MDCD Tax Savings Model2026 TAX YEAR
%
Recommended additional charitable
$0
Enter an income picture to model a recommendation.
$
Leave blank to use the benefit-aware recommendation.
Tax savings calculation
Before
After
Income
Wages
$
—
Interest & dividends
$
—
Short-term capital gains (losses)
$
—
Long-term capital gains (losses)
$
—
Business / rental income
$
—
Adjusted gross income
$0
$0
Deductions
Standard deduction (used — larger than itemized)
—
—
State / property / sales tax deduction
SALT
$
—
Mortgage interest
$
—
Original charitable contributions
$
—
Additional charitable contributions
—
—
Less 0.5%-of-AGI charitable floor
—
—
Total charitable
$0
$0
Total itemized deductions
$0
$0
Less high-income itemized limitation (2/37)
—
—
Deduction used
$0
$0
Tax
Taxable income
$0
$0
Federal tax
$0
$0
State tax
$0
$0
Total tax
$0
$0
Less tax withheld and/or estimated payments
$
—
Total tax due (refund)
$0
$0
Result
Tax savings
—
$0
Less cost to participate
—
—
Net tax savings
—
$0
Tax savings summary
2026 estimated adjusted gross income$0
Potential additional charitable deduction$0
2026 est. tax liability without additional charitable$0
2026 est. tax liability with additional charitable$0
NET tax benefit$0
Less cost for portion of partnership acquisition$0
NET benefit$0
ROI0.0%
For advisor use. This is an estimate for illustration only — not tax, legal, or investment advice, and not a promise of any deduction, refund, valuation conclusion, audit outcome, or tax treatment by the IRS or any state taxing authority. Figures use 2026 federal tables and a flat state rate; an individual client’s situation will differ. Clients must consult their own independent tax, legal, and financial advisors, and the final executed program documents govern participation.