We’ll help you defer or eliminate the tax on your capital gains
Valur’s tax strategy software and services handle the details so you can focus on building your wealth
We can help if you're selling
Public stock
Cryptocurrency
Private company stock
Real estate
A small business
Others
Reduce taxable W-2, RSU, and business income
Optimize your earnings with strategies that lower your ordinary income tax and increase your take-home pay. Valur's strategies can help you write off significant income from salary, vested RSUs, or a business you own
Learn how we have helped our high-earning clients reduce their ordinary and business income taxes by up to 75%
Reduce taxes on capital gains and keep more of your investment returns
Maximize your after-tax returns with strategies that lower your capital gains tax burden. Whether you're selling company stock, real estate, or other assets, Valur’s tools can help you defer or reduce capital gains and reinvest more of your profits.
See how investors in public companies, crypto, startups, and small businesses defer up to 100% of their capital gains taxes upon sale
Pay zero tax on startup or business equity with QSBS strategies
Unlock powerful tax savings by leveraging Qualified Small Business Stock (QSBS) exclusions. Valur helps founders, employees, and investors take full advantage of Section 1202, potentially eliminating up to 100% of capital gains on qualifying shares.
Explore the stacking strategies available at every stage, from founding to impending exit
Protect your wealth and plan for future generations
Preserve and grow your family’s wealth with smart generational planning strategies. Valur can help you pass down assets tax-efficiently, minimize estate taxes, and build a lasting legacy through trusts and long-term structures.
Understand the strategies used by families with the means to plan, and see how Valur can help you do the same
Defer 100% of Capital Gains Taxes and Keep Up to 40% More of Your Proceeds
Selling a company, stock, or property? With a Charitable Remainder Trust (CRUT), you can defer every dollar of capital gain taxes, reinvest your full proceeds, and generate after-tax income for decades. This short guide shows how the same structure has helped founders and investors double their lifetime after-tax returns while keeping control of their assets.
We help you pick a strategy
You focus on what you do best. We handle everything else, from strategy identification to quantitative modeling, legal setup, and ongoing management.
Understand the choices
Use our guided planning engine to explore and understand the strategies that apply to your circumstances.
Evaluate the potential returns
Our state-of-the-art calculators answer the question on everyone's mind: Will these strategies save me money, and how much?
Execute your chosen strategy
Once you've evaluated the available strategies, there's only one thing left to do: Get started. Our team, aided by proprietary drafting technology, will get you set up within 24 hours, and at no cost.
Planning possibilities for capital gains
These are the strategies that can help you reduce your taxes and keep more
Charitable Remainder Trust
Sell appreciated assets tax-deferred, receive income, and donate what’s left to charity at the end of the trust term.
Qualified Small Business Stock
Stock that may qualify for up to $10M in capital gains exclusions—ideal for startup founders, employees, and early investors.
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
