The deliverable — branded to your firm
This is what every advisor in your practice hands an athlete: a finished, firm-branded tax illustration generated in minutes from dated, source-traced rules. Below is a branding demonstration on sample data. Illustration only — not tax, legal, or immigration advice; confirm with a licensed CPA or attorney.
Jordan R.
Football · WR · Junior
On $330,000 in NIL and revenue-share income reported as active-service income, this plan projects the athlete can keep an additional $35,452–$36,952 every year — by electing an S-Corporation, maxing retirement, and structuring estimated taxes around it.
The range above is the tax saved net of the S-Corp's running cost ($1,500–$3,000/yr for payroll and CPA work); the $38,452 here is the gross reduction before that cost.
A reasonable salary of about $130,000 with the rest taken as a distribution removes 15.3% self-employment tax from the distribution — via Form 2553.
Defer salary plus employer contributions to lower this year's tax while building retirement wealth — the bulk of the plan.
Your firm's athlete Center of Excellence — without building one
The biggest names in the space stood up dedicated athlete units to answer four questions: what will this athlete keep, across which states, under which structure, and — for a foreign athlete — is the deal even legal? Building that in-house takes a tax library, a multi-state allocator, an international module, and a team to keep all of it current as the law moves weekly. Licensing the engine gives your firm the same capability on day one — branded as yours, maintained by us. You look like the biggest agency in the room without becoming a software company or a tax firm.
Who licenses it
Stand up an athlete practice — or scale the one you're running by hand — with a live, branded illustration that helps win the recruit and a plan that recomputes as the rules move. Capture the relationship early: start while the athlete is still in college, before anyone else is in the room.
Deliver multi-state, entity, and revenue-share planning at software speed instead of partner hours, with a documented, source-traced position for every athlete you sign. Reviewable, brandable output your firm can build on.
Agents are a referral channel, not a seat. Give the agencies you serve free work-authorization screening under your firm as their named planning partner, and take the planning work that comes back — the athlete-facing figures stay with your licensed people, where they belong.
One engine across a whole book: roster-wide triage, affected-athlete rule mapping, and branded deliverables — built for a book, not a single return.
What you're licensing
Every figure computed from a maintained, effective-dated library of federal and state tax rules — reproducible, source-traced, documented. The math you'd otherwise rebuild per athlete, done in minutes and safe to brand as your own.
The hardest and highest-value piece: F-1/J-1 work-authorization go/no-go flags, a branded per-deal clearance memo to hand a counterparty, recruit briefings for prospective international athletes, a 67-country treaty table, and an NRA documentation-readiness checklist (ITIN/W-8BEN/Form 8843/1042-S, per-activity sourcing). The single clearest reason a firm switches — and a client segment nobody else serves.
Duty-day allocation across every state an athlete earns in — road games, camps, appearances — with the S-Corp, QBI, PTET, and quarterly picture that follows.
Each plan's quarterly estimates and annual filings become a per-athlete calendar — weekend-shifted §6654 installment dates from the same dated rule library, with each item checked off as it's filed. Your advisors see what's due, per athlete, at a glance.
When an approved rule, rate, or treaty change lands, every athlete's plan recomputes and the system flags exactly who's affected. Law Watch now covers the federal immigration & visa-policy sources too — SEVP, F-1 CPT/OPT, J-1 Academic Training — so an authorization change routes your nonresident athletes to review, not just a tax delta. Your firm's posture isn't a stale spreadsheet.
Illustrations, offer comparisons, and compliance packets leave the building under your firm's identity — a professional leave-behind built to hand to the athlete's CPA or attorney.
Every shared illustration carries your brand and a "run your own" path back to you — the acquisition infrastructure a growing athlete practice depends on.
Run your athlete practice like a firm
Beyond the engine, your team gets the oversight a multi-disciplinary practice needs — so a partner can see the whole book, work is assigned and reviewed, and every decision leaves a record.
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.
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.
Give each team member a professional role — CPA, wealth advisor, relationship manager, legal — and a configurable matrix sets what each role sees in the cockpit. A relationship manager can follow task status without the tax figures in view.
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.
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.
Archive clients who've graduated or moved on, roll a client into a new tax year in one step, and get flagged when a client's figures haven't been re-entered.
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.
How licensing works
The international practice nobody else can offer — offered as yours.
Foreign athletes are a large, growing, and almost entirely unserved segment. The engine answers the question that precedes tax — is this NIL activity even authorized under the athlete's visa? — then handles treaties, nonresident withholding, and the full foreign filing stack. It's the single hardest capability to replicate, and the clearest reason an athlete picks your firm over the one that turned them away.
Licensing models
Individual advisors and firms are self-serve on published Advisor and Agency plans — pick a tier, pay, and you're working the same day, no call required. This page is for white-label & engine licensing: pricing scales with how deeply the engine is embedded — from a co-branded pilot on a single book to a fully white-labeled deployment across your firm. Every white-label engagement includes hands-on onboarding and a dedicated success manager. Tell us your firm below and we'll scope it with you, usually within one business day.
Licensing & white-label questions
Do we resell SidelineWealth, or does it disappear behind our brand?
Both models exist. White-label puts your firm's logo, colour and identity on every illustration, packet, and the cockpit, so the work product reads as yours. Today the shared illustration and its PDF still carry a small engine credit at the foot of the document — suppressing that credit entirely is an enterprise engagement, not a self-serve toggle. Co-brand keeps a visible "powered by" credit. You choose per engagement.
We already have CPAs and advisors. Why license a tool?
Because they're delivering multi-state jock tax, entity structuring, reasonable-comp, and — the hard part — international/visa analysis by hand, per athlete. The engine does in minutes what a partner does in hours, computed from a maintained, effective-dated library of tax rules and documented with its sources. You keep the relationship and the fee; you just stop rebuilding the math.
What makes this solid enough for our firm to put its name on?
Every figure is computed by a deterministic engine from a maintained library of current federal and state tax rules — traceable to its sources, not generated by a chatbot — so the output is reproducible and documented. It's a rigorous illustration for your review, not filed advice: a documented, source-traced basis a licensed professional can check and build on, which is why it's safe to brand as your own. We publish exactly what is and isn't independently verified — including what we have not yet had reviewed — at /verification.
Can we serve international athletes we currently turn away?
Yes — that's the piece nobody else has. F-1/J-1 work-authorization go/no-go checks with a branded per-deal clearance memo, recruit briefings for prospects, treaties across 67 countries, an NRA documentation-readiness checklist (ITIN/W-8BEN/1042-S, per-activity sourcing), and immigration & visa-policy monitoring alongside the tax code. Signing the foreign athletes your competitors pass on is often the clearest reason a firm licenses the engine.
Can several people at our firm work in it with different access?
Yes. Each team member has an authority level plus a professional role — CPA, wealth advisor, relationship manager, or legal — and a configurable visibility matrix decides what each role sees in the cockpit (a relationship manager can follow task status without the tax figures in view). Every change is recorded in an append-only audit trail.
Does it keep a record of the work we do for a client?
Yes. There's an append-only, tamper-resistant trail of the decisions your team makes — task assignments, preparer/reviewer sign-offs, document generation, and plan re-runs — filterable by client, person, action, or date and exportable to CSV or PDF. Each client's engagement also assembles into a one-click, firm-branded season-end packet.
How do we start?
Tell us your firm and roughly how many athletes you serve. We scope a pilot — usually a single team or book — stand up your branded workspace, and expand from there. Enterprise licensing includes a dedicated success manager. Multi-seat is already self-serve on the Advisor and Agency plans; SSO and API access are on the roadmap.