We’ll help you defer or eliminate the tax on ordinary income

Valur’s tax strategy software and services handle the details so you can focus on building your wealth

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Know your options

We  can help if you have

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W-2

Explore advanced strategies to reduce taxes on high W-2 income.
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RSUs

Minimize taxes on vested shares with smart timing and deferral tools.
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Business profits

Keep more of your earnings with entity structuring and income deferral.
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Carry

Defer or reduce taxes on carried interest through tailored planning.
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Passive income

Offset and defer taxes on rental, dividend, or interest income.
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Partnership income

Structure K-1 income to maximize tax efficiency and reduce liabilities.
Our approach

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.

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Learn

Understand the
choices

Use our guided planning engine to explore and understand the strategies that apply to your circumstances.

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EVALUATE

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?

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profit

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 
ordinary income

These are the strategies that can help you reduce your taxes and keep more

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Solar Investment Tax Credits

Invest in solar to access federal tax credits and depreciation, potentially offsetting up to 90% of your taxable income.

A picture of an oil and gas label.A picture of an oil and gas label.

Oil & Gas Investments

Oil & Gas Drilling offers an opportunity for individuals to leverage tax incentives to reduce their ordinary income taxes with minimal effort through Oil and Gas investments, which are designed to generate significant tax savings and returns of between 1.5 and 2 times the initial investment, with most income front-loaded and 15% of it tax-free.

Invest in oil & gas drilling to claim deductions and earn mostly front-loaded returns, with 15% of the income tax-free.

A picture of a computer screen with the word clat on it.A picture of a computer screen with the word clat on it.

Charitable Lead Annuity Trust

A CLAT is a tax-advantaged structure designed for individuals with highly appreciated assets they have already sold. It allows you to reduce or offset capital gains taxes by contributing funds to the trust, which makes fixed annual payments to a charitable organization for a set period. At the end of the trust term, the remaining assets are distributed to your chosen beneficiaries, potentially with significant tax savings.

Donates annual income to charity while preserving the remainder for your heirs—ideal for offsetting capital gains on sold assets.

Reduce your tax bill — fast

Our team of experts will help you evaluate the most promising strategies in minutes.

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