Eiduk Tax & Wealth

Tax Planning Tools

Pay Less. Keep More. Build Wealth.

These tools are provided exclusively for Eiduk Tax & Wealth clients.
Questions? Contact us at john@eiduktaxandwealth.com or call 847-917-8981

48
HTML Tools
8
Excel Workbooks
9
Phases
80
Strategies

Compliance & Documentation

All Phases

Welcome Packet Generator

Personalized client welcome packet with package details and strategy roadmap

Onboarding

Client Onboarding Checklist

90-day implementation tracker with 30+ tasks organized by phase

Implementation

Client Roadmap

Visual strategy implementation roadmap for client planning

Planning

Annual Meeting Minutes

Corporate formalities generator for LLC/S-Corp with resolutions

#1-4

Board Advisory Agreement

Template for board advisor compensation and documentation

#16a

P1/P2 Document Checklist

Strategy-specific documentation requirements for 17 strategies

#1-17

Estimated Tax Form

Quarterly estimated tax payment calculator and voucher generator

Compliance

S-Corp Quarterly Workpaper

Comprehensive quarterly review workpaper for S-Corp clients

All Phases

Monthly Compliance Calendar

Monthly, quarterly, and annual compliance deadlines with submission tracking

Compliance

P&L Comprehensive Analyzer

Upload P&L to analyze expense ratios, DIF score, and tax optimization opportunities

Analysis

P1: Foundation

Strategies #1-7

Reasonable Compensation Calculator

Cost approach with BLS data, FICA savings analysis, audit defense

#1 §3121

FICA Tax Savings Calculator

Payroll tax savings from S-Corp optimization

#1 §3121

S-Corp Health Insurance Worksheet

Premium tracking, W-2 reporting guidance, and FICA savings calculator

#2 §162(l)

Accountable Plan Expense Report

IRS-compliant expense reimbursement form per Reg 1.62-2

#3 §62(c)

Accountable Plan Policy

Legal policy document with Word export for IRS compliance

#3 §62(c)

Home Office Worksheet

Simplified and actual method calculator with deduction comparison

#9 §280A

Augusta Rule Rental Package

14-day rental agreement generator with FMV rate worksheet

#4 §280A(g)

Vehicle Mileage Log

IRS-compliant contemporaneous mileage tracking with annual summary

#10 §274

Equipment & Vehicle Workpaper

Asset tracking and depreciation documentation

#8 §179

Family Management Company Guide

Hiring kids strategy with job duties, pay rates, and documentation

#16 §162

FMC Setup Workpaper

Family Management Company formation and setup checklist

#16 §162

FMC Operating Agreement

Operating agreement template for Family Management Company

#16 §162

Children Employment Tracking

Time tracking and wage documentation for employed children

#6 §73

Crypto Tax Strategies

Cryptocurrency taxation and planning strategies guide

#7 §1001

P2: Core Deductions

Strategies #8-17

QBI Optimization Calculator

§199A deduction with W-2 wage limit analysis and SSTB phase-out

#12 §199A

HRA Setup Workpaper

Health Reimbursement Arrangement setup and compliance documentation

#14 §105

HRA Plan Document Template

Section 105 Medical Reimbursement Plan document generator

#14 §105

P3: Retirement & Benefits

Strategies #18-28

Retirement Strategies Overview

Comprehensive guide to all retirement vehicles and contribution limits

#18-28

Retirement Plan Comparison Calculator

SEP-IRA vs Solo 401(k) vs 401(k)+Cash Balance with future value projections

#18-20 §401

Profit Sharing 401(k) Guide

Two-bucket system calculator with employee + employer limits

#19, #26 §401(k)

Cash Balance Plan Guide

Defined benefit contribution calculator by age ($100k-$400k+)

#20 §401(a)

Mega Backdoor Roth Calculator

After-tax 401(k) → Roth conversion with §415(c) limits and catch-up

#21 §402(g)

HSA Triple Tax Calculator

Triple tax advantage analysis: contributions, growth, and qualified withdrawals

#22 §223

Backdoor Roth IRA Guide

5-tab implementation guide with Pro-Rata Calculator and Form 8606 walkthrough

#23 §408A

Backdoor Roth IRA Calculator

Pro-rata calculation and conversion analysis tool

#23 §408A

Roth Conversion Calculator

Bracket-filling strategy with 2024/2025 rates and NIIT analysis

#24 §408A

P4: Credits & Multistate

Strategies #29-35

R&D Tax Credit Qualifier

4-part test checklist + credit estimator with ASC methods and payroll election

#29 §41

PTET Decision Calculator

Pass-through entity tax analysis with $40K SALT cap (OBBBA)

