Strategies
Categories
Estate Tax Planning

Reduce or avoid estate tax across generations

Ordinary Income Taxes

Lower taxes on your yearly earned income

Capital Gains Taxes

Reduce or defer tax when selling assets

QSBS Stacking

Top tax break for founders and early hires

popular strategies
GRAT

Estate tax planning without the typical risks

Solar Tax Credits

Cut W-2 and business income taxes

Charitable Remainder Trust

Reduce gains tax and generate income

Non-Grantor Trust

Plan for kids and grow your exemption

Featured from blog
post cover
Guide to Estate Tax Planning

When should you start? Key tools to protect your wealth

Read more
post cover
Guide to Ordinary Income Planning

Solar, oil & gas, or other? Planning for the toughest tax to beat

Read more
See all articles
People
Who you are
High earners

Tax strategies for top earners

High-net-worth individuals

Planning for significant wealth

Founders

Tax strategies for startup founders

Business owners

Reduce taxes and grow income

Employees & Investors

Maximize and protect equity gains

Case studies
Reducing W-2 tax

Offset income with solar and oil projects

Tackling estate tax

Proactive planning for the next generation

QSBS stacking

Maximize QSBS as an early-stage

Reducing income tax

Lower tax on profits and salary with ITCs

Addressing capital gains tax

How equity owners can defer taxes upon sale

FEATURED FROM BLOG
post cover
Guide to Charitable Remainder Trust

How they work, pros and cons, Learn everything about CRUTs.

Read more
post cover
Guide to Estate Tax Planning

When should you start? Key tools to protect your wealth

Read more
See all articles
Resources
Resources
Education

All of our articles, videos, and more, one place

Knowledge library

Articles on tax planning and strategy

Video content

Expert videos and success stories

Tax planning calculators

Estimate savings with tailored tools

OTHER RESOURCES
Join our next webinar!

Live sessions covering the latest in tax strategy

FEATURED FROM BLOG
post cover
Guide to QSBS

What is QSBS? How does it work? Who can take advantage of it?

Read more
post cover
Guide to Ordinary Income Planning

Solar, oil & gas, or other? Planning for the toughest tax to beat

Read more
See all articles
Company
Resources
About Us

Meet our executive team and learn about our mission

Pricing

See how we make money

OTHER RESOURCES
Education

All of our articles, videos, and more, one place

Meet Valur