What it's worth to your firm
Two numbers from one engine: the client tax savings you can demonstrate, and the revenue your firm earns advising on it — at your own fee. No invented multipliers.
Client tax savings you'll demonstrate
- White-label — your firm's brand on every athlete illustration
- Full engine: S-Corp vs. baseline, QBI, all 50 states & multi-state allocation
- "Win a prospect" live demo + branded PDF reports
- Rules-change feed — every update human-reviewed before it's live
Running a larger firm, or want the engine white-labeled under your own brand? That's our enterprise & licensing track.
Onboard a prospect in seconds
Upload an athlete's 1099 or contract and SidelineWealth identifies the deal type and drafts the plan inputs — name, income, royalty-vs-service classification, state — for you to confirm, then turns it into a branded illustration you can hand them the same day. It even flags a foreign athlete's visa and treaty position. It's a draft you confirm — never auto-saved — and the document is processed in memory and never stored.
More than a tax number — the story that keeps the athlete.
The after-tax figure gets you in the room. What keeps the athlete is being the advisor who saw the whole picture first — and who was there before anyone else was.
Capture the relationship at the first NIL check, not after they turn pro and the wirehouses show up. A branded illustration in a recruit's hands is how you get there first — and the athlete who starts with you tends to stay with you.
An athlete's NIL earnings are an asset to structure and protect, not just income to file. Entity, royalty-vs-service, and multi-state decisions compound over a career — show them you're managing the brand they built, not just this year's return.
The first big check, turning pro, a transfer across state lines, a foreign athlete's visa change — each moment reshapes the plan. Because the engine recomputes as the law and their life move, you're the advisor with the answer before they think to ask.
The quarterly estimates and filings in every plan become a per-athlete calendar — weekend-shifted §6654 installment dates from a maintained rule library, each item checked off as it's filed. Ongoing visibility across your roster, not a number that dies on a PDF.
Grows from a solo desk to a team
Even on your own, you get a record of every client decision, an assignable task list, and one-click season-end packets — and when you add a reviewer or a partner, four-eyes sign-off and role-based visibility are already there.
One dashboard across every active client — upcoming filing deadlines, overdue and unassigned tasks, plans running on older tax rules, and deals due for a refresh — computed live from the engine, never a stale export.
An append-only, tamper-resistant trail of the work your team does — task changes, sign-offs, document generation, plan re-runs — filterable by client, person, action, or date.
Assign client tasks to team members and track them to done, and apply your firm's checklist to a client in one click — re-applying never creates duplicates.
Preparer → reviewer sign-off on every client plan, with the reviewer required to be a different person than the preparer. Re-running a plan after review sends it back to be reviewed again.
One click produces a firm-branded PDF per client — the plan summary, sign-off log, task and filing completion, and the full history — assembled live from current data.
The audit trail, the book-of-business, and your access-policy matrix each export to CSV or print to a firm-branded PDF — the record a partner or reviewer might ask to see.
The international athletes on your roster are walking out the door.
You can model their domestic teammates in seconds — but a foreign athlete brings visa work-authorization, tax treaties, FDAP withholding and 1040-NR that a domestic plan can't touch, so most firms quietly send them elsewhere. Be the firm that handles them: a go/no-go deal-clearance memo, a nonresident tax engine, recruit briefings for prospects, an NRA documentation checklist, and immigration & visa-policy monitoring. That's how you win the whole book.
Advisor & firm tax questions
How is an athlete's NIL income taxed?
Generally as self-employment income on a 1099 — subject to federal and state income tax plus self-employment tax, usually paid via quarterly estimates since nothing is withheld. Entity structure, state of residence, and QBI can meaningfully change the net; the planner models it live.
When does an S-Corp make sense for an athlete?
For service-classified NIL income above a breakeven, an S-Corp election can reduce self-employment tax net of the payroll and compliance cost. Royalty-classified income generally doesn't benefit. The planner shows the breakeven and the S-Corp-vs-baseline delta.
How does the multi-state “jock tax” affect the plan?
Income earned in other states — road games, appearances, camps — is taxed by those states and allocated by duty days, with a credit in the home state. The planner's multi-state allocator handles it so the estimate isn't just the home-state rate.
Can the platform handle international athletes?
Yes. The nonresident engine covers FDAP/treaty withholding across 67 treaty countries, the Substantial Presence Test, and visa work-authorization; it produces a branded per-deal clearance memo and recruit briefings, runs an NRA documentation-readiness checklist, and monitors immigration & visa-policy sources (SEVP, CPT/OPT, J-1) alongside the tax code — the piece most firms send elsewhere.