Capital gains calculator
Estimate gain, tax exposure, and likely exchange equity before you sell.
This calculator gives investors a quick planning estimate before a portfolio design session. It is not tax advice. Actual tax treatment depends on your specific basis, recapture, state, ownership structure, and other factors. Use these numbers as a conversation starter with your CPA and Petra.
$0Estimated taxable gain
$0Estimated tax exposure
$0Estimated exchange equity
Educational estimate only. Actual tax treatment depends on your cost basis, depreciation recapture, state tax rules, ownership
structure, selling expenses, installment sale elections, and your individual legal and tax situation. These numbers are intended
as a starting point for a conversation with your CPA and Petra. They are not tax advice.
What these numbers mean for your exchange
Estimated exchange equity is the foundation of your POPP.
Once you know approximately how much equity you will have to work with, Petra can design a replacement portfolio strategy around that number — building in debt replacement, income targets, diversification, and risk parameters that match your situation.
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POPP preview, portfolio allocation visual, or consultation graphic