#31 State

PTET Election Workpaper

Documentation and tracking for PTET elections by state

#31 State

PTET Implementation Guide

Step-by-step PTET implementation instructions by state

#31 State

P5: Real Estate & PAL

Strategies #36-43

RE Material Participation Log

750+ hour tracking for Real Estate Professional status qualification

#36 §469(c)(7)

HUD Settlement Analyzer

Cost basis and closing cost allocation for real estate investors

#37 §168

Cost Segregation Workpaper

Cost segregation study tracking and depreciation analysis

#37 §168

STR Material Participation Log

Short-term rental activity tracking (avg stay <7 days)

#38 §469

Self-Rental Loophole Analyzer

5-question qualification for Reg. 1.469-2(f)(6) recharacterization

#39 Reg 1.469-2(f)(6)

1031 Exchange Timeline Tracker

45/180 day deadline calculator with property ID rules and visual timeline

#40 §1031

PAL Grouping Election Worksheet

Activity builder with auto-generated election statement per Reg. §1.469-4(d)

#41 Reg 1.469-4

PIGs vs PALs Matching Calculator

Two-column interface for passive income vs losses with visual analysis

#43 §469(d)

P6: Acquisitions & Leverage

Strategies #44-50

Premium clients receive project-based implementation support for acquisition strategies.

P7-P9: Premium Phases

Add-On

P7: Exit & Wealth Transfer

Strategies #51-61

P8: Charitable & Philanthropic

Strategies #62-72

P9: Premium Alt Investments

Strategies #73-80

Excel Workbooks

Downloadable

Accountable Plan Expense Report

Employee reimbursement form with 60-day substantiation tracking

#3

Client Expense Tracker

Master workbook: Expense Report, Home Office, Vehicle Mileage, 14-Day Rental, Equipment/Assets, Health & HSA, Family Employment

P1-P2

FMC Child Timesheet

Family Management Company timesheet for child employee documentation

#6

Home Office Tracker

Simplified vs actual method with square footage and expense tracking

#9

HUD Tool (Investor)

HUD-1/Closing Disclosure analyzer for cost basis allocation

#37

Rental Property P&L Complete

Full rental income and expense tracking with Schedule E categories

#36-38

REP Material Participation Daily Log

Daily activity log for Real Estate Professional 750+ hour tracking

#36

STR Material Participation Log

Short-term rental activity tracking for 100+ hours and avg stay <7 days

#38

Complete File Listing

Reference

All files deployed to this site

HTML Tools (48 files)

  1. 1031-exchange-tracker.html
  2. accountable-plan-expense-report.html
  3. accountable-plan-policy.html
  4. annual-meeting-minutes-dual-entity.html
  5. augusta-rule-package.html
  6. backdoor-roth-guide.html
  7. backdoor-roth-ira-calculator.html
  8. board-advisory-agreement.html
  9. cash-balance-guide.html
  10. children-employment-tracking-workpaper.html
  11. client-onboarding-checklist.html
  12. client-roadmap.html
  13. cost-segregation-workpaper.html
  14. crypto-tax-strategies.html
  15. equipment-vehicle-workpaper.html
  16. estimated-tax-form.html
  17. family-management-company-guide.html
  18. fica-savings-calculator.html
  19. fmc-operating-agreement.html
  20. fmc-setup-workpaper.html
  21. home-office-worksheet.html
  22. hra-plan-document-template.html
  23. hra-setup-workpaper.html
  24. hsa-triple-tax-calculator.html
  25. hud-tool-investor.html
  26. mega-backdoor-roth-calculator.html
  27. monthly-compliance-calendar.html
  28. p1-p2-document-checklist.html
  29. pal-grouping-worksheet.html
  30. pigs-vs-pals-calculator.html
  31. pl_comprehensive_analyzer.html
  32. profit-sharing-401k.html
  33. ptet-analyzer.html
  34. ptet-election-workpaper.html
  35. ptet-implementation-guide.html
  36. qbi_optimizer.html
  37. rd-tax-credit-qualifier.html
  38. real-estate-material-participation-log.html
  39. reasonable-comp-calculator.html
  40. retirement-comparison.html
  41. retirement-strategies-workpaper.html
  42. roth-conversion-calculator.html
  43. scorp-health-insurance.html
  44. scorp-quarterly-workpaper.html
  45. self-rental-analyzer.html
  46. str-material-participation.html
  47. vehicle-mileage-log.html
  48. welcome-packet.html

Excel Workbooks (8 files in /downloads/)

  1. accountable-plan-expense-report.xlsx
  2. client-expense-tracker.xlsx
  3. fmc-child-timesheet.xlsx
  4. home-office-tracker.xlsx
  5. hud-tool-investor.xlsx
  6. rental-property-pl-complete.xlsx
  7. rep-material-participation-daily-log.xlsx
  8. str-material-participation-log.xlsx