End-to-end tax planning and implementation for Advisors and CPAs
Let Valur handle complex tax strategies with complete legal and administrative support so that you focus on what matters most: your clients’ wealth
Tailored strategies for every situation
Leverage our expertise to implement advanced tax-saving solutions, including CRUTs, CLATs, GRATs, IDGTs, SLATs, ILITs, Crummey Trusts, QSBS Stacking, Solar Investment Tax Credits, and more.
Strengthen client relationships and grow your practice
Set your practice apart with Valur. Your clients get sophisticated tax reduction strategies that lead to wealth preservation while you retain primary relationships.
From guidance to action
Our experts guide you from presentation to implementation, ensuring every strategy fits your client- without the legal complexity.
Advanced planning, simplified
Offer clients major tax savings while we handle strategy, documentation, trust management, optimization and more.
Demonstrated client satisfaction
No black box execution. Collaborate, share deliverables, and track clients, all on your branded page
Unmatched strategies that stand out
Attract clients by simplifying advanced tax planning into a competitive edge.
Complete strategy lifecycle management
From initial analysis through legal setup and funding - all at zero cost - to ongoing administration and optimization. We replace traditional trust companies with transparent, advisor-controlled execution
Discover advanced opportunities
Use our guided planner to identify the best tax-advantaged vehicles for your clients’ unique situation — fully white-labeled with your own brand
Run the numbers
With our state-of-the-art tax planning calculators, give your clients a precise assessment: How much will each strategy save them, now and over the long run?
Strategize implementation approach
Work with our team and cutting-edge tools to craft a tailored tax plan that maximizes your client's savings and meets their financial goals, all at zero cost.
Quickly, seamlessly, and with precision
We handle the document drafting, account opening, and asset transfer so you can get back to serving your clients.
Manage ongoing performance
Our proprietary trust & account administration tools help us help you and your clients take advantage of every opportunity to maximize each strategy's returns.
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
"I continue to use Valur as my prime example of the power of using software to reduce complexity, and the consumer benefits that follow."
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
Comprehensive tax planning and implementation
Easily explore and compare tax strategies, with expert guidance from our team and certified partners. From income to estate planning, Valur offers tailored solutions.
Identify and evaluate the right plan for your clients
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
End-to-end tax strategy management
With our software and our team behind you, it's easy to generate legal documents, open custodial accounts, transfer assets, and administer your clients' strategies, all on our platform.
We know how to help you add value
The main barriers to entry to tax planning for most people — clients and advisors alike — are understanding the situation, time, and cost, in that order. Valur is built to help you help your clients grasp the nuances, quickly and inexpensively.
Reduce your tax bill — fast
Our team of experts will help you evaluate the most promising strategies in minutes.
