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
We can help if you have
W-2
RSUs
Business profits
Carry
Passive income
Partnership income
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
Reduce Ordinary Income Taxes with High-Impact Planning Tools
Learn how high earners, partners, and investors use strategies and generate after-tax returns, all with IRS-approved structures. Inside this one-page guide, you’ll see how to:
• Use Solar tax credits to offset up to 90% of taxable income in year one
• Capture 50–90% deductions using Oil & Gas programs while earning long-term passive income
• Create large up-front deductions and long-term returns with a Charitable Lead Annuity Trust (CLAT)
• Compare outcomes with and without planning using real-life examples
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 ordinary income
These are the strategies that can help you reduce your taxes and keep more
Solar Investment Tax Credits
Leverage solar to access federal tax credits and depreciation, potentially offsetting up to 90% of your taxable income.
Charitable Lead Annuity Trust
Donates annual income to charity while preserving the remainder for your heirs—ideal for offsetting capital gains on sold assets.
Other Strategies
Invest in oil & gas drilling to claim deductions and earn mostly front-loaded returns, with 15% of the income tax-free.
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
