Invest in your future — and the planet's

If you're a high earner, you've likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 90% of your total income with federal green energy tax incentives.

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Keep more of your
hard-earned gains
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Reduce your taxable ordinary income by up to 90%

BEST FOR MOST

The best solution for most ordinary income

Do you have excess liquidity from your W-2 job, a bonus, your small business, or somewhere else?
Check out Investment Tax Credits ->
CHARITABLE GIVING

For those who regularly give significant sums to charity

If you regularly donate 5% or more of your income to charitable causes, a Charitable Lead Annuity Trust could be the right choice.
Consider a CLAT ->

Thousands of users and use cases just like yours

Selling your business

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement.

Selling crypto

You've decided to take some gains off the table. Eliminate the taxes and redeploy 100% of your capital immediately.

Selling public stock

You made a smart bet, and it's paid off. Diversify your portfolio and eliminate the otherwise debilitating tax bill in the process.

Selling real estate

Write off the gains when you sell the family home, a rental unit, or a bigger property so you can take on the next project or diversify.

Selling startup equity

It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.

High ordinary income

You're a high earner, and you no longer need much liquidity. Learn how you can write off up to 100% of your income this year.

Reducing estate tax

You've done well, for yourself and your family. Plan for the next generation today, and do it tax free.

FEDERAL INCENTIVES

Reduce your taxable ordinary income by up to 90% with Federal Investment Tax Credits

Write off most of your income with ITCs

With an investment in select Congress-approved infrastructure projects, you could reduce your tax bill by 75% or more.

40%-70% UP-FRONT TAX CREDIT
Congress wants you to invest in solar infrastructure. To make it worth your while, you'll get a massive up-front tax credit.
DEPRECIATION
This is a physical asset, so you'll also get to write additional depreciation off of your federal and state taxes.
REVENUE SHARE
Because you are investing in functioning infrastructure, you'll also earn revenue as the project sells the energy it produces.
Talk to our Charitable Trust expert ->

We've helped tech workers, law firm partners, bankers, and others with high ordinary income reduce their taxable income by as much as 85% with Federal Investment Tax Credits

How to reduce your ordinary income taxes with Investment Tax Credits

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Choose an amount

Work with us and our accounting partners to target the proper amount of tax credits and the corresponding investment size.

2

Execute the documents & transfer funds

This part is easy. Using our simple online process, complete the required paperwork and finalize your investment in minutes.

3

Earn tax credits, deductions, and revenue

Here's the fun part: You're entitled to up to 70% federal tax credits, 25% depreciation, and 100% of your investment returned in annual earnings. Learn more ->

Bottom line

Our clients have earned an extra 35%, on average, with Charitable Lead Trusts

Enter a few data points and see the potential additional gains from a CLAT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.

Calculate the gains

How to reduce or eliminate your ordinary income taxes with a CLAT

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Choose a strategy

Use our knowledge library and planning tools to evaluate the available strategies and choose the one that's right for you. And if you need guidance, we're just a Zoom call away.

2

Execute the documents & transfer assets

Answer a few questions — in 10 or 15 minutes — and we'll draft your fully compliant, lawyer-vetted documents and help you transfer your assets.

3

Pay no taxes

Here's the fun part: You're entitled to a 100% deduction on money you place in your trust, so you'll owe zero taxes on that income. Yes, you heard us right!

4

Invest how you want

You can invest out of your trust just as you would have from your personal accounts — in public equities, startups, crypto, real estate, and more.

5

Contribute to a worthy cause

Once your trust is up and running, you'll make small annual distributions to your chosen charity.

6

Receive a big check

At the end of your trust's term (between 20 and 30 years, in most cases), whatever is left in the trust after your donations will go straight to you.

Our approach: We win if you win

Different

No up-front cost

Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Contingent

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

Aligned

We make money if you do

Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings only go up only if ours do. We're working for you.

From our series on Investment Tax Credits

Planning for Ordinary Income

Investment Tax Credits are a powerful tool for deferring or eliminating taxes on ordinary income and bonuses.

Read more ➞

Case Study: Solar Tax Credits

Learn how a high-earning small business owner reduced his tax bill by 80% with federal solar tax credits.

Read more ➞

Why Work With Valur?

We bring the entire services stack in house: Education, choosing a strategy, generating legal documents, and, critically, handling trust administration.

Read more ➞

AN ALTERNATIVE

If you give regularly, reduce ordinary income taxes up to $0 with a CLAT

Earn a up to 100% tax deduction with a CLAT

With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward future charitable deductions to write off up to 100% of the income you'll earn this year.

WRITE OFF UP TO 100% OF ORDINARY INCOME
Like an IRA or 401(k), a CLAT allows you to contribute earnings pre-tax, so you owe nothing this year. CLAT overview ->
FLEXIBLE, LONG-TERM PLAN
Choose the trust term that works for you, include the beneficiaries you want, and invest in virtually any assets you want.
WIN WIN
You're not the only one who wins with a CLAT. In addition to collecting a lump sum at the end of the trust's term, you'll get to donate a small amount annually to the charity of your choice.
Talk to a Charitable Trust expert ->

Experience the power of Valur: A live tax strategy session

Join our live demo to see how Valur can transform your tax planning. Learn about our innovative tools and strategies directly from our experts.

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