Cost Segregation Calculator

Cost Segregation Savings Calculator

Property type

Purchase price $500,000

$150K$1M$2M$3M$5M

Your marginal tax rate 37%

15%22%30%37%45%

Estimated year-1 tax savings

$38,480

on $104,000 of estimated accelerated deductions

Educational estimate only. Actual depreciation and tax savings depend on land value, property age, placed-in-service date, prior depreciation, business use, and the final engineering study.

Long Term ROI Calculator

Interactive WealthGuard Forecast Calculator

CUSTOM CLIENT

Tax Savings

in the first year

Return on WealthGuard

first year ROI

Potential Tax Savings Growth

after 5 years

Potential Tax Savings Growth

after 20 years

* Assumes tax savings are reinvested at 20–30% annual ROI via the WealthGuard deal network.

Client Configuration

Adjust inputs to generate custom projections

Client Name

Annual Income

Current Tax Rate (%)

WealthGuard Investment

Target Tax Rate (%) 15.0%

Reinvestment Rate (%) 60%

Investment Growth Rate (%) 25%

Basic Returns Rate (%) 5.0%

Contact Wealthguard Today

Whether you’re a business owner, real estate investor, or entrepreneur, WealthGuard is here to help you navigate the complex world of taxes and wealth management with confidence. Contact us today to learn how we can craft a personalized strategy that will both save you the money and secure your financial future.