Scenario Planning

Compare Multiple Tax Strategies

Build side-by-side scenarios for each client and see exactly which strategy reduces their projected tax liability the most.

Scenario Builder

Select a client scenario below to see how the strategy compares to their current tax situation.

app.canopyfax.com/scenarios/builder

Scenario Builder

Client: Elena Martinez
3 Scenarios Modeled
Scenario A — Current SituationAmount
Total Income$365,000
401(k) Contribution$0 change
Investment Loss Harvesting$0 change
Projected Federal Tax$79,400
Scenario B — Increase 401(k)Amount
Total Income$365,000
401(k) Contribution+$20,000
Investment Loss Harvesting$0 change
Projected Federal Tax$74,600
Scenario C — Loss HarvestingAmount
Total Income$365,000
401(k) Contribution$0 change
Investment Loss Harvesting+$15,000
Projected Federal Tax$76,200

Comparison — Tax Reduction vs. Current

Scenario B — Increase 401(k)$4,800
Scenario C — Loss Harvesting$3,200
How It Works

From Assumption To Comparison In Minutes

1

Set The Baseline

Start with the client's current-year projection as Scenario A, using data already on file.

2

Add Strategies

Layer in alternative decisions — retirement contributions, asset sales, entity changes — as separate scenarios.

3

Compare And Advise

Review the tax reduction for each scenario side by side, then bring the clearest option to the client.

Build Your First Scenario Comparison

Request access to start modeling strategies for your clients.

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