Reduce the taxes you'll owe on your
Valur’s tax strategy software and services handle the details so you can focus on building your wealth
Keep more of every dollar you earn
Quickly and easily find the available tax strategies, compare them across features and monetary returns, and get expert guidance from our team and certified partners. From ordinary income tax plans to estate tax strategies, Valur offers a comprehensive suite of services tailored to your needs.
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
Choose your path and take action
You focus on what you do best. We handle everything else, from strategy identification to quantitative modeling, legal setup, and ongoing management.
Find the right strategy
Use our guided planner to discover the best tax-advantaged vehicles
for your unique situation.
Design your perfect plan
Work with our team and cutting-edge tools to quantify the potential gains and craft a tailored tax plan that maximizes your savings and meets your financial goals.
Implement your chosen approach
Experience seamless onboarding with Valur. We handle the legal drafting, account setup, and all necessary documentation to get you started quickly and efficiently.
Manage your accounts
Trust Valur to administer your strategy with precision. Our platform replaces traditional trust companies, providing continuous support and optimization to ensure your plan stays on track and delivers the best results.
Tailored plans for every situation
No matter your financial scenario, Valur has a strategy to help you save
Planning for Capital Gains
Planning to Sell a Small Business
Planning for High Earned Income
Planning for QSBS
Planning for the Next Generation
Why 100+ financial advisory firms trust us
Valur partners with financial advisors to deliver cutting-edge tax solutions to their clients. Our collaborative approach ensures that everyone benefits from our expertise.
Educate yourself & your clients
Use our sophisticated, advisor-oriented planning tools to find the best strategy for your clients
Manage your clients' strategies
Handle as much of the strategy selection, onboarding as you want, and the financial management
Collaborate with your partners
Our platform puts your team on the same page. Collaborate, share deliverables, and track clients, all on your branded page
We handle all the dirty work
We do everything else so you don’t have to: Illustrations, legal documents, trust accounting, and more
Valur is awesome. They’ve been great and I find them more knowledgeable than multiple full service law service firms I engaged with during exploration process
Valur helped us save significantly, shielding both management fees and carry. They made a complex process simple and fast. I highly recommend them.
"I continue to use Valur as my prime example of the power of usingsoftware to reduce complexity, and the consumer benefits that follow."
Valur is incredibly intuitive. With zero financial background, I figured out the right structure for me. The tools and support were excellent.
Thanks for the help with my client’s trust and the quick turnaround. Very impressive. The documents are thorough, and the portal outlines the next steps nicely
It's been super easy working with Valur. I'll be sending off my trust return today. Thanks for putting everything together.
A solution for every financial journey
From founding to IPO, from first job to high-paying dream job, Valur supports you at every stage
Advisors, CPAs, and Lawyers
Enhance your offerings with Valur’s expert tax solutions, ensuring your clients receive the best possible advice and service.
Startup Founders
Optimize your eventual exit with QSBS, capital gain, and estate tax strategies designed to minimize the tax impact and maximize your wealth
Investors & Employees
Whether you hold appreciated stock, cryptocurrency, or other assets, we can help you reduce capital gains tax and multiply your after-tax returns
Business Owners
Navigate the complexities of business tax and capital gains with strategies that minimize tax liability and protect your wealth
High-Net-Worth Individuals
Plan for the future with estate tax strategies that ensure your wealth grows and is preserved for the next generation
High Earners
W-2, RSUs, or business earnings? Make the most of your income with tax plans that lower your ordinary tax burden and increase your take home
Proven results and real impact
Our users have created hundreds of millions of dollars of additional gains with our tax-planning solutions. And they've been able to commit even more to charity
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
