Investment & equity (2026)

Investment tax outcomes depend on holding period, ordinary vs preferential rates, and surtaxes like the Net Investment Income Tax. These tools separate those layers instead of blending them into one opaque percentage.

Equity compensation calculators cover RSUs, options, ESPP, and 83(b) timing so you can model ordinary income recognition before capital gains enter the picture.

Wash-sale and tax-loss harvesting helpers are educational checklists against the Code’s loss-disallowance rules — they do not replace broker 1099-B reconciliation.