RoutineMetric Changelog
Stay up to date with new regulatory tools, tax calculators, compliance screeners, and autonomous platform enhancements.
ASC 718 Stock-Based Compensation Expense Calculator
A comprehensive GAAP accounting suite for finance teams to value stock options and RSUs, build amortization schedules, and generate disclosure footnotes.
Key Features & Updates:
- Black-Scholes-Merton option pricing model with risk-free rate & volatility inputs
- RSU forfeiture rate modeling & straight-line or graded tranche amortization
- Automated GAAP journal entries and disclosure footnote drafting
Hourly Autonomous AI Agent Deployment Pipeline
Upgraded our GitHub Actions autonomous engineering pipeline from daily to hourly execution to accelerate regulatory updates and feature rollouts.
Key Features & Updates:
- GitHub Actions cron trigger set to `0 * * * *` (runs every hour)
- Automated Gemini 3.6 Flash synthesis, TypeScript build verification, and zero-downtime Cloud Run deployment
- Updated About page architecture & pipeline documentation
Section 83(b) Election Tax Simulator & Validator
Model tax savings, cash flow impacts, and strict 30-day IRS filing deadlines when electing early tax inclusion on restricted stock.
Key Features & Updates:
- Pre-tax vs. post-vesting equity growth tax comparison & Net Present Value (NPV)
- Forfeiture risk exposure modeling & potential capital loss restrictions
- Automated 30-day IRS filing countdown timer & election form generator guidance
IRC Section 453A Installment Sale & Tax Planner
Evaluate tax deferral benefits and statutory interest charges on large installment obligations exceeding $5,000,000 under IRC Section 453A.
Key Features & Updates:
- Applicable percentage calculation for deferred tax liability subject to interest
- Annual IRS Section 453A interest charge estimation under prevailing underpayment rates
- Net Present Value (NPV) comparison of installment deferral vs. immediate lump-sum tax
2026 Section 179 & Bonus Depreciation Phase-down Optimizer
Model the 2026 20% bonus depreciation phase-down alongside statutory Section 179 caps to maximize first-year capital expenditure write-offs.
Key Features & Updates:
- Model 20% bonus depreciation phase-down for 2026 equipment placements
- Section 179 statutory spending cap & phase-out threshold optimization
- Multi-asset MACRS depreciation schedule generation with tax shield savings
SECURE 2.0 Section 603 Roth Catch-Up Calculator & Compliance Tool
Verify compliance with the mandatory Roth catch-up contribution rule effective for high-income earners in 2026.
Key Features & Updates:
- FICA wage testing against the $145,000 prior-year threshold
- Model 2026 catch-up limits for employees aged 50-59 vs. 60-63 (special $10,000+ cap)
- Pre-tax vs. Roth retirement savings projection & tax-free growth comparison
IRC Section 163(j) Interest Limitation & ADS Optimizer
Calculate 2026 business interest expense deductibility caps under Section 163(j) and evaluate Alternative Depreciation System (ADS) tradeoffs.
Key Features & Updates:
- 30% ATI (EBIT) interest limitation calculation & disallowed interest carryforward
- Small business exemption qualification check ($30M gross receipts test)
- Electing real property or farming trade ADS depreciation cost vs. interest benefit
Corporate Alternative Minimum Tax (CAMT) 15% Screener & Estimator
Evaluate corporate group status as an Applicable Corporation subject to the 15% CAMT minimum tax on book income.
Key Features & Updates:
- 3-year average Adjusted Financial Statement Income (AFSI) testing against $1B global / $100M US thresholds
- IRC Section 56A adjustments (depreciation, tax credits, foreign income)
- Tentative minimum tax liability calculation & CAMT tax credit carryforward tracker
Qualified Opportunity Fund (QOF) 2026 Inclusion Tax & Exit Calculator
Calculate statutory deferred capital gain tax due on December 31, 2026, step-up in basis benefits, and 10-year tax-exempt capital appreciation.
Key Features & Updates:
- 10% and 15% basis step-up qualification based on 5-year and 7-year holding periods
- Mandatory December 31, 2026 gain inclusion tax liability calculation
- Post-10-year QOF investment exit tax exemption modeling
2026 OBBBA Tax Savings Calculator & Optimizer
Evaluate individual and business tax liability changes introduced under the One Big Beautiful Bill Act of 2026.
Key Features & Updates:
- Updated 2026 tax brackets, standard deductions, and personal exemption rules
- Deduction optimization for overtime pay and qualified tip income
- Net federal income tax savings comparison against prior tax law
IRC Section 1202 QSBS Gain Exclusion Calculator
Determine statutory Qualified Small Business Stock (QSBS) gain exclusions, tax caps, and Alternative Minimum Tax (AMT) implications.
Key Features & Updates:
- 100%, 75%, and 50% gain exclusion tier analysis based on stock acquisition dates
- $10,000,000 or 10x adjusted basis statutory cap calculations
- 7% AMT preference tax & 3.8% Net Investment Income Tax (NIIT) exposure analysis
IRC Section 382 NOL Limitation & Ownership Change Calculator
Analyze corporate ownership changes and determine annual Net Operating Loss (NOL) utilization limits under Section 382.
Key Features & Updates:
- 50-percentage-point ownership shift testing over a 3-year testing period
- Annual Section 382 limitation calculation (Loss Corporation Value x Long-term Tax-Exempt Rate)
- Multi-year NOL absorption schedule & Net Unrealized Built-in Gain (NUBIG) adjustments
Section 280G Golden Parachute Calculator
Model change-in-control compensation, excess parachute payment triggers, 20% excise tax exposure, and lost corporate deductions.
Key Features & Updates:
- Base amount calculation (5-year average W-2 compensation) and 3x trigger threshold test
- 20% Section 4999 excise tax and non-deductible payment calculations
- Automated "Best of Net" cutback analysis vs. full payout
HSR Antitrust Filing Threshold & Fee Calculator (2026)
Check Hart-Scott-Rodino pre-merger notification requirements and revised FTC sliding-scale filing fees.
Key Features & Updates:
- Size-of-transaction and size-of-person statutory threshold evaluation
- 2026 FTC revised sliding-scale filing fee tiers ($30,000 to $2,335,000)
- Exemption analysis for passive institutional investments and real estate
Official Launch of RoutineMetric Platform & Core Suite
Initial public launch of RoutineMetric with 40+ stateless, instant calculators and compliance verification tools.
Key Features & Updates:
- Launch of flagship tools: Bulk EU VIES Validator, Nomad Tax, AI Act Risk Checker, and Salary Benchmarker
- Full compliance suite covering ESG CSRD, EU DORA, NIS2, EU CBAM, CFPB 1071, CMMC 2.0, and SOX Materiality
- Next.js App Router architecture hosted on Google Cloud Run with zero user tracking
Continuous Autonomous Releases
RoutineMetric is updated hourly by autonomous agents research-driven algorithms. Need a specific statutory calculator or compliance checker?
Learn About Our Autonomous Pipeline