We get it: taxes are complicated. That's why we make tools to simplify and streamline the tax-planning process. From picking the best strategy to handling the minutiae to helping you re-invest your savings, we'll be with you the whole way.
How can I maximize the value of my exit?
What can I do to minimize my tax exposure?
Can mainstream tax strategies help me?
Seamless and fast
Right for you
Why pay taxes on your gains today when you can kick that can down the road? Our tax-planning trusts help you reinvest the money you'd otherwise pay in taxes to grow your nest egg faster and for longer.LEARN MORE
Tax Savings: $5,952,806 (federal), $11,209,520 (state)
10-Year Tax Savings: $1,827,191
5-Year Appreciation: $2,390,613
Tax Savings: $258,948
Calculate expected returns from tax planning
Using our proprietary trust returns calculator, we'll give you a snapshot of the returns you might expect from our various tax-planning tools, including Charitable Trusts and QSBS Stacking.
Choose a strategy
Our decision engine will help make all of the tough calls simple: which assets to put into your trust, what format and length to choose, and how to design your distribution plan.
Set up your tax-advantaged trust
Gone are the days when you'd wait weeks to hear from your lawyer or accountant about a critical financial or legal decision. You'll use our streamlined onboarding tools to generate a final, usable trust document, all on our platform, in minutes.
🎉 We're helping founders, employees, and investors start their tax planning journeys today. Enter your e-mail address here and we'll be in touch shortly to get the conversation going. 🎉
We've seen it all, and we've put what we know down on paper. Check out our guides, which can show you how to maximize your wealth for the long term.
I knew I should be thinking about tax planning as my company grew, and it was stressing me out. Valur made it quick and simple.