Valur works with founders, employees, and investors to craft a comprehensive tax plan that will help preserve more of your big exit, carry, and other gains.
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By planning ahead for your exit, stock or crypto sale, or other liquidity event, and using simple trust structures, we can help you reduce your tax burden by up to 40%.
Tax planning can be complicated. We combine technology and our years of experience to make the process simple, seamless, and accessible.
We're in this for the long haul. After we set up your trust, we’ll help you craft a financial plan to maximize your long-term returns, and we'll even handle all of the ongoing administrative hassles.
Client interest in tax and estate mitigation is at an all-time high. As a result, advisors have an opportunity to differentiate themselves as individuals and families seek sophisticated planning opportunities beyond 401(k)s, IRAs, and taxable accounts. Contact us here to see how we can help you.
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.