Pay no capital gains taxes when you sell your stock

When you're planning to sell, we can help you increase your returns by 60% or more.

TALK TO AN EXPERT

Pay zero taxes when you sell your shares, ETFs, and other public equities

That's the magic of tax-advantaged planning.

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster.

Talk to an expert

Our crypto clients earn 90% greater returns with trust planning

TESLA OPTIONS
A New Jersey client saved $1.1 million in state and federal taxes on the exercise and sale of long-held TSLA call options
APPLE STOCK
A retired Virginia couple wrote off 100% of the income from the sale of $12 million of AAPL, which they had held since 2003
NVIDIA STOCK
A senior Silicon Valley sales executive eliminated $350,000 in taxes on the sale of about $1 million of NVDA

Learn how a Tesla investor wrote off 100% of the income from the sale of his shares, reducing his tax bill to $0

See the potential gains. Spoiler: They're huge.

Calculate the expected returns

Our easy -to-use, customizable tax planning calculator will give you a snapshot of your expected returns.

Calculate your tax savings

Double your returns (or more!) with proactive tax planning

From inquiry to closing, we've got you covered

SET UP

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

TRANSFER

Transfer your business (or part of it)

We're with you every step of the way. Most business transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

SELL

Sell, defer tax, reinvest the profits

You can line up and complete your business sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

How it works, from buy order to cashing out

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

1

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

2

Transfer your shares (or some of them) to the trust

We're with you every step of the way. Most public share transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

3

Sell, defer tax, and reinvest the profits

You can line up and complete your sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

Already sold your assets? Don't worry — we have a solution for you. Read about it here, or schedule a time to talk with our expert strategists

From the public investing knowledge library

Deep dives, how tos, and case studies for every eventuality, at your fingertips

Guide To Tax Planning for Stock

What taxes will you owe when you sell your shares? What are the common opportunities and pitfalls? Here's where to start.

Read more ➞

How Valur Works With Clients

We bring everything in house, from education to legal document drafting to trust accounting and administration.

Read more ➞

How To Eliminate Capital Gain Taxes With A CRUT

Charitable Remainder Trusts are the most common tool for reducing or eliminating taxes on the sale of public equities. Here's how they work.

Read more ➞

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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