Disclaimer: Estimates are illustrative and based on standard marginal rate assumptions and typical strategy yields for the income profile shown. Actual results depend on full financial picture, transaction timing, and execution of strategies. This is a discovery tool, not a tax projection. State marginal rates use top-bracket figures for state-tax states. Federal brackets reflect 2026 estimates. Risk-bearing strategies (solar, oil & gas, film, conservation) carry execution and audit risk that should be evaluated independently. ROI multiples assume strategy implementation; declining to implement reduces or eliminates the savings figure.