Securities offered through Quincy Wells Capital, LLC, member FINRA/SIPC.
QOZ Advisors is a marketing name used by QOZ Advisors LLC. QOZ Advisors LLC is not a registered broker-dealer or investment adviser.
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Explore your capital gain assumptions.
Compare rates you choose, then prepare your questions for a conversation.
Enter gain, not gross sale proceeds. Numbers only, up to $1 billion, with at most two decimal places.
Enter your own rate from 0 to 100. No rate is preselected. Include any federal, state, local or net investment income tax effects in your assumption as appropriate; the tool adds none automatically.
Your assumed-rate comparison
Scenario 1 illustrated tax:
Portion of the gain remaining in scenario 1:
| Scenario | Assumed rate | Illustrated tax | Gain remaining | Tax difference vs. scenario 1 |
|---|
A positive difference means more illustrated tax; a negative difference means less. These figures are not your sale proceeds, available investment cash, tax due or QOZ tax savings. Results are rounded to cents. Changing any input clears all results until you calculate again.
Three questions for your professional team
- Is the gain estimate complete and appropriate for my transaction?
- Which assumed rate should I use, and what does it include?
- What other commitments should I consider before discussing an investment?
The print button opens your browser’s print dialog. Any saved PDF is your choice and stays wherever you save it; QOZ Advisors does not receive a copy.
Your entries are processed in this page only. This calculator does not save them, send them to QOZ Advisors, or require an email address. No result is transferred when you choose Talk with Paul.
Make the numbers useful.
Ask your tax professional whether your estimated gain and rates reflect your transaction. Actual tax can depend on income, filing status, holding period, loss offsets, exclusions, depreciation-related rules and jurisdiction. A business or property sale may include amounts with different tax treatment.
This simple model applies each assumed rate to the entire entered gain. It does not calculate tax brackets, net investment income tax thresholds, deductions, credits, installment timing, depreciation recapture or any opportunity zone election. It makes no determination of investment eligibility or suitability.
Our general investment guideline is $100,000. Smaller amounts may be considered case by case. Each offering has its own minimum investment and eligibility requirements. Meeting an investment amount does not establish investor qualification or suitability. An illustration does not indicate that an investment is appropriate for you.
Background reading
IRS: capital gains and losses · IRS: net investment income tax
Calculator v0.2 · September 27, 2026 · Source links provide background; no IRS tax tables are implemented.