We’ll help you defer or eliminate the tax on your capital gains

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're selling

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Public stock

Reduce or defer taxes on stock gains with smart reinvestment strategies.
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Cryptocurrency

Minimize or delay taxes when converting crypto to cash using proven deferral tools.
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Private company stock

Sell private shares tax-efficiently with strategies built for founders and investors.
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Real estate

Avoid hefty taxes on property sales with tax-saving options.
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A small business

Keep more from your business sale by deferring gains and reinvesting wisely.
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Others

From collectibles to complex assets, we help structure tax-smart exits for any sale.
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
capital gains

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

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

Charitable Remainder Trust

A CRUT is a tax-exempt structure that is well suited for individuals with high appreciated assets they have not yet sold. It allows you to defer the taxes you would otherwise pay when selling an asset, reinvest and grow those assets pre-tax inside a trust until you pull out money from the trust. At the end of the trust term, a portion is donated to a charitable organization.

Sell appreciated assets tax-deferred, receive income, and donate what’s left to charity at the end of the trust term.

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

Qualified Small Business Stock

QSBS refers to equity in a company that meets specific criteria under the tax code, allowing startup founders, employees, investors and business owners to exclude up to $10 million or 10x the cost basis of an asset of capital gains from federal (and most state) taxes.

Stock that may qualify for up to $10M in capital gains exclusions—ideal for startup founders, employees, and early investors.

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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