An owner considering an offer or future sale
Business Sale Net Proceeds Calculator
If I sell my business, how much money might I actually keep?
For CPAs, estate attorneys, and other professionals
Give clients a useful place to start—not another sales pitch.
Share one plain-English question. The client sees the result, the assumptions, and what still needs professional judgment before the next meeting.
A real sharing workflow
Send one useful question to the client.
Copy a client link from this page. Preview it first if you want to see the exact experience the client receives.
Added to the links you copy so Greg knows which client questions came from you. Clients still see their results without sharing contact details.
A founder or shareholder who may have QSBS
QSBS Exclusion Calculator and Eligibility Check
Could part of my gain from company stock be excluded from federal tax?
A New York family near the state filing line
2026 New York Estate Tax Threshold Calculator
Could this estate be near or above New York’s estate-tax threshold?
A client who is not sure where to begin
Planning Checkup
Nine simple questions produce a three-step action plan before any contact information is requested.
An owner preparing to talk with adult children
Family Business Conversation
Separate employment, leadership, ownership, and inheritance before anyone is promised a role or share.
A family dividing a business or other hard-to-split asset
Estate Equalization Calculator
What may each child receive, and is there still a gap?
A client approaching retirement or a business exit
Retirement Tax Window Calculator
How much room might I have before taxes or Medicare costs rise?
A family that needs a calm first wealth discussion
Family Wealth Conversation
Create an opening statement, meeting order, and useful questions without sharing everything at once.
Preview opens in a new tab. This page stays open.
How a client uses it
Learn. Organize. Then involve the right person.
Clear boundaries
The tool should organize the conversation—not replace the professional.
The boundary is part of the product. WealthPlannerPro is designed to make the next professional conversation more useful without pretending to deliver legal, tax-return, or product advice.
- No legal documents or document interpretation
- No tax-return calculation
- No product recommendation
- No referral fee or paid endorsement
For professional partners
Get help with a client question.
Tell Greg what you need guidance with and choose an email response or a call. Do not send client names, documents, or confidential facts.
Want a 20-minute walkthrough for your team?
Mention “team walkthrough” below and we’ll follow up to arrange a time.
Information submitted here is not protected by attorney-client privilege and should not include confidential client information.