Your Inputs
₿
$
$
Total Gifted
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Gift Tax Liability
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Remaining Estate
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Estate Tax Reduction
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vs. not gifting at federal 40% rate
Your Annual Max Exclusion Gift (Year 1)
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Year-by-Year Projection
| Year | BTC Price | BTC Holdings | Annual Gift $ | Cumulative Gifted | Remaining Estate |
|---|
⚠ Illustrative Purposes Only
This calculator provides hypothetical projections based on the inputs you enter. It is not financial, legal, or tax advice. Actual results will vary significantly based on Bitcoin price volatility, changes in tax law, gift structuring, and your specific financial situation.
Assumptions: The calculator assumes (1) annual BTC appreciation compounds linearly at the rate you specify, (2) gifts are made at the beginning of each year from BTC holdings, (3) all gifts qualify for the annual exclusion (no taxable gifts assumed unless exclusion is exceeded), (4) estate tax reduction is estimated at the 40% federal estate tax rate applied to the total gifted amount, and (5) no capital gains tax is reflected (basis transfer to recipient). This is a simplified model. Consult a qualified estate planning attorney and CPA before making any gifting decisions.
This calculator provides hypothetical projections based on the inputs you enter. It is not financial, legal, or tax advice. Actual results will vary significantly based on Bitcoin price volatility, changes in tax law, gift structuring, and your specific financial situation.
Assumptions: The calculator assumes (1) annual BTC appreciation compounds linearly at the rate you specify, (2) gifts are made at the beginning of each year from BTC holdings, (3) all gifts qualify for the annual exclusion (no taxable gifts assumed unless exclusion is exceeded), (4) estate tax reduction is estimated at the 40% federal estate tax rate applied to the total gifted amount, and (5) no capital gains tax is reflected (basis transfer to recipient). This is a simplified model. Consult a qualified estate planning attorney and CPA before making any gifting decisions.
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