Changelog

What's new in lucasandersen.ai

Last updated: April 2026

April 2026

MLP Portfolio Tax Simulator — Major Upgrade

New Core Features

  • Multi-position portfolio dashboard with aggregate tax exposure, basis gaps, and §751 estimates
  • Estate planning mode: what your heirs inherit, taxes eliminated by §1014 step-up, per-beneficiary splits
  • Sale vs Hold comparison: sell now, hold N years, or hold until death — with breakeven-to-sell price
  • MLP vs ETF comparison: 20-year after-tax analysis, direct ownership vs ETF wrapper
  • Distribution cut stress test: model cuts, recoveries, and impact on basis erosion
  • Tax law scenario modeling: toggle current law, §199A expiration, 28% capital gains, custom rates
  • Advisory insights: plain-English portfolio intelligence with phantom income warnings
  • Three onboarding paths: first-time K-1 holders, prospective buyers, inherited positions

Professional Features

  • CPA PDF export: branded multi-page report with full IRS worksheet detail
  • Excel audit export: spreadsheet with actual formulas for CPA verification
  • CPA referral code system

AI & SEO Infrastructure

  • 8 canonical MLP projection pages with IRS-cited basis calculations
  • 8 sell-vs-hold answer pages with breakeven prices
  • MLP vs ETF and estate planning canonical pages
  • JSON-LD structured data on all pages
  • Inline SVG charts on static pages (no JavaScript required)

Platform

  • Per-MLP default data for EPD, ET, MPLX, WES, PAA, NRP, USAC, SUN
  • Zero-knowledge encrypted portfolio persistence (premium)
  • Anonymous analytics infrastructure (bucketed, zero PII)
  • Methodology transparency: 1,200+ tests passing
  • Bidirectional linking across all entity guides, projections, and tools

March 2026

  • K-1 Basis Tracker launched with PDF extraction and multi-year tracking
  • §751 recapture calculator
  • CitedValue proof layer: IRS citations on every computed value
  • 30+ MLP tax content pages published
  • First paying customer discovered tool via Perplexity AI

February 2026

  • lucasandersen.ai launched
  • MLP Holding Simulator (single-position) with IRS Partner’s Basis Worksheet
  • Zero-knowledge persistence architecture (AES-256-GCM, Argon2id)
  • Stripe premium integration ($49/yr)