MLP Portfolio Tax Simulator — Pricing
One plan. No per-seat licensing, no enterprise sales.
Free
$0
- ✓ Single MLP position
- ✓ 2-year projection
- ✓ Broker vs IRS comparison
- ✓ IRS worksheet citations
- ✓ All tax guides and content
Premium
$49/year
- ✓ Unlimited positions
- ✓ Full 20-year projection
- ✓ Portfolio dashboard
- ✓ Estate planning mode
- ✓ Sale vs Hold comparison
- ✓ MLP vs ETF comparison
- ✓ Distribution stress test
- ✓ Tax law scenario modeling
- ✓ CPA PDF export
- ✓ Excel audit export
- ✓ Data saved across sessions
Built by Lucas Andersen — Masters in Finance, proprietary energy trader, and direct MLP holder. 1,400+ test assertions. IRS Partner’s Basis Worksheet methodology.
Try the Simulator Free →
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For Tax Professionals →