Gift & Estate Tax Estimator


Being prepared for gift and estate taxes is vital to preserve wealth and avoid surprises. These taxes can claim up to 40% of assets above exemptions.

Early planning minimizes forced sales, family disputes, and IRS penalties. Valuation expertise ensures compliance and optimizes deductions. Without preparation, heirs face liquidity issues or reduced inheritance. Proactive steps—wills, trusts, gifting—protect legacies efficiently.

FREE TAX ESTIMATION TOOL

IMPORTANT DISCLOSURE AND DISCLAIMER

The tax calculations, projections, estimates, or results generated by Alpha Analytics, LLC’s tools, models, spreadsheets, software, or any related outputs (collectively, the “Tools”) are provided for illustrative, informational, and planning purposes only. These outputs are estimates based on user-provided inputs, publicly available tax data, simplified assumptions, and current interpretations of applicable federal, state, and local tax laws as of the date of calculation. They are not intended to constitute, and should not be construed as, tax advice, legal advice, accounting advice, or a substitute for professional consultation.

Tax laws are complex, subject to frequent change, and highly dependent on individual circumstances, including but not limited to income sources, deductions, credits, filing status, residency, business structure, transaction timing, valuation methodologies, and jurisdictional rules. The Tools do not account for all possible variables, exceptions, elections, or future legislative, regulatory, or judicial changes. Actual tax liability may differ—potentially materially—from the estimates provided.

No Reliance Without Professional Review

You must not rely on the results of the Tools for filing tax returns, making irrevocable financial decisions, executing transactions, or determining final tax obligations. Any use of the Tools is at your sole risk. Alpha Analytics, LLC strongly recommends that all outputs be reviewed, validated, and customized through a comprehensive, case-specific analysis performed by qualified tax attorneys, certified public accountants, enrolled agents, or other licensed professionals retained on your behalf.

No Guarantee of Accuracy or Completeness

While Alpha Analytics, LLC strives to maintain accurate and up-to-date information within the Tools, we do not warrant or guarantee the accuracy, completeness, timeliness, or suitability of any output. Errors in input data, model assumptions, or software functionality may produce incorrect results. We disclaim any responsibility for decisions made based on Tool outputs.

Limitation of Liability

To the fullest extent permitted by law, Alpha Analytics, LLC, its affiliates, officers, employees, and agents shall not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from the use of the Tools—including but not limited to tax penalties, interest, lost opportunities, or adverse financial outcomes—even if advised of the possibility of such damages.

By using the Tools, you acknowledge that you have read, understood, and agree to this disclosure. Professional guidance is essential to ensure compliance and optimize your tax position.